Tag Archives: Earnings Call

Carvykti Sales Flatten while Preparing for Launch in 2L MM; JNJ’s Q1 2024 Earnings Call Summary

On Tuesday, April 16, JNJ held its Q1 2024 earnings call (press release / presentation) mentioning Carvykti’s (BCMA CAR-T) revenue remained approximately flat. Additionally, management remarked on Carvykti approval by the FDA and the CHMP positive opinion for the treatment of 2L MM patients. Below, Celltelligence provides insights on Carvykti’s underperforming revenue during this quarter while discussing its upcoming launch in 2L MM.

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Allogene to Initiate Ph2 ALPHA3 Trial in Mid-2024; Updates from ALLO-316’s TRAVERSE Study Expected in 2024; ALLO-329’s Ph1 Trial in Autoimmune Diseases Set to Start in 2025; Allogene Q4 2023 Earnings Call

On Thursday, March 14, Allogene held its Q4 and FY 2023 earnings call (press release), noting that the start-up activities for the pivotal Ph2 ALPHA3 trial evaluating cema-cel (formerly ALLO-501A; allogeneic CD19 CAR-T) as consolidation therapy in 1L LBCL are ongoing, while the company expects to initiate ALLO-329’s (allogeneic CD19 x CD70 Dagger CAR-T) Ph1 trial in SLE in early 2025.

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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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Caribou to Provide Updated Timeline for the Initiation of CB-010’s Trial in 2L LBCL in Q2 2024; First Patient Dosed in CB-012’s AmpLify Trial; Caribou Q4 and FY 2023 Earnings Summary

On Monday, March 11, Caribou released its Q4 and FY 2023 results (press release) highlighting that an updated timeline for the initiation of CB-010’s (allogeneic CD19 CAR-T) pivotal Ph3 trial in ≥2L LBCL is expected in Q2 2024 while noting that the first patient has been dosed in the Ph1 AMpLify trial evaluating CB-012 (allogeneic CLL-1 CAR-T) in ≥4L MM. Of note, the company has paused the development of CB-020 (allogeneic ROR-1 CAR-iNK) as part of a regular portfolio prioritization process.

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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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Afami-cel Potential US Launch in Q3 2024; Adaptimmune’s Q4 2023 Earnings Call Summary

On Wednesday, March 6, Adaptimmune held its Q4 2023 earnings call (press release / webcast) highlighting the company’s preparation for the potential launch of afami-cel (MAGE-A4 SPEAR-T) in Q3 2024 in the US. Below, Celltelligence provides insights on the launch preparation of afami-cel upon FDA approval, while commenting on the rest of the company’s pipeline updates.

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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 US Revenue Continues to Decrease; 2seventy Bio’s Q4 2023 Earnings Call

On Tuesday, March 5, 2seventy bio held its Q4 and FY 2023 earnings call (press release / webcast) acknowledging the decline in Abecma (BMS / 2seventy bio’s BCMA CAR-T) sales in the US. Below, Celltelligence provides insights on the reasons behind the Abecma revenue decrease, while commenting on the future opportunities for the BCMA CAR-T upon its potential approval in ≥3L MM.

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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 and Breyanzi Revenues Increase; BMS-986353 to be Evaluated in MS; BMS’s Q4 2023 Earnings Call Summary

On Friday, February 2, BMS held its Q4 2023 earnings call (press release / presentation) highlighting the increase in global sales of Abecma (BMS / 2seventy bio’s BCMA CAR-T) and Breyanzi (CD19 CAR-T) while reporting plans to evaluate its BMS-986353 (CC-97540; CD19 NEX-T CAR-T) in multiple sclerosis (MS).

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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 Sales Continue to Decline; No Updates on Cell Therapy Programs; Novartis’s Q4 2023 Earnings Call Summary

On Wednesday, January 31, Novartis held its Q4 2023 earnings call (press release / presentation) reporting $120M in Kymriah (CD19 CAR-T) WW sales, while the company did not provide any update on its cell therapy programs.

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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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Gilead’s Cell Therapy Revenue Continues to Grow; Promising Results from CART-ddBCMA Expected at ASH 2023; Gilead’s Q3 2023 Earnings Call Summary

On Tuesday, November 7, Gilead held its Q3 2023 earnings call (press release / presentation) highlighting increased sales for its cell therapy franchise. Additionally, the company underlined the presentation of a promising clinical update from CART-ddBCMA’s (KITE-772; BCMA CAR-T) Ph1 trial in ≥4L MM, co-developed with Arcellx, at ASH 2023. Below, Celltelligence provides insights on the barriers limiting Yescarta uptake in 2L LBCL in the US, while discussing the potential expansion of Gilead’s cell therapies outside of oncology.  

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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 Continue to Increase While Tecartus Revenue Plateaus; Gilead Considers Entry into Autoimmune Diseases; Gilead’s Q2 2023 Earnings Call Summary

On Thursday, August 3, Gilead (Kite) held its Q2 2023 earnings call (press release / presentation) highlighting the increased sales for Yescarta and the regulatory milestones of its cell therapy franchise. Additionally, the company reaffirmed its confidence in the therapeutic potential of CART-ddBCMA (KITE-772; BCMA CAR-T), developed in collaboration with Arcellx, despite the FDA’s clinical hold on its Ph2 iMMagine-1 trial in ≥4L MM. Below, Celltelligence provides insights on Gilead’s cell therapy revenue increase ex-US, while discussing the potential entrance of the company 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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Kymriah Sales Continue to Slowly Decrease; No Updates of T-Charge Programs; Novartis’s Q2 2023 Earnings Call Summary

On Tuesday, July 18, Novartis held its Q2 and H1 2023 earnings call (press release / presentation) reporting $129M in Kymriah’s (CD19 CAR-T) WW sales while the company did not provide any clinical or regulatory updates on its cell therapy programs. Below, Celltelligence provides insights on Kymriah’s Q2 2023 revenue while discussing if Kymriah’s approvals in ≥3L FL in several markets would be enough to offset the declining sales in the future.

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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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