Cellectis S.A.
CLLS evidence brief
What we can confirm
- Market Cap:
- $312.2M
What it means
What to watch
Prepared research question
What matters most for CLLS—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · CLLS
Cellectis S.A. (CLLS) is a clinical-stage biotechnology company that uses its gene editing platform to develop cell and gene therapies, and in September 2026 announced a strategic transformation to an in vivo gene editing company, exiting its lasme-cel and eti-cel programs.
Key risk: Pipeline gap
Market Cap
$312.2M
Cash Runway
—
Lead Asset
—
Next Catalyst
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Financial data as of Dec 31, 2025.
Cellectis S.A. (CLLS) is a clinical-stage biotechnology company that uses its gene editing platform to develop cell and gene therapies, and in September 2026 announced a strategic transformation to an in vivo gene editing company, exiting its lasme-cel and eti-cel programs.
- Cash & equivalents of $61.5M and shareholders' equity of $75.9M as of 2025-12-31 [sec].
- In September 2026, Cellectis announced a strategic transformation to an in vivo gene editing company, advancing two lead programs .HEAL-101 and .HEAL-201 for severe dyslipidemias, with preliminary Phase 1 data planned in H2 2027 and H1 2028, respectively [news].
- The company exited development of lasme-cel and eti-cel, its allogeneic CAR-T programs, as part of the transformation [news].
- Cash runway is targeted to extend into H2 2028 following the strategic realignment [news].
- Prior to the pivot, lasme-cel showed an ORR of 68% (n=22) and 83% at RP2D (n=12) in r/r B-ALL, with a median OS of 14.8 months in MRD-negative CR/CRi patients [news].
What works
- The company has a cash runway extended into H2 2028, providing financial flexibility for its new in vivo gene editing pipeline [news].
- Cellectis continues existing cell therapy partnerships, which may provide ongoing collaboration revenue and validation [news].
- The in vivo gene editing programs .HEAL-101 and .HEAL-201 target severe dyslipidemias, a large market with potential for one-time treatments [news].
What to weigh
- Cellectis exited its late-stage allogeneic CAR-T programs lasme-cel and eti-cel, abandoning years of clinical development and associated data [news].
- The new in vivo gene editing pipeline is at a preclinical stage, with no Phase 1 data expected until H2 2027 at the earliest, creating a multi-year gap before potential clinical validation [news].
- The strategic pivot introduces execution risk, as the company transitions from a cell therapy focus to an in vivo gene editing model [news].
From the filings
Quoted directly from source documents.
Strategic transformation to in vivo gene editing company
“Cellectis Announces Strategic Transformation To In Vivo Gene Editing Company”
News · September 14, 2026
Exit from lasme-cel and eti-cel development
“Cellectis Exits Lasme-Cel And Eti-Cel Development To Focus On In Vivo Gene Editing Pipeline, Targeting Cash Runway Extension Into H2 2028”
News · September 14, 2026
Cash runway extension into H2 2028
“Cellectis cash runway extension into H2 2028”
News · September 14, 2026
Lasme-cel Phase 1 ORR data
“Lasme-cel in r/r B-ALL (BALLI-01) ORR of 68% with lasme-cel Process 2 (n=22), 83% at RP2D (n=12) and 100% in the target Phase 2 population (n=9)”
News · November 8, 2025
Risks & what to watch (3)›
Key risks
- Pipeline gap — No clinical-stage programs after exiting lasme-cel and eti-cel; next data expected H2 2027 [news].
- Execution risk of pivot — Transition from cell therapy to in vivo gene editing introduces operational and scientific uncertainty [news].
- Cash runway dependency — Cash runway to H2 2028 depends on successful execution and no major cost overruns [news].
What to watch
- Preliminary Phase 1 data for .HEAL-101 planned in H2 2027 [news].
- Preliminary Phase 1 data for .HEAL-201 planned in H1 2028 [news].
- Continuation and outcomes of existing cell therapy partnerships [news].
- Financial updates and cash position in upcoming quarterly reports [sec].
Sources: Catalysts · News · Generated October 13, 2026 · How we verify sources →
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Evidence & data
Financials
Institutional Holdings
Source: SEC Form 13F · as of Mar 2026Institutional holders
32
Total value held
$32.5M
| Holder | Shares | Value |
|---|---|---|
| b group, inc. | 3,281,501 | $10.4M |
| ubs am, a distinct business unit of ubs asset management americas llc | 3,178,620 | $10.1M |
| long focus capital management, llc | 2,744,098 | $8.7M |
| blackrock, inc. | 341,523 | $1.1M |
| nomura asset management international inc. | 226,875 | $719K |
| morgan stanley | 86,776 | $275K |
| lpl financial llc | 84,345 | $267K |
| susquehanna international group, llp | 65,942 | $209K |
| citadel advisors llc | 44,315 | $140K |
| marshall wace, llp | 41,112 | $130K |
Showing top 10 of 32 institutional holders of Cellectis S.A.. Open the full 13F history after sign-in.
Short Interest
as of May 20, 2026- % of float
- 0.7%
- Days to cover
- 9.7
- Shares short
- 364,178
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
CLLS short interestFrequently asked questions
What is the AI investment thesis for Cellectis S.A.?
Cellectis S.A. (CLLS) is a clinical-stage biotechnology company that uses its gene editing platform to develop cell and gene therapies, and in September 2026 announced a strategic transformation to an in vivo gene editing company, exiting its lasme-cel and eti-cel programs.
Who is the CEO of Cellectis S.A.?
Dr. Andre Choulika Ph.D. is the chief executive officer of Cellectis S.A. (CLLS).
Where is Cellectis S.A. headquartered?
Cellectis S.A. (CLLS) is headquartered in Paris, France.
What therapeutic areas does Cellectis S.A. focus on?
Cellectis S.A. develops therapies across Oncology.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.