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- **Q3 Sales Beat Expectations**: $21.1M in AUCATZYL revenue with $7.6M deferred revenue, signaling strong Q4 demand. 
- **Market Leadership Solidified**: 20% CAR-T share in active centers, expanding to 60+ treatment centers. 
- **Operational Efficiency Push**: New leadership team driving $367M cash runway for 2026 expansion. 
- **Autoimmune Pipeline Momentum**: LUMINA (lupus nephritis) and BOBCAT (MS) trials initiated, with CARLYSLE showing 5/6 remissions. 
- **Gross Margin Outlook**: Improvements expected through 2026 as manufacturing scales and automation implemented.

**【CEO Summary Section】**
- Achieved $21.1 million in net sales for AUCATZYL in Q3 2025, with deferred revenue of $7.6 million, indicating strong demand for Q4. 
- Market leadership in relapsed/refractory B-ALL with 20% CAR-T market share in active centers, targeting expansion to 60+ treatment centers. 
- Manufacturing success rate >90%, with >90% patient access coverage across U.S. 
- Expanded pipeline into autoimmune diseases: Phase II lupus nephritis trial (LUMINA) and Phase I MS trial (BOBCAT) initiated. 
- New leadership appointments to drive operational efficiency and cost savings. 

**【CFO Financial Commentary】**
- Q3 2025 net loss of $79.1 million, improved from $82.1 million in Q3 2024, with cash reserves of $367.4 million. 
- Cost of sales $28.6 million, driven by commercial manufacturing scale-up. 
- R&D expenses down 25% YoY to $27.9 million due to shifting costs to COGS. 
- SG&A up 33% YoY to $36.3 million, reflecting commercialization headcount growth. 
- Expect gross margin improvements as volumes increase and operational efficiencies realized. 

**【Q&A Highlights】**
- CMS coding delay impacted Q2 patient enrollment, resolved in Q3 with stable Q3 sales. 
- Deferred revenue trends indicate strong Q4 growth potential, though holiday season may cause temporary slowdown. 
- Gross margin improvements expected through 2026 as manufacturing scales and automation implemented. 
- Pediatric ALL trial (CATULUS) Phase II initiation with FDA agreement on trial design. 
- Lupus nephritis trial (CARLYSLE) shows 5/6 patients achieving DORIS remission with favorable safety profile. 
- Competitive positioning in autoimmune space supported by unique CAR-T design targeting B cells.

Autolus Therapeutics plc (AUTL) Q3 2025 Earnings Call Transcript

Revenue

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AUTL

AUTL fundamentals

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