Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
What is CARNK bios going to do if T cell engagers eat the autoimmune pie?
This $500M company burns $200M a year. These PhDs have been spoiled by Wall St. when money was cheap. Who wants to be their sugar daddy?
Why they hired a Chief People Officer instead of of trimming head count? another GNCA IMO
ADC is the future for solid tumors, no wait time, decent ORR. Why bother with TCR-T and deal with matching HLA, long wait and PD1 for persistence. All the CARNK bios are pivoting to SLE ....Will ADAP try a TCR-T + mAb combo or TCT-T + CBNK to improve ORR? Can 1 accountant innovate?
They need to add PD-L1 or CBNK to address the innate arm. More LD not going to work.
ACTs are turning into migrants armed with a pistol and name looking for a felon. They don't know the hoods and the local sheriffs. How long can they last in the hostile ground?
This explains why TIL, TCR-T, Tigit, ... not working. Exhausted T is a misnomer
https://www.cell.com/cell-reports/fulltext/S2211-1247(24)00040-8?_returnURL=https%3A%2F%2Flinkinghub.elsevier.com%2Fretrieve%2Fpii%2FS2211124724000408%3Fshowall%3Dtrue
How do they decide the dosages? IHC scores? Does each combo require a BLA?
Experimental: T-Plex Combination Cohort A + B
TSC-204-A0201 and TSC-204-C0702
when was the last time the mgt. didn't missed a milestone promised. BLA, PRAME, ...
Side dish becomes the main course. High paid bio CEOs need another bait and switch.
May be the investors realized that CART, CARNK targeting single antigen not going to subdue solid cancers. Will 2nd gen SPEAR cells NY-ESO + MAGE-A4 combo or extracellular CD70 + SPEAR T cells combo avoid the CAR crash?
CARTs, ADCs not investable. Too many to count. Targeted bombing offers no OS benefits but long term health issues, secondary cancers and infections.
Ignore last message. Looks like TCR T is good for cold tumor like SS. No wonder IMCR engager failed in OV.
Thanks. Why pts lacking actionable genetic aberrations were tested? No LD? The trial was destined to fail.
Is any TCR bio testing Decitabine combo?
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9568428/
MF SZ CTCL must be the best friend for bios. TRIL, AFMD, ... all had good response with their CD47, CD30 ..
Why ADAP is the only TCR T bio targeting NY-ESO?
CSO was smart selling off his shares. Depleting B cells is not investable, trading in SLE for B cell aplasia is a good deal?
No Transplant needed.
a novel approach to target PRAME using a chimeric antigen receptor (CAR) construct encoding a targeting domain based on T-cell receptor (TCR) mimic antibodies
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC10111362/
Is this the most promising TCR-T bio? TCR-T Multiplexing CTAs seems more effective than neoantigen ACT?
Plenty dead bios walking in this mkt. still handing out options like clock work.
This bio is walking dead. Failure to let go the PhDs and CARTs a few years ago costed hundreds millions. ARCUS will be bought by IECure after the cash dries up.
It is given weekly. So persistence is not an issue.
It is given weekly. So persistence is not an issue.
NIH used it.
To test the effectiveness of irradiated PD-L1 CAR-NK cells, combined with pembrolizumab and N-803, in people with advanced forms of gastric or head and neck cancer.
https://classic.clinicaltrials.gov/ct2/show/NCT04847466?term=CAR+NK&recrs=a&draw=9&rank=20
Combined treatment with anti-PSMA CAR NK-92 cell and anti-PD-L1 monoclonal
They are testing the combo in China.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9191826/
Has any bio co-cultured their CARNK with TAM and cancer cell lines? Anyone testing CARNK + ATEZO?
The prior treatment can decide the outcome of single agent efficacy. In the case of ICE, high PD-L1 due to chemo(24) or battered innate cells by ADC aggregates(13). 2 agents combo doesn't guarantee higher afficacy as shown by PDL1 + chemos
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8837541/
I view ICE+PD-L1 as jockey and horse. You need Pd-L1 to upregulate cancer cell necrosis genes, block the IC on M, NK, T. ICE is the jockey that direct and activates the NK, M to the weakened cancer cells to make the kill. Turning the trojan horse into CARNK, CARM without CRISPR, IPSC etc..
These cell therapies need ATEZO to block the PD-L1 exosomes. Drones are used by cancer to promote mets and suppress lymphocytes.
With all the PD1 combos failures, pharmas are going back to poisoning cancers with hundreds ADC. No survival benefits but lots AEs for the longer PFS.
Immune cells are acting like bios traders, stocking up on PD-L1 when the body is inflammed. Tumors are exploiting this habit and makes tons of PD-L1 for their consumption. Repeated admin of Chemos just create more DNA damaged cells to further promote this process.
Data worse than GNCA cell therapy results.
This is not good enough to survive the ADC tsunami.
35.6% (2 complete response, 14 partial response [PR]). Median duration of response was 20.79 weeks (95%CI: 11.6, 30.9)
Gene editing T cells turning CART into ADC. Without tackling innate immunity that is pro tumor, all TCR, CART, CARNK are bound to fail.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5886129/
How CAR NK bios address this issue? NK can grab PD-L1 too.
Trogocytosis-based generation of suppressive NK cells
https://www.embopress.org/doi/full/10.1038/sj.emboj.7601570#:~:text=Trogocytosis%20is%20a%20fast%20uptake,targets%20material%20exchange%20is%20unclear.
Most bios are expensive experiments done by expensive PhDs. They are Wall St. shows nobody should stick around for the endings.
Yes. Signet-ring, TP53. ... dying. Even more aggressive than the ones enrolled in CART trial