Carvykti’s Revenue Increases +31% QoQ; Novartis to Manufacture Carvykti; JNJ Q1 2023 Earnings Call Summary
(Celltelligence is aware of the CARTITUDE-4 abstract leak and will have a thoughts-on analysis after the team returns from AACR.)
(Celltelligence is aware of the CARTITUDE-4 abstract leak and will have a thoughts-on analysis after the team returns from AACR.)
EBMT – EHA CAR-T Meeting 2023 Analysis 2: BMS, Kite (Gilead), and Novartis presented clinical data and follow-up outcomes from their leading CAR-T therapies. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:
On Wednesday, February 1, 2022, Novartis held their Q4 and FY 2022 earnings call (press release / presentation) reporting $139M in Kymriah’s (CD19 CAR-T) WW sales. Of note, the company highlighted their plan to evaluate YTB323 (rapcabtagene autoleucel; T-Charge CD19 CAR-T) in 1L HR LBCL. Below, Celltelligence provides insights on Kymriah’s Q4 revenue, while discussing YTB323’s potential in 1L HR LBCL and PHE885’s absence of updates.
On the first day of JPM 2023, Celltelligence covered presentations by BMS (presentation), Novartis (presentation), JNJ (webcast), and Gilead (presentation). Below, Celltelligence provides insights and context for each presentation. The following topics are covered below.
ASH 2022 Analysis 6: Gilead (Kite), Novartis, and BMS and presented follow-up data from various clinical trials in lymphoma. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:
ASH 2022 Analysis 5: Novartis, CRISPR Tx, and Miltenyi presented clinical updates from their cell therapies in lymphoma. Below, Celltelligence provides insights and context for key selected presentations. The following topics are covered below:
On Tuesday, October 25, 2022, Novartis held their Q3 2022 earnings call (press release / presentation) reporting $134M in Kymriah’s WW sales. Of note, Kymriah’s pivotal Ph2 CASSIOPEIA trial in 1L HR ALL was removed from Novartis’s pipeline and YTB323’s (T-Charge CD19 CAR-T) Ph3 trial initiation has been delayed. Below, Celltelligence provides insights on Kymriah’s Q3 2022 revenue, while discussing Kymriah’s LCM initiative deprioritization and YTB323’s delayed development strategy.
On Thursday, September 22, Novartis held its “Meet Novartis Management” investor event (press release / presentation), highlighting an organizational restructuring, while noting uncertainty regarding its rapid cell therapy manufacturing platform, T-Charge. Below, Celltelligence provides insights on the potential deprioritization of the T-Charge platform, while discussing what novel cell therapy technologies Novartis could leverage for its next wave of cell therapy assets.
On Wednesday, August 31, Gilead (Kite) announced the expansion of their cell therapy operations to Brazil, Singapore, and Saudi Arabia (press release). Below, Celltelligence provides insights on how Yescarta (Kite’s CD19 CAR-T) could quickly challenge Kymriah’s (Novartis’s CD19 CAR-T) market exclusivity in these geographies, while discussing Kite’s potential manufacturing expansion strategy.
On Friday, August 26, Japan’s Ministry of Health Labour and Welfare (MHLW) approved Kymriah (Novartis’s CD19 CAR-T) for the treatment of r/r FL (press release). Below, Celltelligence provides insights on Kymriah’s potential pricing reduction in Japan, while discussing Novartis’s cell therapy expansion in the APAC market.