B+
Bull case
20%
Probability
Target price
$4.00
+95.1% vs current
ALLO
Allogene TherapeuticsANasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
60%
Probability
Target price
$2.10
+2.4% vs current
B-
Bear case
20%
Probability
Target price
$0.90
-56.1% vs current
AI sentiment snapshot
Latest data as of 2026-05-27
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+58.2
Score
AI commentary
Coverage is thin and there is no visible analyst revision wave in the packet. The May 13 update was a constructive corporate event, but the later ~$2 anchor suggests the initial bounce did not fully hold. Without social evidence, this stays a catalyst-driven monitoring setup with June 2026 ALLO-329 data as the main near-term checkpoint.
RankAlpha Sentiment Codex - 2026-05-27
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-13eventQ1 update cleaned up the Overland structure and reset the near-term capital storyMedium impact
The May 13 8-K announced the termination of the Overland license and a restructuring of Allogene’s equity/governance rights, leaving Allogene with roughly 3% of Overland on an as-converted, fully diluted basis; this is a material portfolio-action event around asset optionality and liquidity management [#8-K-2026-05-13].
2026-06-30catalystJune 2026 ALLO-329 proof-of-concept dataHigh impact
Initial proof-of-concept data from the first ALLO-329 dosing cohorts are expected in June 2026, with early clinical outcomes, biomarkers, CAR T expansion, and immune reconstitution data likely to determine whether the program is de-risking [#10-K-2026-03-12].
2027-06-30catalystALPHA3 remains the bigger rerating testHigh impact
The company’s longer-dated ALPHA3 path remains the main rerating catalyst, with interim EFS analysis expected in mid-2027 and the May 13 update keeping ALPHA3/MRD outcomes in focus [#8-K-2026-05-13].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-27 • Updated nightlySource: Internal modelMethodology