AUTL
Autolus Therapeutics PLC
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 1.17
Buy <=wait / entry
USD 0.87
Trim >=take some off
USD 1.40
Thesis breakWithdrawal of the AUCATZYL sales outlook because of sustained adoption weakness,...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 23% | 100 / 100 | 23.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 28% | 10 / 100 | 2.8 |
| Weighted conviction | 56 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Raised full-year 2026 AUCATZYL sales guidance to $140 - $150 million from prior $120 - $135 million
- Q2 2026 AUCATZYL net product revenue of approximately $45 million with 70% QoQ and >100% YoY growth
- YTD gross margin improvement to approximately 35%