Lineage Cell Therapeutics (LCTX) Q2 2025 Earnings Call August 12, 2025 04:30 PM ET Speaker0Welcome to the Lineage Cell Therapeutics Second Quarter twenty twenty May. At this time, all participants are in a listen only mode. An audio webcast of this call is available on the Investors section of Lineage website at www.lineagecell.com. This call is subject to copyright and is the property of Lineage and recordings, reproductions or transmissions of this call without the expressed written consent of are strictl ...

Lineage Cell Therapeutics (LCTX) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Ioana Hone - Head, IRBrian Culley - CEOJill Howe - Chief Financial Officer Conference Call Participants William Wood - Equity Research AnalystJack Allen - Senior Research AnalystMichael Okunewitch - Senior Biotechnology AnalystAlbert Lowe - Senior Research AnalystNone - Analyst Operator Welcome to the Lineage Cell Therapeutics First Quarter twenty twenty five Conference Call. At this time, all participants a ...

Financial Data and Key Metrics Changes - As of March 31, 2025, the company's cash position was $47.9 million, expected to support operations into Q1 2027 [23] - Total revenues for Q1 2025 were $1.5 million, a net increase of $0.1 million compared to $1.4 million for the same period in 2024, primarily driven by collaboration revenue from Roche [24] - Operating expenses for Q1 2025 were $8 million, a decrease of $0.1 million compared to $8.1 million in Q1 2024 [24] - The net loss for Q1 2025 was $4.1 million or $0.02 per share, compared to a net loss of $6.5 million or $0.04 per share for the same period in 2024 [25] Business Line Data and Key Metrics Changes - OpRegen is currently in a Phase 2a study called the GALET study, which is exploring various parameters of surgical delivery [7] - The OPC1 program has been tested in 30 individuals with severe spinal cord injuries, with promising long-term safety and efficacy data [18] Market Data and Key Metrics Changes - The company is encouraged by recent positive data from competing RPE companies, which supports the potential of RPE transplants to drive clinical outcomes beyond currently approved therapies [13] Company Strategy and Development Direction - The company aims to capitalize on investments in cell manufacturing and expand capabilities through partnerships beyond OpRegen and OPC1 [27] - The manufacturing platform is seen as a competitive advantage, allowing for low-cost production of allogeneic therapies [15] Management's Comments on Operating Environment and Future Outlook - Management remains confident in OpRegen's potential to drive positive clinical outcomes in dry AMD and is encouraged by partners' commitment to the program [27] - The company is preparing for success by seeking additional partnerships and funding opportunities [27] Other Important Information - The company has completed GMP production runs capable of producing millions of doses from a single cell line, marking a significant achievement in manufacturing capabilities [16] Q&A Session Summary Question: Comparison of manufacturing capabilities with peers - Management expressed frustration over the lack of detailed comparisons from peers but emphasized their differentiated capabilities in manufacturing [31][33] Question: Potential tariff impacts due to manufacturing site in Israel - Management does not expect tariff impacts and has measures in place to mitigate production issues [36][37] Question: Thoughts on potential partnerships around new manufacturing capabilities - Management indicated that partnerships would vary by opportunity, focusing on success payments and ownership in assets rather than becoming a contract manufacturer [44] Question: Expected data from the OPC1 program - Initial data from the dose study is expected to be available within 30 days, with functional assessments potentially lagging by several months [54] Question: Design of the spinal cord injury trial - The trial will enroll between six and ten patients, with a staggered approach for thoracic and cervical patients [90]

Lineage Cell Therapeutics, Inc. (NYSE:LCTX) Q4 2024 Earnings Conference Call March 10, 2025 4:30 PM ET Company Participants Ioana Hone - Head of Investor Relations Brian Culley - Chief Executive Officer Jill Howe - Chief Financial Officer Conference Call Participants Jack Allen - Baird Joseph Pantginis - H.C. Wainwright Michael Okunewitch - Maxim Group Mayank Mamtani - Riley Securities Albert Lowe - Craig-Hallum Sean McCutcheon - Raymond James Operator Thank you for standing by. My name is Rochelle and I wi ...