Autolus Therapeutics plc 8-K

What Happened Autolus Therapeutics (via its subsidiary Autolus Limited) announced on January 21, 2026 that it entered a Master Service Agreement with AGC Biologics S.p.A. for the manufacture and supply of lentiviral vector, a critical raw material for the company’s CAR‑T products. The agreement replaces the prior arrangement with AGC, runs for a fixed 10‑year term, and will be filed as an exhibit to Autolus’s Form 10‑Q for the quarter ending March 31, 2026.

Key Details

• Agreement date: January 21, 2026; counterparty: AGC Biologics S.p.A.
• Term: 10 years; agreement is non‑exclusive but replaces the prior arrangement.
• Minimum purchase commitments: at least 14 batches of lentiviral vector in the first two calendar years; minimum purchases totaling EUR 25 million over the subsequent five‑year period.
• Other terms: includes customary provisions (order fulfillment, regulatory support, IP, confidentiality), termination for default or by Autolus with notice (subject to certain fees), and AGC has a first right to negotiate on new manufacturing activities for Autolus’s obe‑cel product.

Why It Matters This is a material supply agreement for a key input (lentiviral vector) used in Autolus’s CAR‑T manufacturing. The multi‑year term and defined minimum commitments provide more predictability around supply and spending (EUR 25M minimum over five years plus 14 batches early in the term), which can affect production planning, cost of goods, and cash flow. The deal is non‑exclusive, so Autolus retains flexibility to use other suppliers, but AGC’s first‑look right on obe‑cel work could be important as that program advances. The full Master Service Agreement will be available as an exhibit to the company’s upcoming 10‑Q.