Cellectis SA Q2 FY2023 earnings call

• Clinical trial progress: UCART22 data presented at European Hematology Association Annual Meeting, UCART123 data from AMELI-01 clinical trial at American Society of Gene and Cell Therapy Annual Meeting, and UCART20x22 in NATHALI-01 study ongoing. Preclinical data on gene editing for sickle cell mutation and TALEN Base Editors presented at conferences.
• Appointment of Dr. Cecile Chartier as Director of the Board of Directors.
• Progress in pipeline with BALLI-01, NATHALI-01, and AMELI-01 trials, showcasing gene editing platform power for treating unmet medical needs.

No specific product segments with detailed financial performance and revenue contribution provided in the transcript. Overall financials noted include cash, cash equivalents, and restricted cash position of $89 million as of June 30, 2023, net loss of $46 million for the six-month period ended June 30, 2023, etc.

• Cash position is expected to fund Cellectis stand-alone operations into the third quarter of 2024.
• Expect to release new data on UCART22 manufactured in-house later this year.
• First-in-human data for UCART20x22 expected later this year.

• Forward statements based on current expectations and assumptions are subject to risks and uncertainties that may cause actual results to differ from forecasts. Risks are detailed in Cellectis' most recent Form 20-F and subsequent SEC filings.

Q: Question about the BALLI-01 study in ALL, specifically dose with in-house product and when to expect first data from in-house product A: Mark Frattini responded that the in-vitro comparability tests showed Cellectis' product was more potent, so it started at a reduced dose level 2, and first patients dosed with in-house product will be discussed later this year Q: Question about UCART22 durability and Base Editor potential A: Mark Frattini mentioned looking at six-month duration for durability, and Andre Choulika discussed base editor's precision and potential uses in multiplexing and in-vivo delivery for genetic diseases Q: Question about UCART20x22 data readout, dose levels, enrollment, and cash runway monetization A: Mark Frattini talked about first-in-human data expected later this year with initial dose level 50 million cells flat, and Bing Wang mentioned European Investment Bank loan and other cash options but not royalty monetization Q: Question about enrollment in UCART20x22 trial and physician feedback A: Mark Frattini stated enrollment continuing and investigators excited about the product's potential as an alternative to CD19 Q: Question about UCART22 patient data at year-end, sites active, and U.S. dosing A: Mark Frattini mentioned revealing first patient data with in-house manufactured product later this year, trial enrolling in U.S. and EU Q: Question about unmet need in post-CD19 patients for UCART22 and UCART123 with FCA A: Mark Frattini discussed UCART22 as the only allogeneic CAR-T in ALL space and importance of alemtuzumab in UCART123 and UCART20x22 for lymphodepletion Q: Question about expression requirements in UCART20x22 and Servier disputes A: Mark Frattini said no requirement for both CD20 and 22 expression (either is acceptable), and Andre Choulika abstained from commenting on Servier disputes Q: Question about SAP CAR-T target, initial population, and clinic timeline A: Andre Choulika mentioned SAP CAR-T is an exciting product in preclinical pipeline with potential in monotherapy or combo therapies, and watch for future developments