Autolus Therapeutics (NASDAQ:AUTL), a clinical-stage biopharmaceutical company developing next-generation programmed T cell therapies, today reported its financial results for the fourth quarter and full year ended December 31, 2025.
The results represent the company’s first full year of commercial execution following the landmark approval of AUCATZYL® (obecabatagene autoleucel) for adult patients with relapsed or refractory B-cell precursor acute lymphoblastic leukemia (B-ALL).
For the full year 2025, Autolus reported total AUCATZYL net product revenue of $74.3 million, with $23.3 million generated in the fourth quarter alone.
This consistent quarterly growth reflects the rapid onboarding of authorized treatment centers (ATCs) across the United States and the European Union.
Based on the current trajectory of patient referrals and manufacturing throughput at its Nucleus facility, Autolus issued 2026 revenue guidance for AUCATZYL between $120 million and $135 million.
The company also anticipates reaching a key financial inflection point in 2026 with a shift to positive gross margins as commercial volumes scale.
The company’s clinical pipeline saw significant diversification throughout 2025, moving beyond its core oncology focus into high-value autoimmune indications.
Autolus is currently advancing obe-cel in pediatric B-ALL and lupus nephritis, while also exploring its potential in progressive multiple sclerosis (MS) and AL amyloidosis.
Management expects multiple initial data readouts from these expansion programs between late 2026 and 2028, potentially positioning obe-cel as a multi-indication "pipeline in a product."