Category Archives: Topics

Thoughts on GSK’s Decision to Terminate its Collaboration with Immatics

On Thursday, November 17, Immatics held its Q3 2022 earnings call (press release / presentation) disclosing GSK’s decision to terminate their collaboration to develop novel adoptive cell therapies. Below, Celltelligence provides insights on how GSK’s decision to deprioritize its cell therapy programs could affect Immatics’s strategy, while discussing how BMS could benefit from it.

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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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FDA Accepts Legend’s LB2102 (DLL-3 CAR-T) IND in SCLC

On Monday, November 21, Legend announced (press release) that the FDA has accepted the IND for LB2102 (autologous DLL-3 CAR-T) in extensive stage small cell lung cancer (SCLC). Below, Celltelligence provides insights on LB2102’s IND clearance, discusses potential competition, and highlights how CAR-T therapies could succeed where AbbVie previously failed when targeting DLL-3.

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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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Gracell to Submit GC012F’s IND for R/R MM in the US and China; GC012F Demonstrates 100% ORR in NDMM; Clinical Progress from GC007g, GC503, and GC506; Gracell’s Q3 2022 Earnings Call Summary

On Monday, November 14, Gracell held their Q3 2022 earnings call (press release / presentation), highlighting results from GC012F’s (autologous BCMAxCD19 FasTCAR-T) Ph1/2 IIT in NDMM, and planned IND submissions in the US and China for r/r MM. Additionally, management provided clinical updates for GC007g (allogeneic CD19 CAR-T), GC503 (mesothelin SMART CAR-T), and GC506 (CLDN18.2 SMART CAR-T). Below, Celltelligence provides insights on GC012F’s potential as a first-line treatment in MM, while discussing a possible partnership strategy in the US.

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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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ICT, Takeda, and PACT Pharma Report Clinical Data in Solid Tumors; SITC 2022 Final Analysis

SITC 2022 Final Analysis: Innovative Cellular Therapeutics (ICT), Takeda, and PACT Pharma presented clinical results from their T cell therapies in solid tumors. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:

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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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Fate Tx and Carisma Present Clinical Updates in Liquid and Solid Tumors; SITC 2022 Analysis 2

SITC 2022 Analysis 2: Fate Tx and Carisma presented clinical updates from their novel cell therapies in liquid and solid tumors. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:

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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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Poseida, CRISPR Tx, and Cellectis Present Novel Allogeneic CAR-T for Solid Tumors; SITC 2022 Analysis 1

SITC 2022 Analysis 1: Poseida, CRISPR Tx, and Cellectis presented preclinical and clinical updates from their allogeneic cell therapies in solid tumors. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:

About The Author

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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Breyanzi Absent from November’s CHMP Highlights

On Friday, November 11, the CHMP meeting highlights were released following Monday’s CHMP agenda. Of note, Breyanzi’s (BMS’s CD19 CAR-T) Type II Variation for 2L LBCL transplant-intended patients was absent from November’s CHMP meeting. Below, Celltelligence provides updated EU timelines for Breyanzi.

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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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P-PSMA-101’s Clinical Enrollment Stopped; Multiple Program Updates Expected at ESMO I-O 2022; Poseida’s Q3 2022 Earnings Summary

On Thursday, November 10, Poseida released its Q3 2022 earnings results (press release) highlighting an enrollment halt in P-PSMA-101’s (autologous PSMA CAR-T) Ph1 study for metastatic castrate-resistant prostate cancer (mCRPC) and advanced salivary gland cancers (SGC). Additionally, clinical updates from P-MUC1C-ALLO1 (allogeneic MUC1-C CAR-T) and P-BCMA-ALLO1 (allogeneic BCMA CAR-T) are anticipated at ESMO Immuno-Oncology (I-O) 2022 (Dec 7 – 9). Below, Celltelligence provides insights on Poseida’s potential strategy in the PSMA programs, while discussing the anticipated data updates at ESMO I-O 2022.

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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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Afami-cel’s Rolling BLA Submission to Initiate in Q4 2022; Adaptimmune Prioritizes MAGE-A4 and PRAME Assets; No Major Updates for Gavo-cel and TC-510; Adaptimmune and TCR2 Tx Q3 2022 Earnings Summaries

On Tuesday, November 8, 2022, Adaptimmune held its Q3 2022 earning call (press release) highlighting that afami-cel’s (MAGE-A4 SPEAR-T) rolling BLA submission for synovial sarcoma will initiate in Q4 2022. Additionally, management announced that they will focus exclusively on MAGE-A4 and PRAME assets, while deprioritizing or pausing the development of non-core programs. On the same day, TCR2 Tx reported its Q3 2022 financials and business updates (press release) highlighting positive topline results from gavo-cel’s (TC-210; autologous mesothelin TRuC-T) Ph1/2 trial in mesothelin-expressing solid tumors. Below, Celltelligence provides insights on Adaptimmune’s pipeline prioritization strategy after GSK’s transfer of assets, while discussing potential delays in TCR2 Tx’s programs.

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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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KarMMa-2 Results to be Presented at ASH 2022; No Updates for bbT369 and SC-DARIC33; PBCAR269A Discontinued; 2seventy bio and Precision BioSciences Q3 2022 Earnings Summaries

On Monday, November 7, 2seventy bio released their Q3 2022 earnings results (press release) highlighting Abecma’s (BMS / 2seventy’s BCMA CAR-T) increased revenue. Moreover, preliminary clinical results from Cohorts 2A and 2C of the Ph2 KarMMa-2 in ≥2L HR MM will be presented at ASH 2022 (Dec 10-13). On Tuesday, November 8, Precision BioSciences reported their Q3 2022 financials and business updates (press release) highlighting the discontinuation of PBCAR269A (allogeneic BCMA CAR-T). Below, Celltelligence provides insights on Abecma’s improved efficacy in the KarMMa-2 study, while discussing Precision’s decision to deprioritize its BCMA franchise.

About The Author

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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