Category Archives: CAR-T

Gilead/Kite Q1 2020 Earnings Update

On Thursday, April 30, Gilead held their Q1 2020 earnings call (press release / financial report / slides). Of note, Yescarta sales continued to grow versus the previous quarter (Q4 2019), seemingly with little initial impact from COVID-19, in contrast to Kymriah which saw a slight dip in Q1 2020 sales. Below, FENIX provides thoughts on Gilead’s cell therapy program, particularly in the context of the ongoing COVID-19 pandemic.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Liso-Cel PDUFA 3-Month Delay; BMS Q1 2020 Call Summary

On Thursday, May 6, BMS held their Q1 2020 earnings call (press release / slides), providing an update on their CAR-T program. As announced on May 5 (press release), the company explained that the liso-cel PDUFA date has been pushed back three months to November 16, 2020 to allow the FDA time to review additional data considered to be a major amendment. Meanwhile, BMS provided brief commentary on their BCMA CAR-Ts ide-cel and orva-cel. Below, FENIX provides highlights and analysis from the call, particularly in the context of the liso-cel PDUFA setback in a field being led by Yescarta and Kymriah.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Novartis Oncology Q1 2020 Earnings Update

On Tuesday, April 28, Novartis held their Q1 2020 earnings call (press release / financial report / slides). Of note, Kymriah sales fell slightly versus the previous quarter (Q4 2019), possibly due to the impact of COVID-19. However, Novartis underlined its confidence in the oncology field’s “resilience” and the company’s full-year sales outlook. Below, FENIX provides thoughts on Novartis’s cell therapy program, particularly in the context of the ongoing COVID-19 pandemic.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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New Ph1 Trial for Novartis’s BCMA CAR-T PHE885 Using a New Manufacturing Method

A new Novartis-sponsored Ph1 trial has been detected for the BCMA CAR-T, PHE885, in ≥3L relapsed and refractory multiple myeloma (RRMM). Of note, the trial uses a new CAR-T manufacturing method. Below, FENIX provides insights on this new trial and how a potentially improved manufacturing process could enhance Novartis’s position compared to the BCMA CAR-T leaders, BMS and Janssen.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Janssen and Fate Collaborate to Develop iPSC-derived CAR-T and NK Therapies

On Thursday, April 2, Fate Therapeutics announced a multi-year collaboration with Janssen to develop and commercialize new off-the-shelf CAR-NK and CAR-T cell products derived from induced pluripotent stem cells (iPSCs). As part of the agreement, Fate will apply its iPSC product platform and Janssen will contribute proprietary antigen-binding domains for up to four tumor-associated antigen targets. Below, FENIX provides highlights from the deal and analysis of how Janssen’s ability to develop off-the-shelf cell therapies, potentially also targeting solid tumors, could strengthen the company’s position in the cell therapy field.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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J&J Q1 2020 Earnings Update

On Tuesday, April 14, J&J held their Q1 ‘20 earnings call (press release / slides). While the call focused predominantly on J&J’s response to the COVID-19 crisis, the company stated that filing of JNJ-4528 (BCMA CAR-T) continues to be projected for H2 2020. J&J also emphasized their determination to reduce the impact of the pandemic on their ongoing clinical trials. Below, FENIX provides highlights and analysis from the call, including how JNJ-4528’s upcoming filing may impact BMS’s ide-cel, the current BCMA CAR-T frontrunner.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Cellectis Q4 ’19 Earnings Update

On Thursday, March 5, Cellectis held their Q4 ‘19 earnings call, providing updates on their CAR-T clinical development program as well as their expanding manufacturing capabilities. In addition, the company provided further color around their recently-updated deal with Servier. Below, FENIX provides highlights and insights from the call, including their significance in the context of an increasingly-competitive CAR-T landscape.

About The Author

Matthew Maryniak

|
President of Fenix Group International

Matthew has been a thought leader in the high-growth therapeutic areas of diabetes and cardiovascular medicine since 2006, making regular attendance at large and small CV/met scientific meetings and an architect of novel methods for assessing market opportunities. He has over a decade of experience in leading CV/met consulting engagements, is a published author in PM360 and Diabetes Technology & Therapeutics, and has been quoted in The Pink Sheet on anti-thrombotics.

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Purchase Blast$599.00

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Kite Acquires Rights to Certain Teneobio Antibodies for Multiple Myeloma CAR-T Therapies (including BCMA)

On Thursday April 2, Kite (a Gilead company) announced that it had entered into a license and collaboration agreement with Teneobio, granting Kite exclusive rights to specific antibodies targeting BCMA in multiple myeloma. Kite’s decision to re-enter the BCMA space follows Gilead’s discontinuation of its own BCMA CAR-T, KITE-585, in late 2018. Below, FENIX provides key takeaways and analysis from this new agreement, particularly in the context of Teneobio collaborations with other key players in the BCMA space: AbbVie and Poseida Therapeutics (who also has the backing of Novartis).

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