Cellectis Partially Terminates License Agreement with Servier, Initiates UCART19 V1 Licensing Discussions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Should l Buy CLLS?
Source: Newsfilter
- Arbitration Ruling: Cellectis announced that the Arbitral Tribunal has partially terminated its License Agreement with Servier concerning product UCART19 V1, marking a significant development in the company's legal proceedings.
- Licensing Negotiations: The Tribunal mandated that Cellectis engage in good-faith discussions regarding a direct license for UCART19 V1 at Allogene's request, potentially paving the way for future commercial collaboration.
- Product Background: UCART19 V1, also known as ALLO-501, is a key product for Cellectis in the CAR T immunotherapy space, holding significant market potential to provide innovative treatment options for cancer patients.
- Strategic Implications: This arbitration outcome not only helps Cellectis protect its intellectual property but also may enhance its competitive position in the cell and gene therapy market, driving future growth for the company.
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Analyst Views on CLLS
Wall Street analysts forecast CLLS stock price to rise
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 3.490
Low
4.00
Averages
7.00
High
9.00
Current: 3.490
Low
4.00
Averages
7.00
High
9.00
About CLLS
Cellectis SA is a France-based company active in the field of genome engineering and genomic surgery. The Company specializes in the research, development, and commercialization of rational genome engineering technologies. The Company develops immunotherapies that aim to force the immune system to target and eradicate cancer cells. It has developed an expertise in combining meganucleases with engineered targeting Deoxyribonucleic Acid (DNA) matrices into Meganuclease Recombination Systems (MRS), used for gene excision, correction or replacement. Cellectis SA markets its technologies mainly for use in the research field, in pharmaceutical drug discovery programs, in the agronomics, bioproduction, and biotherapeutics fields. Cellectis SA operates several subsidiaries. The Company operates in France and the United States, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Impressive Efficacy Data: Lasme-cel achieved a 100% overall response rate and a 56% complete remission rate in the target Phase 2 population, with 80% of patients reaching minimal residual disease-negative status, indicating significant efficacy in treating relapsed acute lymphoblastic leukemia (B-ALL).
- Deepening Strategic Partnerships: Cellectis is advancing its collaboration with AstraZeneca to develop up to 10 novel cell and gene therapy products addressing high unmet medical needs, further solidifying its leadership position in the biotechnology sector.
- Sufficient Cash Runway: Cellectis believes its cash and cash equivalents will fund operations into H2 2027, ensuring continued progress in critical clinical trials and strategic investments.
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Arbitration Outcome Details: The tribunal dismissed Cellectis's claims against Servier, including financial claims related to milestone payments, and mandated a partial termination of the license concerning the discontinued UCART19 V1 product.
Allogene's Future Prospects: With the legal dispute resolved, Allogene is positioned for a significant catalyst period in 2026, including an interim analysis of cema-cel's efficacy in treating large B-cell lymphoma.
Current Stock Prices: As of the latest update, Cellectis stock is priced at $3.96, while Allogene stock is at $1.49, reflecting a 1.37% increase for Allogene.
See More
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- Financial Impact: The ruling dismissed Cellectis's financial claims, clarifying that milestone payments are contingent upon FDA acceptance of a Biologics License Application, which alleviates short-term financial pressures for Allogene.
- Clinical Progress: Allogene is set to conduct an interim futility analysis of cema-cel in the pivotal Phase 2 ALPHA3 trial in 1H 2026, aimed at evaluating its efficacy in large B-cell lymphoma patients, potentially yielding significant clinical data for the company.
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See More
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- Clinical Trial Progress: Cellectis initiated the pivotal Phase 2 BALLI-01 trial for lasme-cel in October 2025, with the first interim analysis expected in Q4 2026 involving 40 participants, showcasing the company's strong growth potential in tumor immunotherapy.
- Impressive Efficacy Data: Lasme-cel achieved a 100% overall response rate and a 56% complete remission rate in the target Phase 2 population, with 80% of patients reaching minimal residual disease-negative status, indicating significant efficacy in treating relapsed acute lymphoblastic leukemia (B-ALL).
- Deepening Strategic Partnerships: Cellectis is advancing its collaboration with AstraZeneca to develop up to 10 novel cell and gene therapy products addressing high unmet medical needs, further solidifying its leadership position in the biotechnology sector.
