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北京时间·🕒 发布 20:30:00时区推断·⟳ 抓取 20:33:26回填·⚡ 决策 07-15 20:35:55·104.0 天前

Allogene公布ALLO-316肾癌Phase 1完整数据的JCO论文发表,核心31% ORR数据此前已在ASCO 2025披露

本次是JCO论文发表和公司新闻稿再传播,核心疗效数据即CD70高表达患者31%确认ORR、4/5缓解持续等已在约一年前ASCO 2025公开披露,新增短线预期差不足。

📄 原文ALLO↗ 原文
Skip to main navigation Contact Us Careers SHARE Press Release Allogene Therapeutics Announces Journal of Clinical Onco…
不做 Allogene Therapeutics(ALLO.US)
不做:JCO发表属旧Phase 1数据正式发表,31% ORR等核心内容已在ASCO 2025和公司旧公告传播;仍无商业化收入或注册性新进展,短线edge不足。
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研究档案

🔎 新鲜度:最早出现 2025-06-01 · 扩散 high · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 2025-06-01行业会议首发ASCO 2025/Allogene presentation一手源原文 ↗
    ASCO 2025报告已披露ALLO-316在重度经治ccRCC患者中31%确认ORR、4/5缓解持续等核心结论,本次并非首次临床读数。
  2. 2025-06-01官方确认/否认Allogene IR一手源原文 ↗
    Allogene约一年前已用公司新闻稿披露同一31% ORR和持续缓解叙事,说明事件新鲜度弱。
  3. 2026-07-15 08:30 ET官方确认/否认Allogene IR一手源原文 ↗
    公司宣布完整Phase 1数据在Journal of Clinical Oncology发表,属于正式发表和叙事强化,不是新适应症批准、注册性成功或商业化事件。
    市场反应:ALLO.US盘前/最新价1.85美元,较前收1.93美元跌4.15%。

关键理由

  • 本次是JCO论文发表和公司新闻稿再传播,核心疗效数据即CD70高表达患者31%确认ORR、4/5缓解持续等已在约一年前ASCO 2025公开披露,新增短线预期差不足。
  • ALLO-316仍处Phase 1且样本量小,公司尚无商业化收入,现有事件不改变短期收入或现金流,只能提高管线叙事可信度。
  • Allogene Therapeutics(ALLO.US)盘前最新价1.85美元,近5日下跌约14%、近20日小跌,股价未显示该论文发表前的正向抢跑,但旧闻属性削弱事件交易价值。

主要风险

  • 若市场把JCO正式发表视为固体瘤异体CAR-T平台验证,盘前可能有情绪性反弹,但这属于旧数据再包装而非新临床读数。
  • Phase 1b仅20例给药、CD70高表达组16例,且此前Phase 1a有3例治疗相关5级不良事件,后续开发和监管不确定性仍高。

反向证据

  • 做多前查反向 · 来源 web · 日期 2025-06-01 · 影响 weakens
    反向证据是核心数据已在约一年前公开,本次论文发表缺乏新增临床预期差。
    检索:Allogene ALLO-316 TRAVERSE ASCO 2025 31% ORR CD70 RCC 原文 ↗
  • 做多前查反向 · 来源 kb_search · 日期 2026-05-14 · 影响 none
    内部库仅命中Q1 2026业绩会等背景,未发现足以把论文发表升级为短期收入或注册性催化的新证据。
    检索:Allogene Therapeutics ALLO-316 revenue cash runway phase 2 RCC risks 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

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Press Release

Allogene Therapeutics Announces Journal of Clinical Oncology Publication of Phase 1 Results of ALLO-316 Highlighting First Durable Remissions Following Allogeneic CAR T for Treatment of Metastatic Solid Tumors

Jul 15, 2026 at 8:30 AM EDT

PDF Version

ALLO-316 Achieved a 31% Confirmed Response Rate with the Recommended Phase 2 Regimen in Patients with Stage IV Renal Cell Carcinoma (RCC) with High CD70 Expression
Single Dose of ALLO-316 Produced Durable Responses in this Cohort with All Responders Progression-Free at the Time of Analysis

Responses Range from 8 to 18+ Months, with Median Overall Survival Not Yet Reached

Safety Profile was Manageable with Proactive Diagnostic and Management Strategies Effective in Mitigating IEC-HS

ALLO-316 Demonstrated Robust Expansion and Tumor Infiltration Following Standard Lymphodepletion, Validating the Dagger ® Technology as a Next-Generation Allogeneic CAR T Platform

SOUTH SAN FRANCISCO, Calif. , July 15, 2026 (GLOBE NEWSWIRE) -- Allogene Therapeutics , Inc. (Nasdaq: ALLO), a clinical-stage biotechnology company pioneering the development of allogeneic CAR T (AlloCAR T) products for cancer and autoimmune disease, today announced the publication of complete Phase 1 data from the TRAVERSE study of ALLO-316 in advanced or metastatic renal cell carcinoma (RCC) in the Journal of Clinical Oncology . TRAVERSE is being conducted as part of a strategic five-year collaboration with The University of Texas MD Anderson Cancer Center . ALLO-316, Allogene’s CD70-targeting AlloCAR T investigational therapy incorporating the Dagger ® technology, achieved robust expansion, tumor infiltration, and durable antitumor activity in a solid tumor setting.

“TRAVERSE represents a potential breakthrough for both Allogene and the broader CAR T field,” said Zachary Roberts , M.D., Ph.D., President and Chief Executive Officer of Allogene. “CAR T has transformed hematologic malignancies while solid tumors have remained one of the field’s most difficult challenges. When we designed ALLO-316 with the Dagger ® technology, our goal was to address two of the most persistent barriers in solid tumors – achieving robust CAR T expansion with standard lymphodepletion and translating that biology into durable responses. These results show that a well-designed allogeneic CAR T product, developed for a defined population, can expand, persist, and produce durable responses in metastatic, treatment refractory solid tumors. Importantly, the robust CAR T expansion and durable persistence in this trial provides clinical validation of our Dagger ® technology platform and has direct read-through to our broader clinical and preclinical pipeline of next-generation AlloCAR T candidates.”

