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Redefining the Future of CAR T Doing What No CAR T Has Done Before Allogene Corporate Overview November 2025
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2 Legal Disclaimers This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. To the extent that statements contained in this presentation are not descriptions of historical facts regarding Allogene Therapeutics, Inc. (“Allogene,” “we,” “us,” or “our”), they are forward-looking statements reflecting management’s current beliefs and expectations. Forward-looking statements are subject to known and unknown risks, uncertainties, and other factors that could cause our actual results, performance, or achievements—or those of our industry—to differ materially from those expressed or implied by such statements. You can identify forward-looking statements by words such as “anticipate,” “believe,” “could,” “designed to,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or the negative of those terms, and similar expressions that convey uncertainty about future events or outcomes. Forward-looking statements contained in this presentation include, but are not limited to, statements regarding intentions, beliefs, projections, outlook, analyses, or current expectations concerning, among other things: the development, clinical outcomes, and potential benefits of Allogene’s product candidates, including cema-cel, ALLO-329, and ALLO-316; the design, timing, and expected results of ongoing or planned clinical trials such as ALPHA3, RESOLUTION, and TRAVERSE; the potential for these programs to demonstrate favorable safety or efficacy profiles or support regulatory approval of our product candidates; ALPHA3 being a pivotal trial; the ability to manufacture and supply AlloCAR T products at commercial scale; expectations regarding regulatory pathways, commercialization opportunities, and market potential, including the potential for a product candidate to change the standard of care; deployment of Dagger® technology and its impact on the need for lymphodepletion; collaboration with Foresight Diagnostics and the potential for the Foresight CLARITY test to identify MRD+ patients and predict relapse; and the adequacy of Allogene’s cash resources and runway, among other statements related to future events or conditions. Various factors could cause material differences between Allogene’s expectations and actual results, including risks and uncertainties related to: changes in the macroeconomic or competitive environment; risks inherent in the research and development of novel therapeutic technologies; the limited nature of clinical data and the possibility that results from early-stage trials may not be predictive of future outcomes; delays or challenges in enrollment, manufacturing, or regulatory review and oversight; the ability to maintain intellectual property protection and key licensing rights; reliance on third-party partners and licensors; and the need for additional capital to execute operational plans. These and other risks are discussed in greater detail in Allogene’s filings with the U.S. Securities and Exchange Commission (SEC), including, without limitation, under the “Risk Factors” heading in its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025. Caution should be exercised when interpreting results from separate trials involving different product candidates, including when comparing Allogene’s clinical data to autologous CAR T data. Differences in clinical trial design, patient populations, follow-up times, and the product candidates themselves mean that results from autologous product trials may have no interpretative value for Allogene’s current or future results. Except as required by law, we undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future events, or otherwise. This presentation does not constitute an offer to sell or a solicitation of an offer to buy any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under applicable securities laws. Clarivate makes no representation or warranty as to the accuracy or completeness of the data (“Clarivate Materials”) set forth herein and shall have, and accept, no liability of any kind, whether in contract, tort (including negligence) or otherwise, to any third party arising from or related to use of the Clarivate Materials by Allogene Therapeutics. Any use which Allogene Therapeutics or a third party makes of the Clarivate Materials, or any reliance on it, or decisions to be made based on it, are the sole responsibilities of Client and such third party. In no way shall any data appearing in the Clarivate Materials amount to any form of prediction of future events or circumstances and no such reliance may be inferred or implied.
