Allogeneic CAR-T cell therapies and gene editing therapeutics
Strategic Profile
Poseida's proprietary platforms include the piggyBac non-viral DNA delivery system and the Cas-CLOVER site-specific gene editing system for precise genetic modifications. The company generated $130 million in non-dilutive partnership-related milestones and payments in the first nine months of 2024 and was cash flow positive for that period, with partnerships including Roche and Astellas.
Cyborg Score Rationale
P-BCMA-ALLO1 received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for relapsed/refractory multiple myeloma in Q3 2024. The company's cash flow positivity, substantial partnership revenue, and advanced clinical data provide strong fundamentals, though execution risk on late-stage programs remains.
Top Insights
Poseida was acquired by Roche in early 2025.
Generated $130 million in partnership milestones and payments through Q3 2024 plus $49 million in R&D reimbursements, achieving cash flow positivity in first nine months of 2024.
P-BCMA-ALLO1 granted FDA RMAT designation in Q3 2024 for multiple myeloma.
Received $50 million upfront payment from Astellas collaboration and $65 million from Roche CAR-T partnership execution in first nine months of 2024.
Named Competitors
Juno CAR-T — Autologous and allogeneic CAR-T therapies for hematologic malignancies
UniQure Gene Therapy — Gene therapy for rare genetic disorders
Caris Cell Therapy — Precision oncology and CAR-T cell therapies
Recent Developments
(November 2024) Q3 2024 financial results show $80 million earned from Roche milestones including P-BCMA-ALLO1 Phase 1b initiation payment and new development candidate nomination
(September 2024) Successful FDA INTERACT meeting for P-FVIII-101 hemophilia A program
(Q3 2024) P-BCMA-ALLO1 granted FDA RMAT designation for relapsed/refractory multiple myeloma
(H1 2024) $50 million upfront from Astellas collaboration and $45 million from Roche CAR-T partnership milestones
Open the full interactive Poseida Therapeutics, Inc. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.