- Sufficient Cash Runway: Cellectis believes its cash and cash equivalents will fund operations into H2 2027, ensuring continued progress in critical clinical trials and strategic investments.
See More
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- Manufacturing Capability Assessment: Autolus will evaluate Cellares' Cell Shuttle platform to enhance its commercial manufacturing operations at the Nucleus facility in Stevenage, UK, which is expected to improve production efficiency and reduce costs.
- High-Throughput Production: Cellares' platform can process up to 16 patient batches simultaneously, delivering up to 10-fold higher throughput than conventional cell therapy manufacturing facilities, potentially significantly enhancing Autolus' market competitiveness.
- Exploration of New Indications: Autolus is assessing its AUCATZYL® therapy for indications beyond acute lymphoblastic leukemia, and successful expansion could lead to increased demand for manufacturing capacity.
- Strategic Partnership Outlook: The integration of Cellares' technology with Autolus' existing manufacturing foundation may provide a capital-efficient solution for future expansion, addressing the growing patient demand.
See More
Cellectis SA Receives Buy Rating with $9 Price Target from Clear Street
- Analyst Rating Change: Clear Street analyst Bill Maughan initiated coverage on Cellectis SA (NASDAQ:CLLS) with a Buy rating and a price target of $9, representing a potential upside of 91% from its closing price of $4.69 on Monday, indicating optimistic market expectations for its future growth.
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- Septerna, Inc. Buy Rating: Jones Trading analyst Catherine Novack initiated coverage on Septerna, Inc. (NASDAQ:SEPN) with a Buy rating and a price target of $43, while the stock closed at $29.47, indicating an upside of approximately 46%, which may attract investors seeking growth opportunities.
See More
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Cellectis Stock Decline: Shares of Cellectis S.A. fell 17.35% following a favorable arbitration outcome for Allogene Therapeutics, which confirmed Allogene's control over the CAR-T therapy cema-cel.
Arbitration Outcome Details: The tribunal dismissed Cellectis's claims against Servier, including financial claims related to milestone payments, and mandated a partial termination of the license concerning the discontinued UCART19 V1 product.
Allogene's Future Prospects: With the legal dispute resolved, Allogene is positioned for a significant catalyst period in 2026, including an interim analysis of cema-cel's efficacy in treating large B-cell lymphoma.
Current Stock Prices: As of the latest update, Cellectis stock is priced at $3.96, while Allogene stock is at $1.49, reflecting a 1.37% increase for Allogene.
See More
Lightwave Logic, Kyverna Therapeutics, and Other Major Stocks Decline in Tuesday's Pre-Market Trading
U.S. Stock Futures: U.S. stock futures are down, with Dow futures falling approximately 0.2% on Tuesday morning.
Lightwave Logic Inc: Shares of Lightwave Logic Inc dropped 14.5% to $3.22 in pre-market trading following the announcement of a $35 million public offering.
Other Declining Stocks: Several other stocks also saw declines in pre-market trading, including Ascent Solar Technologies (-15.1%), Fractyl Health (-10.4%), and Ready Capital (-9%).
Market Overview: The overall market sentiment appears negative, with multiple companies reporting significant drops in their stock prices ahead of the trading day.
See More
Allogene Secures Global Control of Cema-Cel, Interim Analysis Set for 1H 2026
- Legal Victory: Allogene's favorable arbitration outcome against Cellectis reaffirms its full control over cema-cel, securing development and commercialization rights in the U.S., EU, and UK, thereby paving the way for global market expansion.
- Financial Impact: The ruling dismissed Cellectis's financial claims, clarifying that milestone payments are contingent upon FDA acceptance of a Biologics License Application, which alleviates short-term financial pressures for Allogene.
- Clinical Progress: Allogene is set to conduct an interim futility analysis of cema-cel in the pivotal Phase 2 ALPHA3 trial in 1H 2026, aimed at evaluating its efficacy in large B-cell lymphoma patients, potentially yielding significant clinical data for the company.
- Market Outlook: With the arbitration results, Allogene strengthens its market position in the CAR T cell therapy sector, likely attracting more investments and enhancing its competitiveness in the global biotechnology market.
See More
