Mizuho Reiterates on Autolus Therapeutics plc (AUTL): Ph1 readouts could show path forward

Mizuho analyst Mara Goldstein reiterated an Outperform rating and $12.00 price target on Autolus Therapeutics plc (NASDAQ: AUTL)

The analyst commented, "AUTL just held its 4Q25 call. Aucatzyl (obe-cel; adult r/r B-ALL) 4Q25 and FY25 revenue of $23.3MM and $74.3MM, respectively (in-line with pre announcement; recall, company expected ~$24MM and ~$75MM, respectively, as of 1/12/2026); No change to 2026 net revenue guidance ($120–135MM). Questions on the call focused on (1) Aucatzyl launch / outlook -- potential seasonality sQoQ; expecting shift to positive gross margin in 2026; (2) Aucatzyl manufacturing -- increased volume / optimization could decrease costs over time; and (3) potential catalysts for 2026 -- CARLYSLE SLE Ph1 follow-up, BOBCAT progressive MS Ph1, and ALARIC AL amyloidosis Ph1 all expected to readout YE2026. Importantly, 2026 Ph1 readouts could start to clarify potential path forward, we imagine, for obe-cel in ex-ALL indications (with potentially large market opportunities)."

For an analyst ratings summary and ratings history on Autolus Therapeutics plc click here. For more ratings news on Autolus Therapeutics plc click here.

Shares of Autolus Therapeutics plc closed at $1.29 yesterday.

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