ALLO Allogene Therapeutics Inc

$ALLO | ACR 2026 — Potential Platform-Defining Data and a Significant Re-Rating Opportunity Today’s ALLO-329 Phase 1 RESOLUTION results are exceptionally encouraging, particularly given the early dose levels and reduced conditioning regimens. Key highlights: * 8/10 scleroderma patients achieved and maintained clinically meaningful improvements in modified Rodnan Skin Score (mRSS). * 9/10 patients remained off background immunosuppressive therapy. * Clinical activity was observed across all three conditioning approaches, including NO lymphodepletion. * Favorable initial safety in 18 patients: no DLTs, ICANS, GvHD, IEC-HS or Grade ≥3 CRS. * Durable clinical improvement occurred without complete peripheral B-cell depletion, suggesting a potentially differentiated immune-reset mechanism. The real breakthrough could be Dagger®. If ALLO-329 can deliver durable efficacy without conventional lymphodepleting chemotherapy, it could fundamentally change the safety, accessibility, cost structure and commercial potential of autoimmune CAR-T therapy. Importantly, Dagger is a modular platform, with potential applications extending beyond scleroderma, lupus and myositis into additional autoimmune diseases and oncology. Recent SITC preclinical findings further support its adaptability. Valuation disconnect: With approximately $389M in cash at Q3 and runway into 2029, ALLO’s current valuation appears to assign limited value to the potential of its autoimmune franchise, Dagger platform and advancing oncology pipeline. The dataset remains small and early, and durability requires further validation. Nevertheless, these results provide compelling initial evidence of clinical activity with reduced conditioning. My view: ALLO has delivered an important early proof-of-concept. If replicated in larger cohorts with sustained responses, this could support a substantial re-rating and potentially position ALLO-329 among the most differentiated autoimmune CAR-T therapies in development. Bullish. Long $ALLO.

The share price is dropping but there is no evidence that the stock is failing because of a fundamental change in the the Alpha 3 or ALLO-329 story. In fact, the opposite is true. Alpha 3 remains on track; the futility analysis was good enough for FDA to grant RMAT & fast track designations; the company ended 3Q w 389 M in cash, and enrollment momentum is continuing. So the conclusion is that the price is dropping because the major inflection points are 6-18 months away. For long term investors that means a buying opportunity. I continue to accumulate. Opinion only not advice. $ALLO

$ALLO ALPHA3 and RESOLUTION Q3 Update This infographic focuses exclusively on the two most important programs discussed during Allogene's Q3 call: ALPHA3 and RESOLUTION. Pay particular attention to Roberts' description of a "virtuous cycle" in RESOLUTION. This is important. Early enrollment of dcSSc patients was followed by growing enthusiasm among SSc investigators, which in turn drove additional SSc enrollment. We saw this first hand with Johns Hopkins, and I made note of it many times for all of you to witness. That is what a virtuous cycle means: a positive, self-reinforcing process where each development strengthens the next. Understanding why this happened is particularly interesting heading into Monday's expanded clinical readout.

$ALLO There is a big difference between a biotech saying it believes in its technology and continuing to invest in developing an entire pipeline around it. Look at the chronology. Dagger emerged from ALLO-316, followed by ALLO-329 and the RESOLUTION trial, then BCMA/CD70, and now DLL3/CD70. Allogene has been accumulating clinical and translational data while continuing to expand its Dagger-based pipeline. Why would a company with access to its own data keep investing in new assets built around technology that was showing no evidence of working?

$ALLO Fear and loathing for weeks. Yet, we may be on the precipice of seeing beauty for ashes, dancing for mourning, strength for fear. Ultimately, let's get a good product out there that may help a lot of people in their fight against cancer.

$ALLO Finally trading under cash again. Gonna start increasing my position. Same as the last time this happened

$ALLO | Monday’s ACR Data Could Be a Major Clinical AND Platform Inflection Point Following today’s Q3 conference call, I’m increasingly bullish on Monday’s expanded ALLO-329 autoimmune CAR-T presentation. Management’s confidence and unusually specific guidance were particularly encouraging. Several important signals from the call: 1. Clinically meaningful scleroderma efficacy: Management explicitly identified an approximately 5-point reduction in the modified Rodnan Skin Score (mRSS) as a widely accepted threshold for clinically meaningful improvement in systemic sclerosis. Importantly, management emphasized that this is an established clinical benchmark, not an arbitrary company-defined measure. This was a notable comment ahead of Monday’s efficacy disclosure. 2. Management’s enthusiasm for systemic sclerosis: Investigators treating diffuse cutaneous systemic sclerosis have demonstrated particularly strong engagement. Management highlighted this as the most mature patient subgroup and expressed excitement about presenting its efficacy data. 3. Dagger technology validation: Monday’s dataset includes additional patients, longer follow-up, three dose levels and three conditioning approaches, including NO lymphodepletion. Management specifically encouraged investors to examine whether ALLO-329 delivers on its original promise of meaningful CAR-T activity with reduced or eliminated chemotherapy conditioning. 4. Encouraging early safety: No high-grade toxicities or ICANS reported to date, although the two serious adverse events and their relationship to conditioning require further clarification. 5. Broader oncology implications: Demonstrating efficacy, CAR-T expansion and persistence without lymphodepletion could provide important human proof of concept for Dagger, potentially extending its value beyond autoimmune disease into Allogene’s next-generation oncology programs, including solid tumors. Why Monday could be particularly impactful: Management knows the underlying data and repeatedly expressed confidence in the program. Its specific discussion of the 5-point mRSS benchmark, the mature systemic sclerosis subgroup and conditioning-independent activity provides an encouraging setup. A meaningful proportion of patients achieving sustained ≥5-point mRSS improvement, particularly without lymphodepletion, would be a powerful clinical signal. To be clear, clinical significance is not the same as statistical significance. The actual patient-level changes, sample size, variability and durability will determine how compelling the evidence is. From an investment perspective, successful validation could materially increase ALLO-329’s risk-adjusted NPV while introducing substantial oncology platform optionality. This isn’t simply about validating another autoimmune CAR-T asset. It’s potentially about validating an entirely different, more accessible model for off-the-shelf CAR-T across autoimmune disease and oncology. Monday could be a meaningful re-rating catalyst. Bullish on the setup. Long

