Allogene Therapeutics: Is The Market Looking At CAR-T Persistence The Wrong Way?

Carla Aramouni 1 Follower Follow Summary Cema-cel produced MRD clearance in 58.3% of treated patients versus 16.7% under observation. The 97.7% median ctDNA reduction by day 45 shows substantial early biological activity. FDA RMAT and Fast Track designations support the development strategy but do not prove durable efficacy. My $3.50 fair-value estimate implies approximately 61% upside, supporting a speculative "Buy" rating despite unresolved EFS and dilution risks.