Cellectis S.A. CLLS

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
54/100
Moderate

About Cellectis S.A.

Cellectis S.A., a clinical stage biotechnological company, develops products based on gene-editing with a portfolio of allogeneic chimeric antigen receptor T-cells product candidates in the field of immuno-oncology and gene therapy product candidates in other therapeutic indications. The company is developing ALLO-501 to treat large B-cell lymphoma; ALLO-316, a gene-edited allogeneic CAR T-cell product targeting CD70; ALLO-819 to treat acute … Full CLLS analysis →

Competitive advantage assessment

Key strengths

  • Cost Leadership Position Operating margin at 77.5th percentile with strong OpEx control demonstrates cost leadership.
  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.77), with robust interest coverage.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.08), suggesting weak customer stickiness.
  • Liquidity Concerns Liquidity is concerning (score 0.19), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
29

Where CLLS ranks in Biotechnology

Cellectis S.A. ranks #195 of 713 scored companies in Biotechnology by moat score — the top 27%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

Moat scores for companies ranked near CLLS in Biotechnology
# Company Moat score Rating
191 ZyVersa Therapeutics, Inc. ZVSA 54/100 Moderate
192 Beam Therapeutics Inc. BEAM 54/100 Moderate
193 Arbutus Biopharma Corporation ABUS 54/100 Moderate
194 Immatics N.V. IMTX 54/100 Moderate
195 Cellectis S.A. CLLS 54/100 Moderate
196 HOOKIPA Pharma Inc. HOOK 53/100 Moderate
197 Maravai LifeSciences Holdings, MRVI 53/100 Moderate
198 Zentalis Pharmaceuticals, Inc. ZNTL 53/100 Moderate
199 Arcus Biosciences, Inc. RCUS 53/100 Moderate

See every Biotech / Pre-Revenue company ranked by moat score →

How CLLS scores on the Corporate Default defenses

Pricing Power

Score 29 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 88 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 49 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 43 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 59 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 63 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CLLS's moat

What is Cellectis S.A.'s moat score?

Cellectis S.A. (CLLS) scores 54 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #195 of 713 scored companies in Biotechnology, the top 27%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Cost Advantage (88/100) and its weakest is Pricing Power (29/100).

How does Cellectis S.A. compare with other Biotechnology companies?

Cellectis S.A. ranks #195 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Immatics N.V. (IMTX) at 54 just above it and HOOKIPA Pharma Inc. (HOOK) at 53 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is Cellectis S.A. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Cellectis S.A.?

The Corporate Default template measures 6 defenses, and CLLS scores: Pricing Power (29), Cost Advantage (88), Customer Stickiness (49), Capital Efficiency (43), Resilience (59), Scale & Market Position (63). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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