$ALLO Allogene Therapeutics is actively developing next-generation allogeneic CAR T-cell (AlloCAR T) therapies designed to reduce or entirely eliminate the need for conventional lymphodepleting chemotherapy. I still say there is a good possibility BIG PHARMA would want that! Stay tuned!

$ALLO The Allogene story has not changed. Since David Chang transitioned to the Board and handed over the CEO position to Zachary Roberts, the Allogene story has not changed. We were on the path to the RESOLUTION readout before that transition, and we remain on that same path today. Alpha3 continues toward its planned interim analysis in 2027 with a potential early BLA in 2027. TPG's liquidation and the trading activity surrounding ALLO shares do not change the underlying clinical science or the enormous potential of these programs. Nothing in the statements from loudest non-share holder of Allogene on this board demonstrates otherwise. The upcoming RESOLUTION data will tell us far more about Allogene's future than another recital of its share-price history.

$ALLO green 1.19 feels better than red 1.19 but, cmon 1.19?! This is going to be either legendary or some good character development.

$ALLO Majority of market down, not just allo. I knew after the USA rate hike, small cap and non revenue companies will get hit..does it make sense? No, cause allo has no debt...market manipulation at its finest...so hedges can make millions. But its part if the game..

$ALLO looking for a 50,000% return to break even, lol! I have faith in my Allo and the researchers!!

$ALLO Promising new autoimmune CAR-T program targeting lupus, scleroderma and myositis.q

$ALLO I have been buying a little every day it goes down. I think their technology is disruptive

$ALLO Another LinkedIn post by #ALLO. I think the rate of posts goes up as the price tag goes down

$ALLO The most critical near-term catalyst for Allogene is its expansion autoimmune • ALLO-329 (RESOLUTION Trial Data Update): Allogene is scheduled to release a significant clinical and translational data update in Q4 2026 for its Phase 1 RESOLUTION basket trial. • What it is targeting: This trial evaluates ALLO-329, a next-generation dual-targeted (CD19/CD70) AlloCAR T product for severe autoimmune conditions including Systemic Lupus Erythematosus (SLE), myositis, and scleroderma. • Why it's crucial: The Q4 readout will detail multiple dose levels (including the 20 million and 40 million cell cohorts). It is heavily watched because it utilizes Allogene’s proprietary Dagger® technology, which is designed to selectively eliminate the patient's rejection-primed immune cells. If successful, it could drastically reduce or entirely eliminate the need for harsh chemotherapy-based lymphodepletion before cell infusion, making autoimmune CAR-T vastly safer and easier to tolerate.

$ALLO Technical selling from the recent Caribou panic has pushed the stock against book value floor, but the actual underlying data points to a massive disconnect ahead of the ACR Convergence conference on Nov 9. The preliminary Phase 1 RESOLUTION data for the ALLO-329 autoimmune platform is already live and fully verified on the official ACR medical abstract registry (Abstract #1178): • Safety Blueprint: 0% Dose-Limiting Toxicities (DLTs) across the initial 9 patients treated. • Mechanism Proof: Successful B-cell depletion was explicitly achieved in both lymphodepleted and completely non-lymphodepleted (chemo-free) cohorts via their Dagger® tech [1.21]. • Early Clinical Efficacy: A severe Scleroderma patient saw a massive mRSS skin thickness reduction from 19 at baseline down to 6 at Month

$ALLO Garbage stock Garbage Company Garbage Management And paid pumpers like Hal and Keyser on Yahoo message boards. BTW, they are the same person.

$ALLO 8/10 SSc pts improved skin score, 9/10 off immunosuppressants, clean safety (n=18). Key question still open: no-LD vs. chemo efficacy split. Next data in 2027. Cash $389M into 2029

$ALLO 2 more recent posts on LinkedIn by #ALLO. They highlight the two upcoming updates tomorrow and Friday. For tomorrow's presentation, they said the presentation will highlight the encouraging anti tumor activity using CAR T therapy in renal Cell carcinoma. Are they letting the cat out the bag early? Is that the reason for the huge move today?? 😭