Category Archives: Uncategorized

Thoughts on Chinese CAR-T Ambitions after Lilly CRL and ODAC

On March 24, Lilly announced that the FDA has issued a CRL for Sintilimab + Pemetrexed and Platinum Chemotherapy in 1L non-squamous NSCLC. The CRL stated that the review cycle is complete, but the FDA is unable to approve the application in its current form, which is consistent with the outcome from February’s ODAC meeting which voted 14-1 against approving Lilly-Innovent’s PD-1 inhibitor (Lilly press release here). Recall that Lilly submitted an application to the FDA using only one pivotal trial conducted entirely in China. Despite the widespread lead-up and adcom media coverage, very little analysis or implications came through the lens of cell therapy, specifically CAR-T products. Since China is the #2 geography for conducting CAR-T clinical trials after the US, the Celltelligence team provides some hot takes on what the CRL outcome may mean for Chinese cell therapy companies with Western ambitions.

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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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2seventy Extends Its Cash Runway Into 2025; Could Abecma Receive a ≥3L MM Approval Between 2023 – 2024? 2seventy Q4 2021 Earnings Summary

On Tuesday, March 22, 2seventy bio released their Q4 2021 results (press release) highlighting their extended cash runway into 2025 and Abecma’s (BCMA CAR-T) potential FDA approval in ≥3L MM between 2023 – 2024. Of note, no major updates were provided for other pipeline assets. Below, Celltelligence provides insights on how 2seventy could leverage their extended cash runway, while comparing Abecma’s potential approval in ≥3L MM with key competitor Carvykti (JNJ / Legend’s BCMA CAR-T).

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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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Thoughts on Carvykti’s Label, Price, Manufacturing, and TAT Compared to Abecma

On Monday, February 28, 2022, JNJ / Legend announced (JNJ press release / Legend press release) that the FDA approved Carvykti (cilta-cel; autologous BCMA CAR-T) for the treatment of r/r MM after ≥4 prior lines of therapy based on results from the Ph1b/2 CARTITUDE-1 trial. Below, Celltelligence provides insights on Carvykti’s reported higher manufacturing failure rate compared with Abecma, while discussing Carvykti’s potential messaging 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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Afami-cel’s BLA Filing Anticipated During Q4 2022; MAGE-A4 Allogeneic Platform On Track for IND Submission in 2023; No Major Updates for Precision BioSciences; Adaptimmune and Precision Q4 2021 Earnings Summaries

On Monday, March 14, Adaptimmune held their Q4 2021 earnings call (press release / webcast) highlighting afami-cel’s (autologous MAGE-A4 SPEAR-T; formerly ADP-A2M4) anticipated BLA filing in Q4 2022, while discussing anticipated milestones for their MAGE-A4 franchise. On Tuesday, March 15, Precision BioSciences reported their Q4 2021 financial results (press release), however, no major clinical or regulatory updates were provided. Below, Celltelligence provides insights on potential approval timelines for afami-cel.

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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’s Upcoming Clinical Updates for 2022; Poseida Seeks Further Partners to Develop Their Novel Platforms; Poseida Q4 2021 Earnings Summary

On Thursday, March 10, Poseida released their Q4 2021 results (press release) highlighting their anticipated clinical updates for 2022, while expressing their interest in partnering their emerging technologies. Below, Celltelligence provides insights on Poseida’s potential strategy to prioritize allogeneic PSMA therapies while discussing their possible partnering strategy for their emerging technologies.

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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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Cellectis’s Raleigh GMP Facility is Fully Operational; Cellectis to Prioritize Clinical Programs During 2022; Solid Tumor Programs Deprioritized in 2022; Cellectis Q4 2021 Earnings Call Summary

On Friday, March 4, Cellectis held their Q4 2021 earnings call (press release) highlighting their ongoing clinical trials and UCART20x22 (allogeneic CD20 x CD22 dual CAR-T) asset. Furthermore, Cellectis confirmed that their GMP facility in Raleigh, NC, is now fully operational. Below, Celltelligence provides insights on Cellectis’s decision to deprioritize their solid tumor programs, while discussing their in-house manufacturing 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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Carvykti Approved by FDA in R/R MM After Four Lines of Previous Therapy

Following JNJ’s press release, Celltelligence has updated Carvykti’s FDA approval for r/r MM patients having received at least 4 lines of prior therapy. 

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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’s P-PSMA-101 Demonstrates Encouraging Efficacy in mCRPC; Upcoming Milestones for Poseida’s Allogeneic Platform; Poseida Seeking to Partner Their Emerging Technologies; Poseida’s R&D Day Summary

On Wednesday, February 23, Poseida Therapeutics held an R&D day (press release / presentation) highlighting the potential of their non-viral piggyBac gene delivery system for generating novel cell therapies. Moreover, management noted anticipated milestones for their allogeneic CAR-T platform. Below, Celltelligence provides insights on how Poseida’s allogeneic improvements could significantly decrease manufacturing costs, while discussing Poseida’s development of CAR-T therapies from different cell sources.

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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Cellectis Appoints Bing Wang as Chief Financial Officer

On Thursday, February 10, Cellectis announced (press release) the appointment of Bing Wang as Chief Financial Officer. Below, Celltelligence provides insights on how Cellectis could leverage Wang’s vast financial experience.

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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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CHMP Adopts Positive Opinion for BMS’s Breyanzi in ≥3L R/R DLBCL

On Friday, January 28, the CHMP meeting highlights were released following Monday’s CHMP agenda. Of note, the CHMP adopted (press release) a positive opinion for Breyanzi’s (liso-cel; BMS’s CD19 CAR-T) marketing authorization in ≥3L r/r DLBCL, PMBCL, and FL grade 3B. Below, Celltelligence provides thoughts on Breyanzi’s positive CHMP opinion, while comparing Breyanzi’s regulatory EU timeline with other commercialized CAR-Ts.

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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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