Across the full Phase 1 TRAVERSE trial, 51 patients with Stage IV disease were enrolled, of whom 46 received ALLO-316 and had a median follow-up time of 28.8 months. The Phase 1b expansion cohort evaluated the safety and efficacy of the recommended Phase 2 regimen – ALLO-316 at a dose of 80M CAR T cells following a standard FC lymphodepletion regimen (fludarabine (30 mg/m²/day) and cyclophosphamide (500 mg/m²/day) for 3 days). The 22 patients in the Phase 1b safety population all had RCC resistant to immune checkpoint blockers and at least one tyrosine kinase inhibitor (TKI), 82% had received ≥2 prior TKIs, and 41% had received prior belzutifan. Twenty of these patients received ALLO-316. Sixteen of the ALLO-316-treated patients in Phase 1b had a high CD70 Tumor Proportion Score (TPS ≥50%). The median time from enrollment to the start of therapy was four days.

“Most patients in TRAVERSE had exhausted available therapies and faced a poor prognosis, with survival often measured in months,” said Samer A. Srour, MB ChB, MS, of The University of Texas MD Anderson Cancer Center . “In that context, the depth and durability of responses observed with a one-time ALLO-316 infusion are very promising, particularly in patients with high CD70-expressing tumors where all responders remained progression-free at the time of the published analysis. Taken together, these findings strongly support the continued clinical development of ALLO-316 and its evaluation as a potential new treatment approach for patients with advanced RCC.”

A single dose of ALLO-316 produced disease control in half of patients in the Phase 1b cohort, with an overall confirmed response rate of 25% and a confirmed response rate of 31% in patients with CD70 TPS ≥50%. The median duration of response (mDOR) had not been reached (95% CI: 6.9 months to not estimable), with the longest ongoing response exceeding 18 months. Median overall survival in the Phase 1b population was 15.2 months (95% CI: 4.6 months to not estimable) and was not estimable in the CD70-high group (95% CI: 3.2 months to not estimable).

CD70+ patients Phase 1b (N=20)
n (%)

ORR (confirmed CR or PR per RECIST v1.1)
5/20 (25%)

CD70 TPS ≥50%
5/16 (31%)

CD70 TPS <50%
0/4 (0)

RECIST v1.1, Response Evaluation Criteria in Solid Tumors, version 1.1; TPS, tumor proportion score

The safety profile of ALLO-316 was manageable and consistent with lymphodepletion and an active CAR T product across the full Phase 1 trial. The most frequent Grade ≥3 events were hematologic. Three previously reported treatment related Grade 5 adverse events occurred in the Phase 1a portion (cardiogenic shock, failure to thrive and sepsis). There were no Grade 5 adverse events in Phase 1b. A higher incidence of IEC-HS was reported in Phase 1b relative to Phase 1a, likely due in part to improved diagnosis and coding implemented during Phase 1b. Most IEC-HS events were mild to moderate and were successfully managed utilizing a protocol-defined diagnostic and management algorithm.

TEAEs ≥20% incidence
Phase 1b (N=22*)
n (%)

Any Grades
Grade ≥3

Neutropenia
18 (82%)
18 (82%)

White blood cell count decreased
16 (73%)
16 (73%)

Anemia
13 (59%)
9 (41%)

Fatigue
5 (23%)
0

Nausea
8 (36%)
0

Thrombocytopenia
13 (59%)
7 (32%)

Pyrexia
8 (36%)
0

Peripheral edema
8 (36%)
0

ALT increased
7 (32%)
2 (9%)

Headache
5 (23%)
0

Arthralgia
8 (36%)
0

AST increased
6 (27%)
2 (9%)

Lymphopenia
5 (23%)
5 (23%)

AEs of Special Interest
Any Grade
Grade ≥3

CRS
15 (68%)
0

Infection
11 (50%)
9 (41%)

IEC-HS
8 (36%)
2 (9%)ᵃ

ICANS
4 (18%)
0

Graft-versus-host disease
0
0

* Two patients received lymphodepletion but did not receive ALLO-316: one due to progression of disease (altered mental status during lymphodepletion found to be brain metastases on imaging), and one due to liver and kidney failure during lymphodepletion. IEC-HS includes the preferred terms immune effector cell-associated HLH-like syndrome and Hemophagocytic lymphohistiocytosis.
ᵃ One patient experienced Grade 4 IEC-HS based on gastrointestinal bleeding with subsequent improvement; one patient experienced Grade 3 IEC-HS based on hypotension managed without vasopressors with subsequent improvement.

The findings also underscore the broader strategic potential of the Dagger ® technology, which addresses rejection by the patient’s immune system. By targeting CD70-expressing tumor cells as well as CD70-positive alloreactive host T cells, ALLO-316 is designed to support CAR T-cell expansion and persistence without requiring intensified lymphodepletion. In TRAVERSE, this design translated into robust expansion, durable persistence, and evidence of tumor infiltration – core attributes Allogene believes may be applicable across its next-generation clinical and pre-clinical allogeneic CAR T pipeline.

About ALLO-316 (TRAVERSE)
ALLO-316 is an AlloCAR T investigational product targeting CD70, which is highly expressed in renal cell carcinoma (RCC). CD70 is also selectively expressed in several cancers, creating the potential for ALLO-316 to be developed across a variety of both hematologic malignancies and solid tumors. The ongoing Phase 1 TRAVERSE trial is designed to evaluate

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