KBC Securities - Autolus Therapeutics ADS (AUTL) Autolus Launch continues, FY25 beat is within reach

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KBC Securities

Mathijs Geerts Danau

Autolus Launch continues, FY25 beat is within reach

Autolus reported 3Q25 sales of $ 21.1m which came in slightly below CSS expectations of $ 21.9m. However, deferred revenue of $ 7.6m was significantly higher than the previous quarter giving us confidence that FY25 expectations are achievable. Additionally, at ASH 2025 Autolus plans to present longer follow-up in SLE and initial data in pediatric ALL, the topline results indicate a competitive profile against Kymriah. Autolus reiterated its plans to start a pivotal study in LN and a phase 1 in AL amyloidosis by YE25. These added indications should provide Autolus with additional growth drivers for the future. We reiterate our BUY and $ 10 TP.

13/11/2025 1 EN

Underlying

Autolus Therapeutics ADS

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US05280R1005 NASDAQ Stock Market United Kingdom

Provider

KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

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Analysts

Mathijs Geerts Danau

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Autolus Launch continues, FY25 beat is within reach

We are a financial services provider for several types of professional clients, each with distinct needs.

Morning Notes : AGN NA, AGFB BB, IVA FP, MDXH BB, MELE BB, SOLB BB, DEME BB, AUTL US, ZEAL DC, PHVS US

Autolus Therapeutics Reports Third Quarter 2025 Financial Results and Business Updates

Inventiva Launches capital increase for gross proceeds of € 108m

mdxhealth 3Q25 results continue adj. EBITDA profitability, guidance maintained

Zealand Pharma Uneventful 3Q25 results, upcoming CMD in December 2025

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