Category Archives: Uncategorized

AUTO3 Outpatient Data in the Ph1/2 ALEXANDER Study; Updated Results for Liso-cel in the TRANSCEND CLL 004 Trial; ZUMA-5 Primary Analysis and Re-treatment; ASH Day 3

On the third day of ASH 2020, four key clinical updates were presented from Autolus, BMS and Gilead. Below, Celltelligence provides insights and context for each presentation.

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Updated Results for ALLO-715 from ASH and Allogene’s Investor Call; CARsgen Fully Human BCMA CART CT053 Reports a 94% ORR in MM; Poseida Modifies Their P-BCMA-101 CAR-T Manufacturing Process; ASH Day 1 Encore

On the first day of ASH 2020, four key clinical updates were presented from Allogene, CARsgen and Poseida. Below, Celltelligence provides insights and context for each presentation.

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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-1 Demonstrates Potential Best-in-Class Efficacy; Ide-cel’s CRB-401 Study Updates mDoR Data; Clinical and Manufacturing Updates for bb21217; A Comparison of Tecartus vs Liso-cel in MCL; Day 1 ASH 2020 Highlights

On the first day of ASH 2020, four key clinical updates were presented from BMS / bluebird, JNJ / Legend, and Gilead. Below, Celltelligence provides insights and context for each presentation.

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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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A New Ph1 Trial for Precision’s CD19 Allogeneic CAR-T PBCAR19B; Could PBCAR19B Knock Down B2M Expression to Enhance Persistence?

On Wednesday, December 2, a new Precision Biosciences-sponsored Ph1 trial has been detected on CT.gov for the allogeneic CD19 CAR-T, PBCAR19B, in ≥3L r/r NHL. Below, Celltelligence provides insights on this new trial and how PBCAR19B could use Precision’s B2M “stealth” vector to increase allogeneic CAR-T persistence, while avoiding NK cell activation.

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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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Legend Appoints a New CEO and Chairperson; New Ph1 Pipeline Updates Including an Allogeneic BCMA CAR-T

On Monday, November 9, Legend announced (press release) the appointment of Ms. Ye (Sally) Wang as Chairwoman of the Board of Directors and Dr. Ying Huang (previous CFO) as Chief Executive Officer. Of note, Legend added three Ph1 trials to their clinical pipeline, including an allogeneic BCMA CAR-T. Below, Celltelligence provides additional context for the new leadership appointments and how Legend’s allogeneic BCMA CAR-T could impact the multiple myeloma landscape.

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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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Kymriah’s First Asian Commercial Manufacturing Facility is Approved; Novartis Increases Manufacturing Footprint to Five Global Centers

On Friday, October 30, Novartis announced (press release) that they have received marketing authorization from Japan’s MHLW (Ministry of Health, Labor and Welfare) for the FBRI (Foundation for Biomedical Research and Innovation) to commercially manufacture Kymriah. Below, Celltelligence provides thoughts on the impact of Novartis’s Japanese manufacturing site and anticipated approvals in other locations.

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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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Yescarta Sales Impacted by COVID-19; ZUMA-7 Data Delayed to H1 2021; Q3 2020 Gilead Earnings Call Summary

On Wednesday, October 28, Gilead held their Q3 2020 earnings call (press release / presentation). Management highlighted the recent launch of Tecartus and the reduction in Yescarta sales. Of note, Gilead confirmed that ZUMA-7’s data readout has been delayed to H1 2021. Furthermore, updated Yescarta data is anticipated for ASH 2020. Below, Celltelligence provides thoughts on Gilead’s launch strategy for Tecartus and implications for Yescarta sales in an ongoing COVID-19 environment.

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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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Continued Kymriah Sales Growth Despite COVID-19; Kymriah’s LCM Initiatives Remain on Track; Q3 2020 Earnings Call Summary

On Tuesday, October 27, Novartis held their Q3 2020 earnings call (press release / financial report / presentation). Of note, Kymriah sales grew +51% WW YoY, and +3% WW QoQ. Below, Celltelligence provides thoughts on Kymriah’s reduced growth rate and potential implications for Yescarta’s Q3 2020 results.

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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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Gilead Appoints Anthony Welters to Their Science Board of Directors

On Thursday, October 22, Gilead announced (press release) that Anthony Welters was selected to join their Science Board of Directors. Below, Celltelligence provides thoughts on this appointment, particularly around Welters’s experience in the healthcare industry.

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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Thoughts on Ziopharm’s TCR-T Programs; Ziopharm at Jefferies Cell Therapy Summit Call Summary

On Monday, October 5, Ziopharm participated in the Jefferies Cell Therapy Summit (press release). Management highlighted advances to their library TCR-T and personalized TCR-T programs. Below, Celltelligence provides thoughts on the potential market opportunities for Ziopharm’s TCR-T and CD19 CAR-T therapies.

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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