Autolus Therapeutics Plc · NASDAQ:AUTL
Autolus Therapeutics — Q4 2025 Earnings Presentation
20 slides from Autolus Therapeutics's earnings presentation, Mar 27, 2026
Slide 1: Q4 2025 Financial Results and Business Updates
Q4 2025 Financial Results and Business Updates March 27, 2026 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: Strong first year of U.S. AUCATZYL launch
Developing and Delivering a New Generation of T Cell Therapies Strong first year of U.S. AUCATZYL® launch AUCATZYL Net Product Revenue 2026 Expectations Q4 2025: $23.3 Million FY 2026 Net Product Revenue: FY 2025: $74.3 Million $120-$135 million Shift to positive gross margin in 2026 based on increa
Slide 5: ASTCT 2026: AUCATZYL patient characteristics in real world setting
Developing and Delivering a New Generation of T Cell Therapies ASTCT 2026: AUCATZYL® patient characteristics in real world setting ROCCA Consortium registry covers approximately 60% of U.S. commercial patients at data cutoff of 1/5/26 No patient drop off between 1st & 2nd infusion 96 patients 91 pat
Slide 6: ASTCT 2026: AUCATZYL real world data consistent with FELIX pivotal trial
Developing and Delivering a New Generation of T Cell Therapies ASTCT 2026: AUCATZYL® real world data consistent with FELIX pivotal trial ROCCA Consortium registry covers approximately 60% of U.S. commercial patients at data cutoff of 1/5/26 Bone Marrow Disease Response 100% 80% 60% 69% 66% 40% 48% 2
Slide 7: 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 Phase 2 expansion enrolling; data expected at end of 2027 Pediatric r/r B-ALL Phase 1/2 Aligned with FDA on protocol design to suppor
Slide 8: Pediatric r/r B-ALL: CATULUS phase 1 safety data
Developing and Delivering a New Generation of T Cell Therapies Pediatric r/r B-ALL: CATULUS phase 1 safety data1 Safety profile of obe-cel in pediatric patients consistent with that previously reported in adults *One patient experienced both Grade 3 CRS and Grade 3 ICANS. B-ALL, B-cell acute lymphob
Slide 9: Pediatric r/r B-ALL: CATULUS Phase 1 data show promising initial response
Developing and Delivering a New Generation of T Cell Therapies Pediatric r/r B-ALL: CATULUS Phase 1 data show promising initial response At median follow-up of 8.8 months in pediatric r/r B-ALL patients: ORR was 95.5%; CR was achieved in 90.9% Swimmer plot showing disease assessments in the B-ALL co
Slide 10: Pediatric r/r B-ALL: CATULUS progressed to pivotal Phase 2
Developing and Delivering a New Generation of T Cell Therapies Pediatric r/r B-ALL: CATULUS progressed to pivotal Phase 2 Regenerative Medicine Advanced Therapy (RMAT) designation supports development pathway Development Rationale: CATULUS Phase 2 High Unmet Medical Need Pivotal • 30 patients • Kymr
Slide 11: srSLE: CARLYSLE study data support advancing into pivotal trial
Developing and Delivering a New Generation of T Cell Therapies srSLE: CARLYSLE study data support advancing into pivotal trial 50 million cell dose selected as recommended Phase 2 dose Patient population: • Patients were significantly impaired with their kidney function and had across the board some
Slide 12: srSLE: CARLYSLE Phase 1 interim data summary
Developing and Delivering a New Generation of T Cell Therapies srSLE: CARLYSLE Phase 1 interim data summary 12
Slide 13: Lupus nephritis development strategy
Developing and Delivering a New Generation of T Cell Therapies Lupus nephritis development strategy First Approval Label Expansion Leveraging a fast to market strategy CARLYSLE Trial LUMINA Trial Ph3 Randomized Development Rationale Phase 1 Phase 2 Controlled vs SoC • LN is assessed by quantitative
Slide 14: Multiple sclerosis development strategy
Developing and Delivering a New Generation of T Cell Therapies Multiple sclerosis development strategy • Anticipate a Establish Phase 1 Clinical Proof of Concept in MS randomised phase 2/3 study design as 3 x 6 dose escalation design - a higher dose path to approval may be required for CNS effect In
Slide 15: Financial Results
Financial Results
Slide 16: Financial summary – key metrics
Developing and Delivering a New Generation of T Cell Therapies Financial summary – key metrics* Refinement in product revenue accounting: Now recognize both the full value of product sales and the associated cost of goods sold upon confirmation of the second dose administration for Aucatzyl. USD ($’
Slide 17: Upcoming news flow
Upcoming news flow
Slide 18: Upcoming milestones
Developing and Delivering a New Generation of T Cell Therapies Upcoming milestones Anticipated Milestone or Catalyst Anticipated Timing Virtual KOL Event Webcast: Spotlight on ALL April 8, 2026 Longer-term follow up data from CARLYSLE trial Year End 2026 Initial clinical data from BOBCAT Phase 1 tri
Slide 19: Join us: Spotlight on Acute Lymphoblastic Leukemia (ALL) Program Investor Event
Developing and Delivering a New Generation of T Cell Therapies Join us: Spotlight on Acute Lymphoblastic Leukemia (ALL) Program Investor Event Wednesday, April 8, 2026 1:00pm EDT / 6:00pm BST • Dr. Jae Park, MSKCC: Adult ALL treatment landscape and unmet medical need • Dr. Lori Muffly, Stanford Medi
Slide 20: Thank you
Thank you Autolus.com