Bristol Myers Squibb terminated its $380 million collaboration with Cellares, a contract development and manufacturing organization focused on CAR T logistics and manufacturing systems. Cellares said the partnership was ended after BMS cited manufacturing requirements for Breyanzi (lisocabtagene maraleucel), while Cellares disputed BMS’s characterization of whether the Cell Shuttle system could meet commercial requirements. Cellares said it previously manufactured GMP drug product in an FDA-regulated clinical program with doses meeting release specifications and delivery timelines. The termination is expected to trigger restructuring, with potential layoffs and a re-evaluation of international expansion timing. The dispute underscores how manufacturing constraints can rapidly reshape platform economics in autologous cell therapy, especially as companies push to scale production and meet commercial demand.