Tag Archives: Earnings Call

Abecma’s US Revenue Continues to Increase; DARIC33’s Data to Be Presented at ASGCT 2023; Manufacturing Capacity Ramping Up; 2seventy bio’s Q1 2023 Earnings Call Summary

On Wednesday, May 3, 2seventy bio held its Q1 2023 earnings call (press release) highlighting Abecma’s (BMS / 2seventy’s BCMA CAR-T) significant revenue increase. Moreover, management confirmed that early clinical data from DARIC33’s Ph1 PLAT-08 trial in r/r AML will be presented at ASGCT 2023 (May 16-20). Below, Celltelligence provides insights on 2seventy bio’s strategy to improve manufacturing capacity with a newly FDA-approved viral vector manufacturing suite, while discussing the main clinical milestones achieved by the assets in the pipeline.

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Kymriah Sales Decrease; Prioritization of CAR-T Therapies for Immunology over LBCL and MM; Novartis Strategy for Contract Manufacturing; Novartis’s Q1 2023 Earnings Call Summary

On Tuesday, April 25, Novartis held their Q1 2023 earnings call (press release / presentation) reporting $135M in Kymriah’s (CD19 CAR-T) WW sales. Of note, the company disclosed the prioritization of CAR-T programs in immunology over LBCL and MM indications. Below, Celltelligence provides insights on Kymriah’s Q1 2023 revenue, while discussing YTB323’s (T-Charge CD19 CAR-T) potential in the immunologic space and Novartis’s contract manufacturing strategy.

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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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Carvykti’s CARTITUDE-6 Trial to Initiate Ex-US Due to FDA Safety Concerns; LB2102 IND Clearance in SCLC; Legend H2 2022 Earnings Call Summary

On Thursday, March 30, Legend reported its H2 and FY 2022 clinical updates and financial results (press release) highlighting Carvykti’s (BCMA CAR-T) positive topline results from the Ph3 CARTITUDE-4 trial in 2-4L MM, as well as intentions to first proceed with the Ph3 CARTITUDE-6 trial for NDMM in ex-US countries after FDA safety concerns. Below, Celltelligence provides insights on Carvykti’s anticipated evaluation in NDMM as well as its potential FDA approval in 2-4L MM, while discussing Legend’s presence in the SCLC space.

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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’s sBLA Filing in ≥3L MM Remains on Track for Q1 2023; No Pipeline Updates; 2seventy bio Q4 2022 Earnings Summary; Gracell Acquires Patent Licenses from Seagen

On Thursday, March 16, 2seventy bio released its Q4 and FY 2022 financial results (press release) highlighting Abecma’s (BCMA CAR-T) increased US revenue. Additionally, management did not provide major milestone updates for 2023, with Abecma’s sBLA filing to the FDA for ≥3L MM still expected in Q1 2023. On the same day, Gracell reported (SEC Filing) a license agreement with Seagen, under which Gracell will have WW licenses to certain patents for clinical and preclinical research, as well as commercialization, of cell therapy products. Below, Celltelligence provides insights on Abecma’s potential market growth for 2023, while discussing the license agreement between Gracell and Seagen.

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Cellectis’s UCART20x22 Trial in NHL Starts Enrollment; Precision’s Azer-cel and PBCAR19B Programs Delayed; Poseida to Provide Further Clinical Updates in 2023; Cellectis, Precision, and Poseida Q4 2022 Earnings Calls Summary

On Thursday, March 9, the following companies released their Q4 and FY 2022 earnings providing clinical updates and financial results:

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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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Obe-cel’s BLA Submission on Track for YE 2023; Full FELIX Trial Data to be Presented at ASCO 2023; LCM Initiatives for Obe-cel Detailed; Partnering Opportunity for AUTO8 in MM; Autolus Q4 2022 Earnings Call Summary

On Tuesday, March 7, Autolus held its Q4 and FY 2022 earnings call (press release / presentation) highlighting that obe-cel’s (autologous CD19 CAR-T) BLA submission in r/r ALL continues to be expected by YE 2023. Additionally, management detailed future LCM plans for obe-cel and AUTO1/22 (autologous CD19 x CD22 CAR-T) and disclosed an interest in partnering AUTO8 (BCMA x CD19 dual CAR-T) for MM. Below, Celltelligence provides insights on obe-cel’s potential US and EU approval timelines, while discussing obe-cel’s potential in other indications and Autolus’s chances of finding a partner for AUTO8.