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3 Realizing the Full Potential of CAR T The AlloCAR T Platform Difference Highly Scalable, Off-the-Shelf Product Vast Array of Potential Indications One-Time Treatment Built for Broader Scale Commercialization cema- cel ALLO- 316 ALLO- 329 ALPHA3 Pivotal 1L consolidation trial in Large B cell Lymphoma (LBCL) Forefront of MRD*-guided, Earlier-Line Oncology Treatment TRAVERSE Phase 1 demonstrated deep and durable responses in advanced renal cell carcinoma Potential Breakthrough in Solid Tumors RESOLUTION Phase 1 Rheumatology Basket Trial Engineered for Autoimmune Disease with “Built-in” Lymphodepletion Core Clinical Programs *Minimal Residual Disease
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4 The Process is the Product up to 60K+ doses per year capacity (dependent on cell dose) Transforming CAR T Manufacturing to Biologic-like Scale Process & Analytical Development Quality & Product Characterization Supply Chain Management
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5 The Right Product Cema-cel: A Groundbreaking Trial in Large B Cell Lymphoma + 2L Treatment1L Treatment “Watch and Wait” for Relapse cema-cel The ALPHA3 TRIAL: Designed to Predict & Intervene BEFORE Relapse CURRENT STANDARD OF CARE + The Right Patient The Right Time Allogeneic CD19 CAR T with demonstrated safety and efficacy* Treat only patients who are MRD+ and at high risk of recurrence Treating when disease burden is low can improve outcomes *Based on Phase 1 data in relapsed/refractory LBCL that demonstrated durable responses comparable to autologous CAR T
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6 Identifying Patients at High-Risk of Relapse Using ctDNA MRD Assay1 1Ciculating Tumor DNA Minimal Residual Disease Assay; study is using investigational Foresight Diagnostics Clarity Test 2Data on file at Foresight Diagnostics 3Kurtz, JCO 2018; Alig JCO 2021; Pre 1L: Roschewski et al, ASH 2022 and unpublished Foresight Data; EOT: Roschewski et al, ASH, 2022 and unpublished Foresight Data; Pre 2l: Stepan et al, ASH 2023, 2024 MRD Allows for Earlier Intervention Median disease burden is >200-fold lower in patients who are MRD+3 Patients who are MRD+ at the end of front-line R-CHOP are >12X more likely to experience disease relapse2 MRD Predicts Outcome Potential for Greater Safety and Efficacy When Disease Burden Is Low
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Creating a New Standard of Care 2L Treatment1L Treatment Identify MRD positive patients and consolidate with cema-cel Potentially Cured with Consolidation Standard 1L End of Therapy Evaluation Cured Observation ”Watch and Wait” Autologous CAR T 7 To 2L Treatment MRD Negative Remission 1L Therapy (e.g. Rituxan- Chemo 6 cycles) LBCL Diagnosis ~30% ~10% ~60% Refractory Responding Complete Response or Partial Response PhasED-Seq MRD Test Future State 1Tilly H, Morschhauser F, Sehn LH, Friedberg JW, et al. Polatuzumab Vedotin in Previously Untreated Diffuse Large B-Cell Lymphoma. N Engl J Med. 2022;386(4):351-363.
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8 Trial Design & Size Open-label, multicenter, randomized pivotal Phase 2 ~220 LBCL patients in CR/PR at end of 1L therapy with MRD >50 cancer centers (U.S. and Canada), balanced between academic and community sites 1 Interim futility analysis planned after a minimum of 12 patients per arm ALPHA3 Pivotal Study Integrates cema-cel into 1L LBCL Randomization Following MRD screening cema-cel + FC Observation “Watch & Wait” Interim EFS Analysis Primary EFS Analysis 1:1 Randomization FC: Fludarabine 30 mg/m2/day, Cyclophosphamide 300 mg/m2/day, administered daily x 3 days. Cema-cel: 120 million CAR+ cells Secondary Endpoints PFS per IRC assessment OS Rate of conversion to MRD- Primary Endpoint EFS per blinded Independent Review Committee assessment 1H 2026: Interim Futility Analysis1 Next Key Milestone Interim Futility Analysis1 1L LBCL Consolidation
