Autolus Therapeutics Plc · NASDAQ:AUTL
Autolus Therapeutics — Q3 2025 Earnings Presentation
22 slides from Autolus Therapeutics's earnings presentation, Nov 12, 2025
Slide 1: Q3 2025 Financial Results and Business Updates
Q3 2025 Financial Results and Business Updates November 12, 2025 For Investor communication only. Not for use in product promotion. Not for further distribution. Autolus.com
Slide 2: Disclaimer
Developing and Delivering a New Generation of T Cell Therapies Disclaimer These slides contain forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that are not historical fact
Slide 3: Agenda
Developing and Delivering a New Generation of T Cell Therapies Agenda • Welcome and Introduction: Amanda Cray, ED, Investor Relations & External Communications • Operational Highlights: Dr. Christian Itin, CEO • Financial Results: Rob Dolski, CFO • Upcoming Milestones and Conclusion: Dr. Christian I
Slide 4: Building value with obe-cel
Developing and Delivering a New Generation of T Cell Therapies Building value with obe-cel Launch Optimize Expand Strong execution in r/r B-ALL: Leveraging investments: Potential “pipeline in a product" Market leadership • Evolution of team to support next new indications: Broad market access /
Slide 5: Expect strong first year of U.S. AUCATZYL launch
Developing and Delivering a New Generation of T Cell Therapies Expect strong first year of U.S. AUCATZYL® launch AUCATZYL Net Product Sales Executing on Product Delivery Q3 2025: $21.1 million Deferred Revenue: $7.6 million Nine Months Ended September 30, 2025: • 60 authorized treatment centers $51.
Slide 6: Significant opportunity to increase penetration & grow the CAR T market
Developing and Delivering a New Generation of T Cell Therapies Significant opportunity to increase penetration & grow the CAR T market CAR T market share in relapsed/refractory disease in 2024: ~15%1 Breadth of coverage with existing authorized centers reaches majority of target patient population P
Slide 7: Building value with obe-cel
Developing and Delivering a New Generation of T Cell Therapies Building value with obe-cel Launch Optimize Expand Strong execution in r/r B-ALL: Leveraging investments: Potential “pipeline in a product" Market leadership • Evolution of team to support next new indications: Broad market access /
Slide 8: Evolution of leadership to support next phase of commercial growth
Developing Next Generation Programmed T Cell Therapies Evolution of leadership to support next phase of commercial growth Focus on margin improvement, facilitating access and expanding obe-cel opportunity Miranda Neville Cintia Piccina Patrick McIlvenny Chief Technology Officer U.S. Chief Commercial
Slide 9: Initiatives to drive efficiencies and cost savings
Developing Next Generation Programmed T Cell Therapies Initiatives to drive efficiencies and cost savings Streamline – Optimize – Innovate Foundation is a strong launch performance with highly reliable product supply Key initiatives Streamline processes Optimize Innovate Simplify Automation Manufact
Slide 10: Building value with obe-cel
Developing and Delivering a New Generation of T Cell Therapies Building value with obe-cel Launch Optimize Expand Strong execution in r/r B-ALL: Leveraging investments: Potential “pipeline in a product" Market leadership • Evolution of team to support next new indications: Broad market access /
Slide 11: Pipeline-in-a-product: expanding obe-cel's potential beyond adult B-ALL
Developing and Delivering a New Generation of T Cell Therapies Pipeline-in-a-product: expanding obe-cel's potential beyond adult B-ALL Indication Trial Status CATULUS Pediatric r/r B-ALL Initial data at ASH 2025; RMAT designation received Phase 1/2 CARSLYLE Systemic Lupus (SLE) Initial data at ACR 2
Slide 12: Obe-cel shows promise as a new approach for SLE/LN
Private & confidential 12 Obe-cel shows promise as a new approach for SLE/LN 50 million cell dose selected as recommended Phase 2 dose Patient population: Patients (50M cell cohort n=6) were significantly impaired with their kidney function and had across the board some of the highest SLEDAI-2K scor
Slide 13: Obe-cel is well tolerated with no DLTs, ICANS or high-grade CRS
Developing and Delivering a New Generation of T Cell Therapies Obe-cel is well tolerated with no DLTs, ICANS or high-grade CRS 50 million cell dose patient cohort (n=6) Key Safety Findings Infused patients (N=6) Any grade, n (%) Grade ≥3, n (%) • No DLTs were observed following obe-cel infusion Any
Slide 14: All patients achieved significant and sustained SLEDAI-2K reductions
Developing and Delivering a New Generation of T Cell Therapies 14 All patients achieved significant and sustained SLEDAI-2K reductions (50M cell dose cohort, n=6) • All non-renal descriptors resolved by month four • Median SLEDAI-2K reduction of 14 points (range 3-18) at month six • Three patients (
Slide 15: Five patients (83.3%) achieved DORIS with median onset of 5.1 months
Developing and Delivering a New Generation of T Cell Therapies 15 Five patients (83.3%) achieved DORIS with median onset of 5.1 months 50 million cell dose patient cohort (n=6) • Responses ongoing with no flare as of last follow-up • Median onset of DORIS remission: 5.1 months (range: 4.9 – 8.9) • N
Slide 16: Upcoming data presentations highlight pipeline opportunities
Developing Next Generation Programmed T Cell Therapies Upcoming data presentations highlight pipeline opportunities ASH 2025 Annual Meeting Preview Oncology • Pediatric ALL Poster: Treatment of pediatric pts with R/R B-ALL with obe-cel: preliminary findings from Phase Ib/II CATULUS trial • Adult ALL
Slide 17: Financial Results
Financial Results
Slide 18: Financial summary – key metrics
Developing and Delivering a New Generation of T Cell Therapies Financial summary – key metrics* USD ($’ 000) Q3 2025 Q3 2024 Variance Total revenue, net 21,194 - 21,194 Cost and operating expenses: Cost of sales (28,643) - (28,643) Research and development expenses, net (27,892) (40,323) 12,431 Sell
Slide 19: Upcoming news flow
Upcoming news flow
Slide 20: Upcoming milestones
Developing and Delivering a New Generation of T Cell Therapies Upcoming milestones Anticipated Milestone or Catalyst Anticipated Timing Initial clinical data from CATULUS trial in pediatric ALL ASH Annual Meeting 2025 Longer-term follow up data from CARLYSLE trial ASH Annual Meeting 2025 Expect to d
Slide 21: Near-term priorities to build shareholder value & patient benefit
Developing and Delivering a New Generation of T Cell Therapies Near-term priorities to build shareholder value & patient benefit Entering next phase of growth with commercial launch on track 1. Drive market share in aALL 2. Improve margins 3. Expand beyond aALL 21
Slide 22: Thank you
Thank you Autolus.com