Cellectis S.a. · EURONEXT:ALCLS

Cellectis — Q1 2026 Earnings Presentation

31 slides from Cellectis's earnings presentation, May 11, 2026

  1. Slide 1: Corporate Presentation

    Corporate Presentation March 2026 1

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains “forward-looking” statements within the These forward-looking statements are made in light of information meaning of applicable securities laws, including the Private Securities currently available to us and are subject to numerous risks and Liti

  3. Slide 3: Cellectis' Leadership Position in Cell & Gene Therapy

    Cellectis’ Leadership Position in Cell & Gene Therapy BEST-IN-CLASS INNOVATIVE END-TO-END STRONG GENE EDITING ALLOGENEIC CAR-T IN-HOUSE PARTNERSHIPS PLATFORM MANUFACTURING 4 ongoing clinical trials*: Diversified Financial Backed by Strong IP and (2 in Pivotal Phase II and Upsides Know-How 2 in Phase

  4. Slide 4: Cash Position & Partnerships

    Cash Position & Partnerships Partnerships with industry leaders: Multi-billion potential milestones ClinicalCash Trials* Position* + royalties $211M as of December 31, 2025 Expected runway into H2 2027 * Cash position i.e. cash, cash equivalents and fixed-term deposits include restricted cash of $4.

  5. Slide 5: TALEN is Best-in-class Gene Editing

    TALEN® is Best-in-class Gene Editing NUCLEASE SAFE Low genotoxicity and off-target* Gene replacement, correction, insertion PRECISE Targets precisely any DNA BASE EDITORS Gene editing without CRISPR- associated genotoxicity EFFICIENT High editing efficiencies (up to 100%) GENE MODULATORS VERSATILE V

  6. Slide 6: UCART Design

    UCART Design CD52 KO TCRaβ KO CAR CD52 KO TCRaβ KO Resistance to Minimizes risk CAR-T cell anti-CD52 abs of GvHD Abs: Antibodies ; CART: Chimeric Antigen Receptor T-cell ; GvHD: Graft-versus-Host-Disease ; KO: Knock-Out ; UCART: Universal Chimeric Antigen Receptor T-cell 6

  7. Slide 7: Allogeneic CAR-T: Unlocking a Scalable Industrial Approach

    Allogeneic CAR-T: Unlocking a Scalable Industrial Approach Healthy donor Cell Cell Frozen UCART Patients cell collection modification amplification product Scalable Manufacturing Off-The-Shelf 1 batch = 100s doses Immediate access and Scalable to 1000s doses attractive gross margins 7

  8. Slide 8: Fully Integrated Manufacturing

    Fully Integrated Manufacturing Paris, France Raleigh, NC CMC Development, UCART – Clinical & Intended Starting Materials Commercial Ready Site ✓ Process & analytical development ✓ UCART GMP manufacturing Allogeneic CAR-T ✓ Starting materials manufacturing: ✓ QC testing labs ➢ Buffers, ➢ Plasmids, ✓

  9. Slide 9: Advancing an Industry-Leading Pipeline

    Advancing an Industry-Leading Pipeline INDICATION / STUDY PRECLINICAL PHASE 1 PHASE 21 UPCOMING EXPECTED MILESTONE TYPE FULLY OWNED BALLI-01 B-ALL Pivotal Phase 2 first interim analysis Lasme-cel (CD22) (Allogeneic CAR-T) expected in Q4 2026 NATHALI-01 NHL Full Phase 1 dataset Eti-cel (CD20, CD22) (

  10. Slide 10: Lasme-cel and Eti-cel Differentiated Positioning

    Lasme-cel and Eti-cel Differentiated Positioning Post-CD19 CAR-T autologous treatments KITE-363/ KITE-753 JNJ-4496 CD19/CD20 CD19/CD20 ▪ CD20 & CD22: Differentiated targets validated in oncology AUTO 1/22 Ronde-cel CD19/CD22 CD19/CD20 ▪ Lasme-cel: Best-in-class allogeneic CD22 CAR-T for B-ALL. ▪ Eti

  11. Slide 11: Lasme-cel for patients with relapsed or refractory B-ALL

    Lasme-cel for patients with relapsed or refractory B-ALL Lasme-cel is not approved for commercialization 11