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ALPHA3 Expands CAR T Access to Where Patients Are Treated 9 CAR T access limited to select institutions Current: Autologous CAR Ts Future: cema-cel ~200+ US Sites Access Barriers Due to Infrastructure, Staffing, Administration, and Accreditation Hurdles Remove Referral Need by Going Directly to the Community Cancer Treatment Centers Streamlined Logistics + Simple Infrastructure Requirements + Manageable AE Profile + Outpatient Use Current Auto ATCs CAR T-Affiliated Centers Independent Sites High Volume with Infrastructure Other Large Centers Patient Referral Required CEMA-CEL MAY DRAMATICALLY SHIFT THE BARRIER TO ACCESS 20%Where Patients Receive Care 80%
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10 ALPHA3: Designed to Dramatically Transform the LBCL Market 3L+ 3L+ 3L+ 2L 2L 2021E* 2025E* 2032E* Estimated US+EU5 CAR T Net Sales ($B) Projected US+EU5 CAR T Market Size in LBCL by Line of Therapy 3L+ 2L 2032 w/ALPHA3** Market w/autologous CAR T only Potential Future with an Allogeneic in the 1L Consolidation Paradigm 2032E w/1L Consolidation2 ~$2.5B ~$3.5B ~$7B 1Source: CAR T class sales projections for US+EU5 markets rounded based on Decision Resources (© 2022 DR/Decision Resources, LLC. All rights reserved. Reproduction, distribution, transmission or publication is prohibited ) 2Sources: Based on CAR T 2032 class sales projections for US+EU5 markets rounded based on Decision Resources; general net price assumption of $400K/pt in US based on autologous CAR T pricing, and ~$267K/pt in EU5, for illustrative purposes only (Allogene has not made any pricing decisions for any AlloCAR TTM product at this time); adjusted to reflect additional ~$5B revenue potential for 1L Consolidation market opportunity, with 25% of that eroding 2L CAR T sales and 10% of that eroding 3L+ CAR T sales based on Allogene assessment 1L Consolidation Potential Opportunity ~$5B* ~$1B Market Split: US ~ 2/3, EU5 ~ 1/3 ~14,700 Patients/Year* *Represents all relapsing MRD+ patients in projected future market opportunity; MRD+ rate at 1L end-of-therapy timepoint assumed to be lower than rate at any timepoint 2021E1 2025E1 2032E1
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11 Jan 2025: Phase 1 Rheumatology Basket Trial IND Cleared Mid-2025: Phase 1 Trial Initiation 1H 2026: Potential for PoC Clinical Data Dual CD19/CD70 CAR Construct with Dagger® Technology Key Milestones ALLO-329: Built-in LD for Scalable CAR T in Autoimmune Disease Opportunity to Eliminate Lymphodepletion • Strong PK/PD effect from the Dagger® technology creates a path to lowering or eliminating lymphodepletion to enable potentially safer use across broader autoimmune indications Address Mechanisms of AID • Dual CD19/CD70 CAR Allows Depletion of Dysfunctional B cells and CD70+ T cells Reset & Preserve Immunity • Naïve host B cells reconstitute after treatment • Spares majority of T cells (CD70-) allowing a quicker immune reconstitution
