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Autolus PREVIEW: Aucatzyl US launch in r/r ALL could re-rate stock
Autolus' lead CAR-T Aucatzyl secured FDA approval in r/r adult ALL in 4Q24, and its differentiated safety profile vs. Tecartus is viewed favourably by KOLs. While the company is not planning to announce the first sale, we learned from management that they have product in production as we speak. We preview Aucatzyl's US launch and point out that reliable production will be key to secure prescriber confidence and sales, and view Autolus as well prepared to execute on that front. We lay out multiple launch scenarios, and est. $43m in FY25 sales assuming a 40% switch rate for our base case, which in our view could lead to a re-rating of this significantly undervalued stock. We reiterate our BUY rating.
Underlying
Autolus Therapeutics ADS
Provider
KBC Securities
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Jacob Mekhael
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