Tag Archives: LEADING COMPANIES

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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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 to Present Updated Clinical Results at AACR 2024; Legend Further Expands its Manufacturing Capacity; Poseida and Legend Q4 2023 Earnings Call Summary

On Thursday, March 7, Poseida released its Q4 and FY 2023 business updates (press release) highlighting clinical results from its lead asset P-BCMA-ALLO1’s (allogeneic BCMA CAR-T) Ph1 trial in r/r MM and an initial readout from its P-MUC1C-ALLO1’s Ph1 trial in advanced or metastatic solid tumors will be presented at AACR 2024.

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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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New BMS-986393 Ph2 Trial (QUINTESSENTIAL) for R/R Multiple Myeloma

On Thursday, March 7, a new BMS-sponsored Ph2 trial (QUINTESSENTIAL) evaluating BMS-986393 (CC-95266; GPRC5D CAR-T) in quadruple-class exposed [including: an immune modulatory drug (IMiD), a proteasome inhibitor (PI), an anti-CD38 mAb, and an anti-BCMA therapy] ≥4L MM was observed on CT.gov.

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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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CHMP Adopts Positive Opinion for Carvykti in ≥2L MM; February CHMP Highlights

On Friday, February 23, the CHMP meeting highlights were released, including the positive opinion of the CHMP for Carvykti (JNJ / Legend’s BCMA CAR-T) in ≥2L MM.

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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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Could Carvykti Receive a Positive Opinion in Q1 2024? February CHMP Agenda

On Monday, February 19, the CHMP agenda for February was released. Of note, Carvykti (JNJ / Legend’s BCMA CAR-T) was included in the ‘Type II Variations – Opinions or Requests for Supplementary Information’ section for ≥2L MM.

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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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Yescarta Revenue Decreases while Tecartus Sales Hold; ZUMA-24 Readout Delayed to H2 2024; Anito-cel’s Trial in Early Line MM to Initiate in H2 2024; Gilead’s Q4 2023 Earnings Call Summary

On Tuesday, February 6, Gilead held its Q4 2023 earnings call (press release / presentation) highlighting that the Yescarta (CD19 CAR-T) sales decreased Q0Q while Tecartus (CD19 CAR-T) revenue showed a slight increase. Additionally, the company delayed the readout from Yescarta’s Ph2 ZUMA-24 to H2 2024, with results from anito-cel’s (formerly CART-ddBCMA; BCMA CAR-T) Ph2 iMMagine-1 trial also anticipated in the second part of the year. Finally, Gilead disclosed that the enrollment of the first patient in anito-cel’s Ph3 trial in early-line MM is expected in H2 2024.

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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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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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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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2seventy bio to Focus Exclusively on Abecma; Sells Pipeline to Regeneron; Afami-Cel BLA Granted Priority Review

On Tuesday, January 30, 2seventy bio announced (press release) a new strategic path focusing exclusively on the commercialization and development of Abecma (BCMA CAR-T). In connection with this, and as shared (press release) by Regeneron, the company has entered into an asset purchase agreement with Regeneron to sell its oncology and autoimmune R&D programs, clinical manufacturing capabilities, and related platform 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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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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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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Breyanzi Regulatory Applications for R/R FL and R/R MCL Accepted in the US and Japan

On Tuesday, January 30, BMS announced (press release) that the Breyanzi (CD19 CAR-T) sBLAs for r/r FL and r/r MCL have been accepted by the FDA with projected PDUFA dates on May 23, 2024, and May 31, 2024, respectively. Additionally, the application for Breyanzi in r/r FL has also been validated in Japan.

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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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