KBC Securities - Autolus Therapeutics ADS (AUTL) Autolus Obe-cel r/r ALL ASCO dataset supportive of efficacy differentiation

Report

KBC Securities

Jacob Mekhael

Autolus Obe-cel r/r ALL ASCO dataset supportive of efficacy differentiation

Autolus presented longer term follow up and additional analysis from the pivotal phase 1b/2 (FELIX) trial of obe-cel (CD19 CAR-T) in r/r adult ALL at ASCO, showing that 40% of responders remained in remission without subsequent SCT or other therapies at 21 months median follow up. All in all, a strong dataset supportive of efficacy differentiation vs. Tecartus on top of the well-established safety differentiation, which the KOL described as “like night and day”. We believe this sets obe-cel up for a strong launch (PDUFA 16 November) and reiterate our $11 TP and BUY rating. Autolus remains one of our life sciences top picks!

03/06/2024 1 EN

Underlying

Autolus Therapeutics ADS

See profile

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.

See profile

Analysts

Jacob Mekhael

Other Reports on these Companies

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Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) LONDON and GAITHERSBURG, Md., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), a commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies and candidates, today announced that the Compensation Committee of the Company's Board of Directors granted stock option awards to purchase an aggregate of 113,650 American Depositary Shares, representing an equal number of ordinary shares, to 22 employees pursuant to the C...

February 4, 2026 February 4, 2026 1 EN

KBC Securities

Autolus Aucatzyl launch success, FY25 preliminary revenue in line with CSS

Yesterday before US market opens, Autolus announced preliminary unaudited 4Q25 and FY25 net product sales of Aucatzyl (obe-cel, CD19 CAR-T), and provided a business update. $ 75m in FY25 Aucatzyl sales is in line with CSS ($ 75.9m) and ahead of our estimate of $ 72.5m. We believe this figure makes Aucatzyl's first year on the market a success, and we view FY26 guidance of $ 120-135m as within reach. Pipeline wise, we look forward to initial data from the phase 1 trial of Aucatzyl in the difficult progressive MS indication by YE26, while the pivotal nephritis trial is enrolling with a 24 month ...

January 13, 2026 January 13, 2026 1 EN

KBC Securities

Morning Notes : ARGX BB, GBLB BB, MDXH BB, ONTEX BB, UCB BB, AUTL US, PHVS US

: ARGX BB, GBLB BB, MDXH BB, ONTEX BB, UCB BB, AUTL US, PHVS US

January 13, 2026 January 13, 2026 1 EN

Umicore Feedback FY25 results conference call

Below are the highlights from the conference call. We remind that FY25 adjusted EBITDA increased by 11% to 847m, slightly above the high end of the 790-840m guidance range (in line with KBCS estimate, 1% above consensus). The company did not give a precise guidance on FY26 although sounded cautious on developments in the EV industry. The strong metal price environment will partly be offset by lower hedging levels for 2026 and maintenance, while new longer term hedges generate additional earnings visibility at very attractive levels for a longer period of time. We maintain our Accumulate rating...

February 20, 2026 February 20, 2026 1 EN

Hilde Van Boxstael ... (+5)

Hilde Van Boxstael
Lynn Hautekeete
Mathijs Geerts Danau
Wim Hoste
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Morning Notes : COFB BB, GLPG NA, UMI BB

: COFB BB, GLPG NA, UMI BB

February 20, 2026 February 20, 2026 1 EN

Lynn Hautekeete

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Cofinimmo FY25 results above expectations, guidance below

Cofinimmo reports recurring EPRA EPS +1,1% above our estimates and 4,0% above its guidance. The earnings beat is driven by higher like-for-like rental income at +2,9%. The EPRA EPS outlook of FY26 is below our estimates at € 6,35 vs € 6,39 KBCSe. The guided debt ratio at YE26 is 340 bps higher than our expectations at 44,0% due to only € 110,0m guided asset disposals and higher than expected investments at € 310,0m which will mainly impact FY27/28 rental income. In the medium term, the focus should be on refinancings. The average debt maturity is low at 3x which is related to the ongoing excha...

February 20, 2026 February 20, 2026 1 EN

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Autolus Obe-cel r/r ALL ASCO dataset supportive of efficacy differentiation

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

Autolus Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Autolus Aucatzyl launch success, FY25 preliminary revenue in line with CSS

Morning Notes : ARGX BB, GBLB BB, MDXH BB, ONTEX BB, UCB BB, AUTL US, PHVS US

Umicore Feedback FY25 results conference call

Morning Notes : COFB BB, GLPG NA, UMI BB

Cofinimmo FY25 results above expectations, guidance below

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