Category Archives: BCMA

Abecma’s Revenue Increases +20% QoQ Driven by ex-US Sales; KarMMa-2 Results to be Presented at ASH 2022; NEX-T Programs Deprioritized; BMS Q3 2022 Earnings Call Summary

On Wednesday, October 26, BMS held its Q3 2022 earnings call (press release / presentation) highlighting an increase in revenue for Abecma (BCMA CAR-T) and Breyanzi (CD19 CAR-T). Additionally, management provided clinical updates for Abecma and noted the discontinuation of their NEX-T CAR-T programs. Below, Celltelligence provides insights on how Breyanzi and Abecma revenues compare with key competitors Kymriah (Novartis’s CD19 CAR-T), Yescarta (Gilead / Kite’s CD19 CAR-T), and Carvykti (JNJ / Legend’s BCMA CAR-T), while discussing the impact of BMS’s clinical updates in its strategy.

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Kymriah Sales Remain Flat Despite Japan Approval in ≥3L FL; Kymriah’s LCM Initiatives Deprioritized; YTB323’s Plans Under Review; Novartis Q3 2022 Earnings Call Summary

On Tuesday, October 25, 2022, Novartis held their Q3 2022 earnings call (press release / presentation) reporting $134M in Kymriah’s WW sales. Of note, Kymriah’s pivotal Ph2 CASSIOPEIA trial in 1L HR ALL was removed from Novartis’s pipeline and YTB323’s (T-Charge CD19 CAR-T) Ph3 trial initiation has been delayed. Below, Celltelligence provides insights on Kymriah’s Q3 2022 revenue, while discussing Kymriah’s LCM initiative deprioritization and YTB323’s delayed development strategy.

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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Carvykti’s Revenue Increases to $55M; JNJ Expects Franchise to Generate $5B by 2025; Will Carvykti be Approved in 2L MM by Q3 2023? JNJ Q3 2022 Earnings Call Summary

On Tuesday, October 18, JNJ held their Q3 2022 earnings call (press release / presentation) highlighting Carvykti’s (JNJ / Legend’s BCMA CAR-T) potential to generate $5B by 2025. Additionally, management confirmed that a data readout from Carvykti’s Ph3 CARTITUDE-4 trial in 2-4L MM is expected by YE 2022. On the same day, Legend disclosed (SEC filing, Oct 2022) that Carvykti’s preliminary WW sales for Q3 2022 were $55M. Below, Celltelligence provides insights on Carvykti’s revenue increase, while discussing potential US regulatory timelines for Carvykti in 2L MM.

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Could Carvykti be Approved in 2L MM by 2023? Legend Introduces New γδ CAR-T Program; Updates to Solid Tumor Programs; Thoughts on Legend’s R&D Day 2022

On Monday, October 3, Legend Biotech held their R&D Day (webcast), highlighting Carvykti’s (BCMA CAR-T) LCM initiatives, while providing updates on Legend’s pipeline platforms and programs. Below, Celltelligence provides insights on Carvykti’s ongoing competition with Abecma (BMS’s BCMA CAR-T), while evaluating the strength of Legend’s pipeline compared to its competitors.

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Carvykti Approved in Japan for ≥4L r/r MM

On Tuesday, September 27, Legend announced (press release) that Japan’s Ministry of Health, Labour, and Welfare (MHLW) approved Carvykti (BCMA CAR-T) for the treatment of ≥4L r/r MM. Below, Celltelligence provides insights on how Carvykti’s approval may challenge Abecma’s (BMS’s BCMA CAR-T) first-to-market advantage in Japan, while discussing Carvykti’s potential pricing.

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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Could Novartis Deprioritize T-Charge? Novartis to Focus Exclusively on Innovative Medicines; Thoughts on Novartis Meet the Management Investor Event 2022

On Thursday, September 22, Novartis held its “Meet Novartis Management” investor event (press release / presentation), highlighting an organizational restructuring, while noting uncertainty regarding its rapid cell therapy manufacturing platform, T-Charge. Below, Celltelligence provides insights on the potential deprioritization of the T-Charge platform, while discussing what novel cell therapy technologies Novartis could leverage for its next wave of cell therapy assets.

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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Could JNJ Change the Treatment Paradigm in MM? Spotlight on JNJ’s MM Franchise

During 2022, JNJ’s (Janssen) MM franchise achieved major regulatory milestones that have positioned the company as a key player in the MM landscape. Carvykti’s (cilta-cel; BCMA CAR-T) US approval, EU approval, and Tecvayli’s (teclistamab; BCMA x CD3 bispecific antibody) recent conditional marketing authorization in the EU could potentially allow JNJ to change the treatment paradigm in MM. Below, Celltelligence provides insights on how JNJ could leverage its large MM portfolio and pipeline to disrupt the current SOC regimens for MM, as well as what may be going on with Tecvayli’s US regulatory delay.

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The Celltelligence Team

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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UPDATED: Indications Table for BCMA and CD19 CAR-Ts US Approvals and Submissions

New content: The Celltelligence team has created a BCMA CAR-T indications table for estimated US approvals and submissions following key Q2 2022 earnings presentations and recent press releases (see below for download). Of note, no updates were observed in Celltelligence’s CD19 CAR-T indications table.

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The Celltelligence Team

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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New Abecma KarMMa-9 Trial for Newly Diagnosed MM Patients

On Wednesday, September 7, 2seventy bio announced (press release) plans to initiate the KarMMa-9 study evaluating Abecma (BMS / 2seventy’s BCMA CAR-T) in newly diagnosed MM patients who have suboptimal response to transplant. The Celltelligence team will conduct an in-depth analysis of the KarMMa-9 trial as more details are released on CT.gov.

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The Celltelligence Team

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The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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Gracell’s GC012F IND Submission Plans; Ph2 Portion of GC007 Trial to Start in Q3 2022; Gracell’s Q2 2022 Earnings Call Summary

On Monday, August 15, Gracell held their Q2 2022 earnings call (press release / presentation) highlighting GC012F’s (autologous BCMAxCD19 FasTCAR-T) IND filing plans both in the US and China, while updating clinical milestones for both TruUCAR and SMART CAR-T platforms. Below, Celltelligence provides insights on regulatory updates for GC012F in r/r MM and the potential delay in the GC027 trial (allogeneic CD7 TruUCAR-T) for r/r T-ALL patients.

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The Celltelligence Team

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Content Leads & Contributors

The Celltelligence team has combined experience in oncology, including cell therapy, CAR-T, immunology, microbiology, biochemistry, and other various fields in life sciences. Our team members include PhDs, industry veterans, and analysts tuned to The Street – all of whom help to create a more actionable service of delivering cell therapy intelligence.

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