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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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Strategic Merger of Adaptimmune and TCR2 Tx; Afami-cel’s BLA Filing Completion on Track for Mid-2023; Progress in ADP-A2M4CD8’s Clinical Development; Adaptimmune Q4 2022 Earnings Call Summary

On Monday, March 6, Adaptimmune held its Q4 and FY 2022 earnings call (press release / presentation) highlighting an agreement with TCR2 Tx for merging into a preeminent cell therapy company focused on treating solid tumors (press release). Additionally, management presented updates from afami-cel’s (autologous MAGE-A4 SPEAR-T) BLA filing in synovial sarcoma and ADP-A2M4CD8’s (autologous MAGE-A4 TCR-T) Ph2 SURPASS-3 trial in ovarian cancer. Below, Celltelligence provides insights on the decision of Adaptimmune to partner with TCR2 Tx while discussing the potential of their combined pipeline in the treatment of solid tumors.

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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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ALLO-501A’s Pivotal Trial in ≥3L DLBCL Top Priority for 2023; Clinical Development of BCMA CAR-Ts Postponed Until 2024; Allogene’s Q4 2022 Earnings Call Summary

On Tuesday, February 28, Allogene held its Q4 and FY 2022 (press release) highlighting that their top priority for 2023 is ALLO-501A’s (allogeneic CD19 CAR-T) Ph2 ALPHA2 trial in ≥3L DLBCL, while the clinical development for ALLO-715 (allogeneic BCMA CAR-T) and ALLO-605 (allogeneic BCMA TurboCAR-T) is paused until 2024. Additionally, the company will focus on ALLO-316’s (allogeneic CD70 CAR-T) development in solid tumors with the possibility to expand into liquid tumors. Below, Celltelligence provides insights on Allogene’s decision to focus on ALLO-501A, while discussing ALLO-316’s combination with checkpoint inhibitors in solid tumors and its expansion in hematological tumors.

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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 Reports Strong Cell Therapy Revenues; ZUMA-23 Delayed? New Galapagos Asset Added to the Pipeline; Gilead’s Q4 2022 Earnings Call Summary; Gracell Reports FDA IND Clearance for GC012F in R/R MM

On Thursday, February 2, Gilead (Kite) held its Q4 and FY 2022 earnings call (press release / presentation) highlighting WW FY 2022 cell therapy revenue of $1.5B, while noting a potential delay in the initiation of Yescarta’s (CD19 CAR-T) Ph3 ZUMA-23 trial for 1L HR LBCL. Moreover, Gilead included a new cell therapy asset in its pipeline and confirmed that Arcellx’s collaboration for CART-ddBCMA has been completed. On Friday, February 3, Gracell announced (press release) that the FDA cleared GC012F’s (autologous CD19xBCMA FastCAR-T) IND application for a Ph1b/2 trial in r/r MM. Below, Celltelligence provides insights on Gilead’s cell therapy revenue increase, while discussing Gracell’s major regulatory milestone.

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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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Increased Sales for Abecma and Breyanzi; BMS to Ramp Up Manufacturing Capacity in 2023; No Clinical or Regulatory Updates; BMS Q4 2022 Earnings Call Summary

On Thursday, February 2, BMS held its Q4 and FY 2022 earnings call (press release / presentation) highlighting significant revenue increases for both Abecma (BCMA CAR-T) and Breyanzi (CD19 CAR-T). Additionally, management commented on BMS’s strategy to ramp up cell therapy manufacturing production in 2023. Below, Celltelligence provides insights on how Breyanzi and Abecma revenues compare with key competitors Kymriah (Novartis’s CD19 CAR-T), Yescarta (Gilead / Kite’s CD19 CAR-T), and Carvykti (JNJ / Legend’s BCMA CAR-T), while discussing the impact that BMS’s manufacturing strategy could have in its cell therapy franchise’s revenue during 2023.

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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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