Tag Archives: LEADING COMPANIES

Kite to Collaborate with Epic Bio to Develop New Therapies for Cancer

On Tuesday, October 31, Gilead (Kite) announced a research collaboration and license agreement with Epicrispr Biotechnologies (Epic Bio) for the use of Epic Bio’s proprietary gene regulation platform to develop next-generation cancer cell therapies (press release). Below, Celltelligence provides insights on how Gilead could leverage Epic Bio’s platform to develop better cell therapies for hematological diseases.

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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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BMS’s Cell Therapy Franchise Sales Decrease; KarMMa-9 Initiated; The FDA Clears BMS-986353’s IND in MS; First Patients in SLE Trial Dosed; BMS’s Q3 2023 Earnings Call Summary

On Thursday, October 26, BMS held its Q3 2023 earnings call (press release / presentation) disclosing a significant revenue decrease for Abecma (BCMA CAR-T) and a decline in Breyanzi (CD19 CAR-T) sales. Additionally, BMS confirmed the dosing of the first patient in the Ph1 trial evaluating BMS-986353 (CC-97540; CD19 NEX-T CAR-T) in severe refractory systemic lupus erythematosus (SLE), while announcing IND clearance from the FDA to start a trial in multiple sclerosis (MS). Below, Celltelligence provides insights on the potential causes behind the Abecma and Breyanzi sales drops while discussing the initiation of the Ph3 KarMMa-9 trial in NDMM and BMS’s fast progress in the autoimmune disease space.

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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’s Revenue Continues to Decrease; No Updates on Cell Therapy Programs; Novartis’s Q3 2023 Earnings Call Summary

On Tuesday, October 24, Novartis held its Q3 earnings call (press release / presentation) reporting $124M in Kymriah (CD19 CAR-T) WW sales, while the company did not provide any update on its cell therapy programs. Below, Celltelligence provides insights on Kymriah’s Q3 2023 revenue while discussing changes observed in the company’s trial evaluating YTB323 in systemic lupus erythematosus (SLE).

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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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Comparative Analyses Suggest Yescarta is More Effective than Epkinly and Columvi but Less Safe; ESMO 2023 Analysis 1

ESMO 2023 analysis 1: Gilead presented two posters, highlighting the results of two Matching-Adjusted Indirect Comparison (MAIC) studies comparing Yescarta (axi-cel; CD19 CAR-T) with Epkinly (epcoritamab; AbbVie / Genmab’s CD20xCD3 BsAb) or Columvi (glofitamab; Roche’s CD20xCD3 BsAb). Below, Celltelligence provides insights on the results of these comparative analyses meanwhile inquiring about the characteristics and limitations of the studies. 

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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’s Revenue Continues to Increase; CARTITUDE-6 Starts Recruitment; JNJ’s Q3 2023 Earnings Call Summary

On Tuesday, October 17, JNJ held its Q3 2023 earnings call (press release / presentation) highlighting Carvykti’s (BCMA CAR-T) revenue growth and reiterated the measures implemented to raise its manufacturing capacity. Moreover, on October 13, the status of the Ph3 CARTITUDE-6 trial was updated on CT.gov to report recruitment initiation. Below, Celltelligence provides insights on the increase in Carvykti sales and evaluates the potential of its revenue to further grow in the next quarters while discussing the initiation of the CARTITUDE-6 trial.

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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 to Initiate Trial to Evaluate New KITE-197 Asset in LBCL; AstraZeneca to Start Clinical Development of AZD5851 in HCC patients

On October 12, a new Gilead (Kite)-sponsored Ph1 trial investigating KITE-197, a novel asset with an undisclosed target, in r/r LBCL patients was posted on CT.gov. Additionally, on October 16, a new AZ-sponsored Ph1/2 ATHENA trial evaluating AZD5851 (TGFβRIIDN armored GPC3 CAR-T) in ≥2L GPC3 positive advanced / recurrent HCC was detected. Below, Celltelligence discusses the potential targets of KITE-197 while evaluating the relevance of the new AZ-sponsored clinical trial and the competitive advantage of AZD5851 over other GPC3 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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Cellares and BMS Extend Collaboration to Include a Second CAR-T Asset; Kristin Yarema Appointed as Poseida’s CEO Replacing Mark Gergen

On October 10, Cellares announced an extension of its agreement with BMS to include a second CAR-T Program in Cellares’s Technology Adoption Partnership (TAP) Program (press release). A day earlier, Poseida reported a leadership transition with Kristin Yarema appointed as the new CEO expected to be effective January 1, 2024, while Mark Genger, current CEO, will transition to Executive Chairman of the company (press release). Below, Celltelligence provides insights about the expanded Cellares-BMS collaboration and speculates about which of BMS’s preclinical assets could have been partnered.

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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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No Cell Therapy-Related Updates in October’s CHMP Agenda

On Monday, October 9, the CHMP Agenda for October was released. Of note, no cell therapy-related updates were observed and both Type II Variations applications (T2V) for Abecma (BMS’s BCMA CAR-T) in ≥3L MM and Carvykti (JNJ / Legend’s BCMA CAR-T) in ≥2L MM were absent from the agenda.

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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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KarMMa-9 Trial Design Disclosed; Plans to Accelerate Cell Therapy Development in Multiple Autoimmune Diseases; Innovative and Diverse Preclinical Pipeline Presented; BMS’s 2023 R&D Day Summary

On Thursday, September 14, BMS held its 2023 R&D day (press release / presentation) disclosing Abecma’s (BMS / 2seventy’s BCMA CAR-T) Ph3 KarMMa-9 trial design in HR NDMM. The company also highlighted its plans to initiate BMS-986393’s (CC-95266; GPRC5D CAR-T) registrational trial in H1 2024 as well as its intention to submit an IND for the investigation of BMS-986353 (CC-97540 CD19 NEX-T CAR-T) in multiple sclerosis (MS) in September 2023. Additionally, BMS shared its full cell therapy pipeline, including highly innovative and diverse preclinical assets. Below, Celltelligence provides insights on KarMMa-9 design and the company’s new GPRC5D x BCMA dual targeting CAR-T for MM, while discussing BMS’s market opportunity in the autoimmune disease cell therapy space.

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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’s T2V Receives an RSI; When Could Abecma and Carvykti Receive a CHMP Positive Opinion? September CHMP Highlights

On Friday, September 15, the CHMP meeting highlights were released. Of note, Carvykti (JNJ / Legend’s BCMA CAR-T) was absent from the CHMP highlights implying that it has received a Request for Supplementary Information (RSI) for its assessment in ≥2L MM. Moreover, recall that Abecma (BMS / 2seventy’s BCMA CAR-T) was not included on Monday’s CHMP agenda. Below, Celltelligence provides insights on the September CHMP meeting with updated EU regulatory timelines for both cell therapies. 

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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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