  12. Slide 12: B-ALL: an Unmet Medical Need

    B-ALL: an Unmet Medical Need B-CELL ACUTE LYMPHOBLASTIC LEUKEMIA • 1L treated population: ~9,200 Patients (US, EU4, UK)* High relapse in adults CHALLENGES WITH EXISTING TREATMENTS • Chemotherapies: Lead to high relapse rate in adults • ADCs have a limited effect: Low antigen expression • CD19-direct

  13. Slide 13: Why an Allogeneic CD22 CAR-T cell Product for r/r B-ALL?

    Why an Allogeneic CD22 CAR-T cell Product for r/r B-ALL? Allogeneic CAR-T Starts with Healthy-donor T Cells Healthier and less exhausted than autologous cells from heavily pretreated patients Off-the-Shelf is designed for “Speed” – in B-ALL Every Day Counts Standardized, Repeatable Quality All patie

  14. Slide 14: Poor Response Rates after Targeted Therapy Failure

    Poor Response Rates after Targeted Therapy Failure 1 After targeted therapy failure, salvage chemo yields low ORR and MRD: High unmet need in heavily Post Blina failure Post Ino failure Post CAR-T failure pretreated patients ORR <20% ORR <10-15% ORR <10% MRD-ve <10% MRD-ve <5-10% MRD-ve <5% 1. Inter

  15. Slide 15: BALLI | Demographic and Baseline Characteristics

    BALLI 01 | Demographic and Baseline Characteristics DL3 P2 All Subjects (n=12) Age ≤ 50 (n=9) Total (n=40) Age (yrs), median (range) 27 (16 - 66) 23 (16 - 45) 27 (16 - 68) Sex, n (%) Male 5 (41.7) 3 (33.3) 22 (55) Female 7 (58.3) 6 (66.7) 18 (45) ECOG PS, n (%) 0 5 (41.7) 4 (44.4) 14 (35) 1 6 (50) 4

  16. Slide 16: High Response Rates in P2 Cohort

    High Response Rates in P2 Cohort Overall Response Rate (%) 100% 100 90 83% Cellectis manufactured 80 68% 44% product (P2) is superior Percentage % 70 41% to CDMO product (P1) 60 50 32% 40 28% Recommended Phase 2 30 56% Dose: DL3 6% 20 36% 42% 10 22% Target Phase 2 0 P1(n=18) P1 (n=18 P2 (n=22) P2 DL

  17. Slide 17: High Response Rates in P2 Cohort

    High Response Rates in P2 Cohort CR/CRi rate with MRD status (%) 60 56% 56% 50 11% 42% 42% Percentage % 40 36% 36% In Target Phase 2 8% 9% population, 30 22% 22% 80% who achieved 45% 20 CR/CRi were also 11% 34% 27% MRD negative 10 11% 0 P1 (n=18 (n=18) P2 (n=22) P2 DL3 (n=12) Target Pivotal Phase 2

  18. Slide 18: Achieving Transplant: an Important Clinical Outcome

    Achieving Transplant: an Important Clinical Outcome 100% Received or Eligible for HSCT In Phase 2 target population 18

  19. Slide 19: Improved Survival in Patients Who Responded

    Improved Survival in Patients Who Responded Overall Survival over 12 months by Response Median Overall Survival in Subjects who Achieve MRD- negative CR/CRi 16 14.8 14.8 14 12 10 9.4 Months 8 6 4 2 0 P2 DL3 Target Pivotal Phase 2 Population P2 14.8 months DL3 Median overall survival in subjects who

  20. Slide 20: High CR/CRi Rates in Patients Exposed to Prior Targeted Therapies

    High CR/CRi Rates in Patients Exposed to 3 Prior Targeted Therapies: Inotuzumab, Blinatumomab and CD19 CAR-T CR/CRi Rate (in %) in Patients with Prior Exposure to 3 Targeted Therapies: Blin, Ino and CD19 CAR-T 80 70 Deep 60 responses if 50 received all 3 available 40 75% targeted 30 60% therapies 20

