Financial Performance - AUCATZYL achieved net product sales of $21.1 million in Q3 2025[10] - Total revenue for Q3 2025 was $21.194 million[55] - Revenue for the nine months ended September 30, 2025, reached $51.0 million[11] - The company reported a total comprehensive loss of $84.9 million in Q3 2025[55] - As of September 30, 2025, the company's cash position was $367.4 million[56] AUCATZYL Launch and Market Access - AUCATZYL has been launched in the US, with strong initial execution in relapsed/refractory B-ALL (r/r B-ALL)[7] - The company has established 60 authorized treatment centers[14] - AUCATZYL has achieved patient access for over 90% of U S covered lives, exceeding initial expectations[14] - CAR T market share in relapsed/refractory disease in 2024 is approximately 15%[15] Obe-cel Expansion and Pipeline - The company is exploring the potential of obe-cel in new indications beyond adult B-ALL, including pediatric ALL, lupus nephritis, and multiple sclerosis[7] - In a Phase 1 study of obe-cel in Systemic Lupus Erythematosus (SLE), 83.3% (5/6) of patients achieved DORIS (Definition of Remission in SLE)[40] - In the SLE study, 50% (3/6) of patients achieved CRR (complete renal response)[40]

AUCATZYL Launch and Growth - AUCATZYL achieved net product sales of $9 million in Q1 2025[8] - Approximately 90% of total U S medical lives are covered for AUCATZYL[10] - 39 Treatment Centers Authorized as of 05/07/25[8] - Conditional marketing authorization in the UK received April 25, 2025, with EMA decision expected in H2 2025[12] Obe-cel Development and Potential - Obe-cel demonstrated a high MRD-negative complete remission rate of 94% in r/r adult and pediatric acute B cell lymphoblastic leukemia (ALL) patients[17] - In non-Hodgkin lymphoma, obe-cel showed a high metabolic complete remission rate of 88% in r/r LBCL and 95% in r/r FL[17] - Preliminary CARSLYLE SLE P1 trial data shows 10+ point drop in SLEDAI-2K scores and 3 of 6 patients with renal CRs by month 3[22] Financial Status - The company's cash, cash equivalents, and marketable securities totaled $516 6 million as of Q1 2025[41] - Net product revenue for Q1 2025 was $8 982 million[40] Upcoming Milestones - The company anticipates dosing the first patient in the Phase 2 trial for lupus nephritis by year-end 2025[32] - The company anticipates dosing the first patient in the progressive MS Phase 1 trial by year-end 2025[37]