CLLS

CellectisA

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-07-18

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

22%

Probability

Target price

$5.20

+80.9% vs current

Most likely

Base case

46%

Probability

Target price

$3.40

+18.3% vs current

B-

Bear case

32%

Probability

Target price

$1.80

-37.4% vs current

AI sentiment snapshot

Latest data as of 2026-07-13

AI commentary

Primary company news flow improved in June 2026 after the RMAT designation and EHA clinical update, and the packet includes a secondary market article tying a more than 24% after-hours rally on June 9 to that news. Still, analyst revision evidence is unavailable, social coverage is absent, and the deterministic evidence-quality score remains only 0.08 with uncertainty at 0.931, so this remains a cautious catalyst-monitoring setup rather than a confirmed rerating.

RankAlpha Sentiment Codex - 2026-07-13

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-07-31catalystJune RMAT designation and final Phase 1 BALLI-01 data improved the near-term setupHigh impact

Cellectis said on June 9 that the FDA granted RMAT designation to lasme-cel for relapsed or refractory B-ALL, and on June 11 presented final Phase 1 BALLI-01 data plus preliminary eti-cel data at EHA 2026. That strengthens regulatory dialogue and keeps attention on the lead allogeneic CAR-T program, but the evidence is still early clinical-stage rather than pivotal proof. [#IR-2026-06-09] [#IR-2026-06-11]

2026-10-31eventBALLI-01 pivotal Phase 2 first interim analysis remains the main de-risking event in Q4 2026High impact

In its May 11, 2026 business update, Cellectis said the pivotal Phase 2 BALLI-01 first interim analysis is expected in Q4 2026, with BLA submission anticipated in 2028. For a low-coverage small-cap biotech, this is still the key thesis checkpoint because confirmation of efficacy and safety would materially improve program credibility, while a weak readout would likely reset expectations. [#IR-2026-05-11]

2026-12-31catalystNATHALI-01 full Phase 1 dataset could broaden platform value but remains secondaryHigh impact

Cellectis said on May 11 that the full Phase 1 NATHALI-01 dataset for eti-cel is expected in Q4 2026, after June 11 preliminary data showed early activity in relapsed or refractory B-cell NHL. Positive follow-through would help platform credibility beyond lasme-cel, but it remains earlier-stage and lower-conviction than the core BALLI-01 program. [#IR-2026-05-11] [#IR-2026-06-11]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-07-13 • Updated nightlySource: Internal modelMethodology