AUTL Autolus Therapeutics Ltd - ADR

$AUTL My wife's 1 year AUCATZYL infusion (#1) anniversary was a couple of days go. She's doing well. She just had another bone marrow biopsy, so we're waiting on the MRD results. Expectation is that everything is normal, but naturally it is still stressful. As I've mentioned before, I'm not posting for sympathy or anything like that. I'm just posting to bring a real life touchpoint to the community. For context, she was diagnosed with ALL more than 12 years ago. Was treated successfully, but then relapsed about 18 months after remission. She was then treated again, and this time did a stem cell transplant, which was really brutal. She was then in remission for about 7 years before relapsing again. That time around, newer treatments including blinatumomab and Inotuzumab (Besponsa) made things easier. Then a few months after remission, MRD tests started showing some small signs of ALL again, and that's when we started the AUCATZYL journey, which took months until she could be treated. So here we are now, very thankful that we had this option. And I'm glad to see that AUCATZYL is selling more, finding trust amongst oncologists. ✌️💙

$AUTL RMAT is a positive sign that the ACR 2026 Lupus Abstract expected mid-September is good. Bodes well for $AUTL pipeline expansion into autoimmune.

$AUTL Q4 catalysts Earnings... revenue beat shows continue demand for the treatment. EPS beat shows cost control. Positive statements on demand or clinical successes. Expect early to mid November. Phase 1 CARLYSLE trial of obe-cel (AUCATZYL) in severe refractory systemic lupus erythematosus (SLE). Autolus submitted it for presentation at the American College of Rheumatology (ACR) Convergence 2026, held November 6–11 in Orlando. Initial clinical data from the Phase 1 ALARIC study of AUTO8 (a dual-targeting CD19/BCMA CAR-T, in collaboration with UCL) in light-chain (AL) amyloidosis are expected by the end of 2026. Incremental FELIX / ROCCA analyses at year-end meetings (ASH is typically early December) that strengthen the R/R preferred case or low-burden / earlier-R/R use. Any off-cycle NCCN ALL version that tightens language around preferred CAR-T choice in R/R Ph− disease. Those updates happen several times a year. Potential acquisition or partnerships. Any news on when AUTL expand to EU.

$AUTL Plan to keep opportunistically adding until $3 or so. My first sell area will likely be in the $8-9 range. JMHO.

$AUTL AUTL is one of the best buys in biotech, IOVA is an example of where AUTL is going. IOVA languished as they continued to generate significant revenue and grow their market. Once that was recognized price went from 3 to 8 quickly.

$AUTL The deaths that occurred in the Novartis/BMS trial will cause the FDA to laser focus on CAR T safety in the immunotherapy trials. AUTL will have an advantage I believe because there will be thousands of patients treated for B ALL with obe cell and months/years of results/data. The dosage is also lower in the AUTL trials, 410M cells for B ALL vs. 50M cells for Lupus. There are major catalysts coming up in addition to the quarterly earnings, including immunotherapy trial data, ROCCA update (real world patient data) and the NCCN update. NCCN set the guidelines for cancer drug use and their recommendations are usually followed by changes in insurance coverage. NCCN moving obe cell up for earlier use will be huge. I think the Novartis failure shows that even the big Pharma guys don't always succeed. We may also see some big Pharma players pay more attention to AUTL, BIC safety record, increasing revenue and having great success, so far, in their clinical trials.

$AUTL Another 2,700 shares added today; brought my average down a penny to $2.72 😂. Hoping for strong SLE and MS data to give us a kick 🍀

$AUTL in even deeper this time for some crazy reason. I have some ties to this stock and I just can’t shake it. I refuse to walk away without a 5x return….might bite me.

$AUTL there is nothing unusually about this pullback. all it did was revert back to the MEAN. just like I pointed out in a previous post. Every stock sooner of later ALWAYS reverts back to the MEAN. I'm just surprised it happened this fast. AUTL was at +3 which had no chance of continuing a move higher in the short term and you can see AUTL trading right to the +3 SD price. I dont think we go much lower and we're setting up nicely for the next leg up as the Mean is rising every day.

$AUTL looking at the Volume Profile, price is just ripping through these low volume nodes. Not concerned, I know what I own and still holding

$AUTL Based on what we know today, and with their updated guidance, a $900-$1B MC seems reasonable to me as the floor. So let’s say $3.50/share give or take.

$AUTL This NANANANA Clown told us to short at $1.20 and $1.50 and $1.80 … i think he is upset because he sold much lower or he is a fired employee, at least he is a 🤡! AUTL CEO Itin has sold or merged already 3 companies and a lot of money was earned by the shareholders, the same will happen here 😜.

$AUTL Good analysis and very accurate. I already said it at the time, 100% of my portfolio is in Autolus and I won't sell a single share until it reaches at least $19-22. World-class scientific and management team. ⏳🦠💎

$AUTL If AUTL can stay around the 52 week highs going into the end of the year there won't be any tax selling. Just another thing to keep the shorts trapped.

$AUTL Having Edelman and Perceptive part of the AUTL team goes well beyond the financing given his reputation and inside in the biotech world.

$AUTL stock has never been able to hold gains. Swingers game until they breakout. Scaling back in around $1.85 for the next mini run.

$AUTL this has nothing to do with AUTL and everything to do with rates. period end of story. trying to look into this more than that is a waste of time. nothing has changed with AUTL in 1 month. they are now talking about 2 rate hikes this year. that is why you're seeing biotech sell off. thats just the way it is.

$AUTL $1.40 was a level of significant loss for a lot of us longs and we finally corrected to an acceptable level. I get some profit taking, but the decline from $2.50 has been disappointing, and it will be really disappointing to see sub 2 🤷🏻‍♂️. I'm here for the long haul so it is what it is 😞

$AUTL Why is this news positive for Autolus? Revaluation of its own manufacturing model ("The Nucleus"): While competitors like BMS are trying to migrate already approved commercial processes to third-party automated platforms (with the high technical and regulatory risks this entails), Autolus built its own state-of-the-art commercial facility in Stevenage, UK ("The Nucleus"). The collapse of the BMS-Cellares agreement validates Autolus's strategy of controlling its own production infrastructure from day one for its AUCATZYL (obe-cel) therapy. It highlights the barriers to entry for migrating commercial processes: BMS made it clear that the breakup stems from the difficulty of adapting an already FDA-approved commercial process (Breyanzi) to the Cellares platform. This demonstrates that biotech companies that are not born with an integrated automated process have serious problems scaling at low cost, giving Autolus a competitive advantage in margin and execution.

$AUTL so, so frustrating. Almost all post earnings gains erased. We will be lucky to get back to $2.50 (if we hold $2) even with another good ER. Only hope is peds or SLE data comes out before then 🍀🤞🍀🤞. I've been patient, but if we are not above 3 by EOY I will have to decide how patient to remain 🧐