Category Archives: Uncategorized

Data Updates from Gavo-cel and TC-510 in H2 2022; TCR2 Tx Expands Its Manufacturing Capacity; TCR2 Tx Q2 2022 Earnings Call Summary

On Monday, August 8, TCR2 Tx released their Q2 2022 financial results and corporate updates (press release), highlighting anticipated data readouts from gavo-cel (autologous mesothelin TRuC-T) and TC-510 (autologous mesothelin TRuC-T with PD-1:CD28 switch) in H2 2022. Additionally, management noted the expansion of their manufacturing capacity at ElevateBio Basecamp. Below, Celltelligence provides insights on TCR2 Tx’s anticipated clinical milestones, while discussing the company’s manufacturing capacity expansion.

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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 Poseida’s Strategic Global Collaboration with Roche

On Wednesday, August 3, Poseida announced (press release / presentation) a strategic global collaboration with Roche to develop and commercialize existing and novel allogeneic cell therapies for hematologic indications. Of note, Poseida will receive $110M upfront and further milestone payments potentially exceeding $6B in aggregate value. Below, Celltelligence provides insights on Roche’s shift in interest regarding cell therapies, while discussing Poseida’s partnering strategy.

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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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You May Have Missed: Are Cell Therapy Leaders Losing Their Innovative Edge?

During July, the Celltelligence team published a six-part series discussing the pipeline, manufacturing technology, and novel platforms from Novartis, BMS, and Gilead (Kite):

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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 Appoints Wendy Li as Chief Medical Officer

On Monday, August 1, Gracell announced (press release) the appointment of Wendy Li as Chief Medical Officer (CMO). Below, Celltelligence provides insights on how Gracell could leverage Li’s vast experience in the CAR-T field.

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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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UPDATE: Legend Discloses Carvykti’s Q2 2022 Revenue of $24M

On Thursday, July 21, Legend Biotech reported (6-K SEC) that Carvykti (JNJ / Legend’s BCMA CAR-T) generated approximately $24M in “net trade sales” in Q2 2022. Of note, during JNJ’s Q2 2022 earnings call, management highlighted that the first Carvykti sales had been recorded, but did not disclose its Q2 2022 revenue (see previous insight). The Celltelligence team will analyze how Carvykti’s revenue compares with key competitor Abecma (BMS’s BCMA CAR-T) after BMS releases its Q2 2022 financial results on July 27, 2022.

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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Are Cell Therapy Leaders Losing Their Innovative Edge? Final Analysis

In our previous six-part series, the Celltelligence team discussed the pipeline, manufacturing technology, novel platforms, and potential strategy to maintain an innovative clinical program for Novartis, BMS, and Gilead (Kite):

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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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Are Cell Therapy Leaders Losing Their Innovative Edge? Spotlight on Gilead (Blast 6/6)

As the cell therapy field continues to grow and evolve, companies are developing innovative strategies to overcome the current challenges that the field is facing. In our Spotlight blasts 1-2 and 3-4, the Celltelligence team discussed Novartis’s and BMS’s pipeline, manufacturing technology, novel platforms, and potential strategy for maintaining an innovative clinical program:

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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Kymriah’s Sales Remain Flat After US and EU Approvals in ≥3L FL, PHE885’s Submission Delayed to 2025; YTB323’s Development Strategy Being Updated; Novartis Q2 2022 Earnings Call Summary

On Tuesday, July 19, 2022, Novartis held their Q2 2022 earnings call (press release / presentation) highlighting Kymriah’s (CD19 CAR-T) approval in ≥3L FL, both in the US and EU. Additionally, PHE885’s (T-Charge BCMA CAR-T) submission has been delayed to 2025, while YTB323’s (T-Charge CD19 CAR-T) Ph3 trial development strategy is under review. Below, Celltelligence provides insights on Novartis’s potential strategies to increase Kymriah’s revenue, while discussing if the company could use their recently acquired Priority Review Voucher to accelerate their T-Charge programs.

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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Are Cell Therapy Leaders Losing Their Innovative Edge? Spotlight on Gilead (Blast 5/6)

As the cell therapy field continues to grow and evolve, companies are developing innovative strategies to overcome the current challenges that the field is facing. In our Spotlight blasts 1-2 and 3-4, the Celltelligence team discussed Novartis’s and BMS’s pipeline, manufacturing technology, novel platforms, and potential strategy for maintaining an innovative clinical program:

About The Author

The Celltelligence Team

|
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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New Yescarta Ph2 Trial (ZUMA-24) for 2L LBCL in the Outpatient Setting Posted

On Friday, July 15, a new Kite-sponsored Ph2 trial (ZUMA-24) evaluating the outpatient administration of Yescarta (CD19 CAR-T) in 2L LBCL was observed on CT.gov. Below, Celltelligence provides details for this trial while discussing how Yescarta’s outpatient treatment strategy compares with key competitor Breyanzi (BMS’s CD19 CAR-T).

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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