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Protecting ALLO-329 From Rejection Broadens Effect Across Autoimmune Diseases *Arroyo Hornero, Commun Biol 2020 Naïve host B Cells reconstitute after treatment Potential to attenuate B Cell maturation / activation and address immune disorders marked by T Cell dysfunction Dagger® Effect mitigates rejection and has potential to reduce or eliminate lymphodepletion CD70 scFv CD19 scFv Alloreactive CD70+ T Cells Autoreactive CD70+ T CellsAutoreactive CD19+ B Cells Dagger ® E:T ratio of 1:5 Effector = Dagger® T cell Target = Alloreactive T cell Dead cells 12
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13 RESOLUTION: Aimed at Establishing Proof of Concept in 1H’26 RESOLUTION Protocol Schema of Parallel Dose Escalation With or Without Lymphodepletion DL1 Cy only DL1 no LD After 1 patient at DL1 Cy only DL2 Cy only DL2 no LD DL3 Cy only DL3 no LD Lupus (SLE) 330,000 Lupus Nephritis 90,000 RESOLUTION Basket Study Addressing Four Large Diseases Systemic Sclerosis 100,000 Myositis 70,000 Estimated US Diagnosed Prevalence1 Trial Objectives: • Assess Dagger’s ability to support expansion of dual CAR T cells • Measure kinetics of B-cell aplasia and recovery • Measure correlative disease activity biomarkers • Evaluate safety and efficacy 1Sources on file
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14 Encouraging Activity In Solid Tumor Global Market Opportunity ALLO-316: Path to Addressing Unmet Need in Solid Tumors High Unmet Need in r/r RCC • Standard outcomes in r/r RCC are poor: ~20% ORR and <6mo mPFS2, 3 31% ORR in r/r RCC with high CD70+ expression • Median DOR not yet reached with longest remission 12+ months Standard FC lymphodepletion regimen and single CAR T infusion • ALLO-316 has intrinsic ability to overcome allo- rejection (Dagger® Technology), leading to robust cell expansion and persistence Received FDA RMAT Designation • Aligned with FDA on pivotal trial design ~9,000 Patients/Year4 >$3.5B Revenue Potential5 1ASCO 2025 Data Presentation, 2Welireg (belzutifan) PI 3: Fotivda (tivozanib) PI 4Epidemiology 2032 projections for G7 markets rounded based on Decision Resources (© 2022 DR/Decision Resources, LLC. All rights reserved. Reproduction, distribution, transmission or publication is prohibited); assumes 80% CD70 expression and 75% of CD70+ with TPS >=50% (Ruf et al., Clin Can Res. 2015). 5Market revenue opportunity calculation uses general assumption of $400K/patient based on US autologous CAR T pricing for illustr ative purposes only; note that Allogene has not made any pricing decisions for any AlloCAR TTM product at this time CD70 is highly expressed in ~2/3 of RCC
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Durable Tumor Responses Following a Single Infusion of ALLO-316 15 TPS ≥50% TPS <50% Baseline Day 21 Day 28 Day 35 Day 49 Day 56 Month 3 Month 4 Month 5 Month 6 Month 8 Month 10 Month 12 -100 -80 -60 -40 -20 0 20 40 60 Visit Change in Tumor Size From Baseline, % -100 -80 -60 -40 -20 0 20 40 60 Best Change from Baseline, % ORR (confirmed CR or PR per RECIST v1.1), n/N (%) in Ph1b CD70+ patients 5/20 (25) CD70 TPS ≥50% 5/16 (31) CD70 TPS <50% 0/4 (0) Source: ASCO 2025 data presentation Phase 1b TRAVERSE Trial
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Contralateral Kidney Metastasis Regression After Single Dose of ALLO-316 16 Source: ASCO 2025 data presentation (Data Cutoff: May 2025) Baseline After 1 Month