  21. Slide 21: Low Incidence of Grade ≥ CRS and ICANS

    P21 Low Incidence of Grade ≥ 3 CRS and ICANS CRS and ICANS: DL3 (n=18) CRS and ICANS: Total Population (n=40) 100 100 90 90 80 5.5 80 70 70 2.5 Percentage (%) Percentage (%) 60 39 60 32.5 50 50 40 40 12 30 30 12 20 39 20 37.5 5 10 10 17 10 7.5 0 0 CRS ICANS CRS ICANS Grade1 Grade 2 Grade 3 Grade1 Gr

  22. Slide 22: Study Design: Pivotal Phase 2

    Study Design: Pivotal Phase 2 Primary Endpoint: Recruitment of patients driven by 75 planned study centers in CR / CRi, evaluated within North America and Europe 3 months (from Day 28 to Day 84) Age 12-50 years LD: Lymphodepletion; RP2D: Recommended Phase 2 Dose 22

  23. Slide 23: Multiple Catalysts to 2H 2028

    Clear Registration Path to BLA Submission Targeted For 2028: Key Anticipated Milestones 4Q 2026 2Q 2027 3Q 2027 1Q 2028 2H 2028 BLA Interim Interim Enrollment Primary Submission Analysis 1 Analysis 2 Completed Analysis 40 Patient dose 50% Pivotal Cohort Completed optimization Multiple Catalysts to 2

  24. Slide 24: Lasme-cel Has the Potential to Reach Up To ~1.9 K Addressable 3L+ Patients

    Lasme-cel Has the Potential to Reach Up To ~1.9 K Addressable 3L+ Patients U.S. and EU4+UK 2035E Lasme-cel Addressable Population Incident 1L Treated B-ALL Population (2035E) ~9.2 K Patients (~5.1 K U.S. + ~4.1 K EU4+UK) Of the ~9.2 K expected B-ALL patients, ~45% are expected to progress to 2L, ~45

  25. Slide 25: Lasme-cel Could Achieve Up To ~$700 M in Peak Gross Sales

    Lasme-cel Could Achieve Up To ~$700 M in Peak Gross Sales (U.S., EU4, UK) Assumption Source / Rationale Addressable Patients (#) ~1.1 K ~840 Represents expected 3L CAR-T eligible patients in 2035 x x • Triangulated using physician-reported preferences and average market share of Preference Share (%)

  26. Slide 26: Eti-cel for patients with relapsed or refractory NHL

    Eti-cel for patients with relapsed or refractory NHL Eti-cel is not approved for commercialization 26

  27. Slide 27: Eti-cel: Study Design

    Eti-cel: Study Design Dose Escalation Key inclusion criteria: Dose Expansion ▪ Age 18–80 years BOIN design • 2-4 pts/cohort ▪ Mature B-cell NHL except CLL/SLL, Richter’s from CLL/SLL, Burkitt’s lymphoma, or Waldenstrom’s macroglobulinemia 450 × 10 6 cells DL 3 ▪ Tumor positive for CD20 and/or CD22 ▪

  28. Slide 28: Eti-cel: High Response Rates in R/R NHL

    Eti-cel: High Response Rates in R/R NHL Response rate at current dose level (%) n=8 100 90 80 70 Percentage % 60 5/8 CR at 50 current 88% 40 dose level 30 63% 20 10 0 ORR CR Presented at ASH 2025 28 ASH: American Society of Hematology Annual Meeting

  29. Slide 29: Expected 2026 Catalysts

    Expected 2026 Catalysts Lasme-cel Pivotal Phase 2 First Interim Analysis Eti-cel Full Phase 1 Dataset Preclinical PoC for In Vivo Gene Therapy PoC: Proof-of-Concept 29

  30. Slide 30: Thank You

    Thank You Reach us at: investors@cellectis.com Cellectis Paris Cellectis New York Cellectis Raleigh 8, rue de la Croix Jarry 75013 430 East 29th Street 2500 Sumner Boulevard Paris – France New York, NY, 10016 – USA Raleigh, NC, 27616 – USA Cellectis®, TALEN® and our corporate logos are registered tr

  31. Slide 31: Diversified Partnerships with Industry Leaders

    Diversified Partnerships with Industry Leaders CAR-T CAR-T BCMA, CD70 TILs Cell and Gene Therapies CD19 (cema-cel) + 13 targets Exclusive U.S. rights Exclusive Research Joint Research and worldwide license exclusively worldwide license collaboration and Collaboration to CD19-directed sublicensed to

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