Category Archives: CAR-T

BMS-986393 Continues Showing Impressive ORR in ≥4L MM but Durability Fails to Impress; Initial Promising Results from AUTO8 in r/r MM; ASH 2023 Analysis 1

ASH 2023 Analysis 1: BMS and Autolus presented clinical updates from their programs in MM. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered:

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Novartis to Rapidly Advance YTB323 in Autoimmune Diseases; Cell Therapy Evaluation in MS Could Be Initiated Soon; Novartis’s R&D Day Summary

On Tuesday, November 28, Novartis held its R&D Day 2023 (press release / presentation) highlighting preparations for a Ph2b/3 study evaluating YTB323 (CD19 T-Charge CAR-T) in srSLE/LN while noting the data of 3 sentinel patients from the Ph1/2 trial in srSLE presented at ACR 2023. Additionally, the company disclosed it is preparing trials for other B-cell-driven indications and suggested it could evaluate the potential of cell therapies in MS. Below, Celltelligence provides insights on Novartis’s progress in autoimmune diseases while discussing the consequences that the FDA’s investigation into secondary T-cell malignancies after CAR-T infusion may have in the autoimmune disease space.

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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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Autolus Submits Obe-cel BLA in R/R B-ALL; GC012F Receives IND Clearance in rSLE

On Monday, November 27, Autolus announced (press release) the submission of a BLA to the FDA for the use of obe-cel (CD19 CAR-T) in adult r/r B-ALL, supported by data from the Ph1/2 FELIX trial.

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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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Abecma sBLA to Face FDA AdCom; PDUFA Date Delayed; Could Carvykti Be Approved Before Abecma in Earlier Lines of MM?

On Monday, November 20, BMS / 2seventy bio announced (press release) that the FDA Oncologic Drugs Advisory Committee (ODAC) will meet to review data supporting the sBLA for Abecma (BCMA CAR-T) in triple-class exposed MM. Importantly, the companies disclosed the FDA will not meet the PDUFA date originally set for December 16, 2023. Below, Celltelligence provides insights on the possible reasons behind the FDA’s decision, while discussing potential timelines for the ODAC meeting and the new PDUFA date.

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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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CARTITUDE-6 to Start Recruiting Soon in the US; Legend’s Facility in Belgium Set to Start Clinical Trial Manufacturing; Legend’s Q3 2023 Earnings Call Summary

On Monday, November 20, Legend held its Q3 2023 earnings call (press release) highlighting that the Ph3 CARTITUDE-6 trial evaluating Carvykti (BCMA CAR-T) versus ASCT in NDMM will start recruitment soon in the US while noting that its new production plant in Ghent, Belgium will be ready for clinical trial manufacturing by YE 2023. Below, Celltelligence provides insights on JNJ / Legend strategies to increase Carvykti manufacturing capacity, while discussing a slowdown of Carvykti’s sales in Q4 2023 and the initiation of CARTITUDE-6 trial in the US.

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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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Thoughts on the Expansion of Arcellx and Gilead Partnership; Gilead to Expand Scope of CART-ddBCMA to Lymphomas and Exercise Option to ACLX-001

On Wednesday, November 15, Arcellx and Gilead announced (press release) an expansion of their existing partnership, whereby Gilead includes lymphomas in the scope of the collaboration for CART-ddBCMA (BCMA CAR-T) and exercises its option to license ACLX-001 (universal ARC-T cell + BCMA-targeting SparX protein) in MM. Additionally, on Monday, November 13, Arcellx released its Q3 2023 business updates (press release) highlighting the presentation of promising clinical data from CART-ddBCMA’s Ph1 trial in ≥4L MM at ASH 2023. Below, Celltelligence provides insights on the potential of using a BCMA CAR-T in lymphomas, while discussing CART-ddBCMA’s excellent profile in MM and ACLX-001’s main characteristics and competitive advantages.

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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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Abecma Revenue Decreases Significantly; bbT4015 IND on Track for YE 2023; JW Tx to Initiate JWTCR001’s IIT by YE 2023; 2seventy Bio’s Q3 2023 Earnings Call

On Tuesday, November 14, 2seventy bio held its Q3 2023 earnings call (press release / webcast) acknowledging Abecma’s (BMS / 2seventy’s BCMA CAR-T) decline in US sales while confirming milestones for its preclinical cell therapy programs in solid tumors. Below, Celltelligence provides insights on the causes behind Abecma’s revenue decrease while discussing the company’s preclinical solid tumor pipeline.

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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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GC012F’s US Trial in MM Initiates Dosing; GC012F IND in SLE on Track for 2023; Gracell Initiates GC506 Clinical Development in Solid Tumors and Deprioritizes GC007g in B-ALL; Gracell’s Q3 2023 Earnings Call Summary

On Monday, November 13, Gracell held its Q3 2023 earnings call (press release) highlighting the initiation of dosing in the Ph1b/2 trial evaluating GC012F (BCMA x CD19 FasTCAR-T) for ≥4L MM in the US, while confirming that the IND submissions for the evaluation of GC012F in refractory SLE (rSLE) in the US and China remain on track for 2023. Additionally, the company disclosed the initiation of GC506 (CLDN18.2 SMART CAR-T) clinical development in solid tumors and the discontinuation of GC007g (allogeneic CD19 CAR-T) in B-ALL. Below, Celltelligence provides insights on GC012F potential in MM and rSLE while discussing possible causes of GC007g discontinuation and the initiation of the clinical evaluation of a CLL-1 x CD38 dual CAR-T in AML.

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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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Thoughts on Novartis’s Agreement with Legend

On Monday, November 13, Legend announced (press release) that it entered into an exclusive WW license agreement with Novartis. Of note, Novartis will gain exclusive rights to Legend’s DLL3 cell therapies, including LB2102 (DLL3 CAR-T), and may apply its T-Charge platform to their manufacturing. Below, Celltelligence provides insights on Novartis’s decision to enter the solid tumor cell therapy space while discussing the competitive landscape of DLL3-targeting SCLC.

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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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Roche Collaboration Milestones and Payments Accelerated; P-MUC1C-ALLO1’s Clinical Update Postponed to H1 2024; Poseida’s Q3 2023 Earnings Summary

On Thursday, November 9, Poseida released its Q3 2023 financial results and business updates (press release) highlighting the acceleration of certain milestone payments from the collaboration with Roche, based on P-BCMA-ALLO1 (allogeneic BCMA CAR-T) and P-CD19CD20-ALLO1 (allogeneic CD19 x CD20 CAR-T) programs progress. Additionally, the company noted the delay of the clinical update from the Ph1 trial evaluating P-MUC1C-ALLO1 (allogeneic MUC1-C CAR-T) in advanced or metastatic solid tumors, now expected in H1 2024. Below, Celltelligence provides insights on the potential implications of Roche’s accelerated payments in the development of P-BCMA-ALLO1 and P-CD19CD20-ALLO1 programs while discussing P-MUC1C-ALLO1’s previous results.

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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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