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ALLO-316 Safety Profile Consistent with Active CAR T Therapy 17 aIncludes 2 patients who received LD but did not receive ALLO-316. bOne patient experienced G4 IEC-HS based on GI bleeding with subsequent improvement and 1 patient experienced G3 IEC-HS based on hypotension managed without pressors with subsequent improvement. There were no grade 5 events of IEC-HS. AE, adverse event; ALT, alanine aminotransferase; AST, aspartate aminotransferase; CAR, chimeric antigen receptor; CRS, cytokine release syndrome; GVHD, graft versus host disease; ICANS, immune effector cell-associated neurotoxicity syndrome; IEC-HS, immune effector cell-associated hemophagocytic lymphohistiocytosis-like syndrome; LD, lymphodepletion; TEAE, treatment-emergent adverse event; WBC, white blood cell. AEs of Special Interest, n (%) Phase 1b n = 22a All patients N = 50 All Grades Grade ≥3 All Grades Grade ≥3 CRS 15 (68) 0 31 (62) 1 (2) Infection 10 (45) 8 (36) 29 (58) 18 (36) IEC-HS 8 (36) 2 (9)b 12 (24) 3 (6) ICANS 4 (18) 0 4 (8) 0 GVHD 0 0 0 0 TEAEs ≥20% incidence in Phase 1b, n (%) Phase 1b n = 22 a All patients N = 50 All Grades Grade ≥3 All Grades Grade ≥3 Neutropenia 15 (68) 15 (68) 30 (60) 28 (56) WBC decreased 15 (68) 15 (68) 28 (56) 26 (52) Anemia 13 (59) 9 (41) 26 (52) 17 (34) Thrombocytopenia 12 (55) 6 (27) 23 (46) 13 (26) Nausea 8 (36) 0 25 (50) 0 ALT increased 7 (32) 2 (9) 16 (32) 7 (14) Peripheral edema 7 (32) 0 17 (34) 0 Pyrexia 7 (32) 0 19 (38) 1 (2) Arthralgia 6 (27) 0 13 (26) 0 AST increased 6 (27) 2 (9) 15 (30) 7 (14) Fatigue 5 (23) 0 26 (52) 1 (2) Headache 5 (23) 0 16 (32) 0 • Any-grade TEAEs occurred in 100% of Phase 1b patients, including: • Majority of grade ≥3 TEAEs were hematologic events • No treatment related grade 5 AEs Source: ASCO 2025 data presentation (Data Cutoff: May 2025)
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Dagger Technology®-Driven CAR T Cell Expansion Behind Clinical Activity 18 ALLO-316 Shows High Peak Expansion, Persistence and Specific Depletion of Host CD70+ T Cells Unprecedented CAR T Cell Expansion • ALLO-316 cell kinetics rival or beat autologous CAR T in blood cancers Dagger® Drives Cell Kinetics • ALLO-316 cells expand in response to CD70+ tumor cells and activated alloreactive host T cells Built-in Lymphodepletion • Dagger® provides intrinsic lymphodepleting effect Source: ASCO 2025 data presentation (Data Cutoff: May 2025)
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19 Allogene: Redefining the Future of CAR T Strong Financial Position $277.1 Million in Cash, Cash Equivalents and Investments (End of Q3 2025) Runway Projected into 2H 2027 Potential market opportunity • cema-cel: ~$5 billion (US+EU5 ) • ALLO-329: greater than heme malignancy indications • ALLO-316: >$3.5 billion (Global) Next Key Program Catalysts • cema-cel interim futility analysis (1H 2026) • ALLO-329 clinical PoC (1H 2026) Active Programs Across Heme, Autoimmune, and Solid Tumors
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20 Allogene’s investigational AlloCAR T oncology products utilize Cellectis technologies. The anti-CD19 oncology products are developed based on an exclusive license granted by Cellectis to Servier. Servier, which has an exclusive license to the anti-CD19 AlloCAR T investigational products from Cellectis, has granted Allogene exclusive rights to these products in the U.S., all EU Member States and the United Kingdom. Allogene has an exclusive license to Cellectis technologies for allogeneic oncology products directed at DLL3 and CD70 for oncology. ALLO-329 (CD19/CD70) in autoimmune disease uses CRISPR gene-editing technology.
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21 Pipeline Designed to Maximize Greatest Opportunity 1Phase 2 designed to be registrational
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22 The Right Product: Foundational Ph1 Cema-cel Data Paves the Way for ALPHA3 Highlights of ALPHA/ALPHA2 Ph1 Data Published in Journal of Clinical Oncology Achieved ORR and CR Rates of 58% and 42% Across Study and 67% and 58% w/ALPHA3 Pivotal Study Regimen Efficacy Comparable to Autologous CD19 CAR Ts Durability of Response Manageable Safety Profile Consistent with Autologous CD19 CAR Ts On-Demand Treatment Foundation for Cema-Cel in ALPHA3 Trial in First Line (1L) Consolidation Among Patients Receiving Selected Ph2 Regimen, mDOR of 23.1 Months and mOS Not Reached No GvHD, ICANS, or High-Grade CRS Median Time to Treatment Two Days from Enrollment Achieved 100% CR in Patients with Low Disease Burden ALPHA/ALPHA2 Data Cutoff Date: September 26, 2024, Locke FL, et al. J Clin Oncol. 2025
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23 The Right Product: Foundational Ph1 Cema-cel Data Paves the Way for ALPHA3 All Patients (n=33) Patients Who Received Selected Ph2 Dose* (n=12) KYMRIAH®1 Phase 2 Pivotal YESCARTA®2 Phase 2 Pivotal BREYANZI®3 Phase 2 Pivotal ORR 58% 67% 50% (label) 72% (label) 73% (label) CR in LBCL (mITT) 42% 58% 32% (label) 51% (label) 54% (label) CR at 6 months in LBCL (mITT) 30% 42% 29% 36% ~ 40% DOR (months) 11.1 23.1 NE (label) 9.2 (label) 16.7 (label) CRS (Gr3+) 0% 0% 22% 13% 4% Neuro Events (Gr3+) 9% 0% 12% 31% 12% Infection (Gr3+) 15% 8% 20% 23% 19% Enrolled who did not receive intended cell product n=3 n=1*** 33%** 9%** 36%^ 1 KYMRIAH USPI and Schuster S et al NEJM 2019. Patient population in the label includes: 78% - primary DLBCL not otherwise specified (NOS); 22% DLBCL following transformation from Follicular Lymphoma 2YESCARTA USPI and Neelapu, NEJM 2017. Patient population in the label includes: 76% - DLBC; 16% - Transformed Follicular Lymphoma; 8% Primary Mediastinal Large B-cell Lymphoma. 3 BREYANZI USPI and Abramson, Lancet, 2020. Patient population in label includes: 53% - de novo DLBCL; 25% DLBCL transformed from indolent Lymphoma; 14% high-grade B-cell Lymphoma; 7% Primary Mediastinal Large B -cell Lymphoma; 1% grade 3B Follicular Lymphoma *Fludarabine/cyclophosphamide lymphodepletion with 90 mg of ALLO-647 (FCA90) followed by a single dose of CAR T cells at 120 x 106 494 CAR+ cells **Percent of patients who enrolled and did not receive intended cell product including out of spec products ***After enrollment, one subject was found to have CNS involvement and was excluded ^Percent who underwent lymphodepletion but did not receive intended cell product including out of spec products FOR ILLUSTRATIVE PURPOSES ONLY: no head-to-head clinical trial has been conducted. Differences exist between trial designs and s ubject characteristics, and caution should be exercised when comparing data across studies. Median Time From Enrollment to Treatment = 2 days 3L Relapsed/Refractory LBCL ALPHA/ALPHA2 Data Cutoff Date: September 26, 2024, Locke FL, et al. J Clin Oncol. 2025
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a FCA90 and FCA90/FCA60 (ALC-based) groups. b FCA60 + consolidation (LD followed by a single dose of cema- cel/ALLO-501 and then an additional dose of ALLO-647 on day 29 and ALLO-501/cema-cel on day 30). 24 Ongoing Responses >4 Years in Complete Responders ALPHA/ALPHA2 Data Cutoff Date: September 26, 2024, Locke FL, et al. J Clin Oncol. 2025 High CR Rates In Subgroups Most Similar to Expected ALPHA3 Population • Patients w/normal LDH: 82% (9/11) • Patients w/low tumor burden prior to treatment: 100% (6/6) Subgroup Analyses and Durability Show Proof of Concept for Cema-cel in ALPHA3 ALPHA/ALPHA2 Ph1 Data Published in Journal of Clinical Oncology
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25 Speed and 1x Dose Has Potential to Uniquely Embed Cema-cel into 1L Regimen * 1. Tilly H., et al: Polatuzumab Vedotin in Previously Untreated Diffuse Large B-Cell Lymphoma. New England Journal of Medicine. 2021 No research yet conducted to contemplate potential dosing regimen
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26 ALPHA3 Addressable Population Creates a ~$5B Opportunity 1L Consolidation Potential Market Opportunity Sizing1 1 Sources: Epidemiology 2032 US and EU5 (France, Germany, Italy, Spain, UK) projections rounded based on Decision Resources (© 2022 DR/Decision Resources, LLC. All rights reserved. Reproduction, distribution, transmission or publication is prohibited), % suitable for observation and %MRD+ based on Foresight Diagnostics data, %MRD -tested based on primary market research and advisory board feedback 2 Market revenue opportunity calculation uses general net price assumption of $400K/pt in US based on autologous CAR T pricing, and ~$267K/pt in EU5, for illustrative purposes only; Allogene has not made any pricing decisions for any AlloCAR TTM product at this time Potentially US+EU5 Addressable Market Opportunity2 US ~34,000 ~30%* ~75% 1L Drug-Treated Patients % CR/PR Who Will Later Relapse w/MRD-Positivity % MRD Tested EU5 ~31,000 >14,700 Patients/Year ~$5B Revenue Potential *Represents all relapsing MRD+ patients in future state market opportunity; MRD+ rate at 1L end-of-therapy timepoint assumed to be lower
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27 Lupus (SLE) 330,000 SPMS / PPMS 200,000 Lupus Nephritis 90,000 Rheumatology Neurology Nephrology Systemic Sclerosis 100,000 Myasthenia Gravis 124,000 IgG4 <10,000 Myositis 70,000 NMOSD 15,000 Rheumatoid Arthritis 725,000 RRMS 450,000 Antiphospholipid Syndrome 168,000 Ulcerative Colitis >1,000,000 Hematology GI / Metabolic Warm Autoimmune Hemolytic Anemia 37,000 Crohn’s Disease >1,000,000 Immune Thrombocytopenia 32,000 AID Market Opportunity Has Potential to Greatly Exceed CAR T in Heme Malignancies Diseases with Clinical PoC for B-cell Depletion Scientific Rationale for ALLO-329 (e.g. B- and/or T-cell Driven) Estimated US Diagnosed Prevalence for Select Autoimmune Diseases1 Heme-Onc Global Annual Incidence Across Indications with Approved CAR T ~ 300,000 Included in RESOLUTION Ph1 basket study Type 1 Diabetes >1,000,000 IgAN 80,000 1Sources on file
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ALLO-316: High Response Rate and Ongoing Remissions in Heavily Pre-Treated Patients CTLA-4, cytotoxic T-lymphocyte associated protein 4; HIF-2α , hypoxia-inducible factor 2α; PD, progressive disease; PD-(L)1, programmed cell death protein/ligand 1; PR, partial response; SD, stable disease; TKI, tyrosine kinase inhibitor; TPS, tumor proportion score. Prior Therapies HIF2α CTLA-4 PD-(L)1/TKI Months 0 1 2 3 4 5 6 7 8 9 10 11 12 3 4 15 PR TPS ≥50% TPS <50% SD PD Confirmed PR Death due to disease progression Death due to unknown reason or unrelated AE Day 28 Month 2 Month 4 Month 6 Month 8 Month 10 Month 12 Source: ASCO 2025 data presentation Phase 1b TRAVERSE Trial 28
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29 TRAVERSE Addressable Population Creates a >$3.5B Opportunity 3L+ ccRCC Potential Market Opportunity Sizing Potentially Addressable WW Market Opportunity3 US ~7,500 ~100% ~80% ~75% 3L+ Drug-Treated Patients1 % Prior-ICI/TKI % CD70+2 % CD70 TPS ≥ 50%2 ~9,000 Patients/Year >$3.5B Revenue Potential Ex-US ~7,600 1Epidemiology 2032 projections for G7 markets rounded based on Decision Resources (© 2022 DR/Decision Resources, LLC. All rights reserved. Reproduction, distribution, transmission or publication is prohibited) 2Flieswasser T, et al. Cancers (Basel) 2019;11:1611 3Market revenue opportunity calculation uses general assumption of $400K/patient based on US autologous CAR T pricing for illustr ative purposes only; note that Allogene has not made any pricing decisions for any AlloCAR TTM product at this time