Oxford BioMedica PLC (OXBDF)

[marcusl2]

HTTP://www.pharmaphorum.com/news/novartis-expects-10-nme-filings-by-end-2016
HTTP://blogs.shu.edu/cancer/2014/10/26/immunotherapy-of-cancer-roche-newlink-1-billion-deal-for-ido-inhibition/#more-1045
HTTP://blogs.shu.edu/cancer/2014/10/22/lentiviral-vectors-for-gene-transfection-in-car-t-cell-therapy/


HTTP://news.investors.com/012615-736198-cancer-car-t-therapy-drives-hot-biotech-ipos.htm?ven=seekingalphacp&src=aurlbpw&__source=seekingalpha

Can CAR-T Work On Tumors?
Still, there are a great many unknowns given the early stages of testing going on — Novartis is farthest along with phase two studies, while others range from phase one to preclinical. This is especially important because what really matters in cancer is the duration of the response — especially if the companies go beyond blood and into solid tumors, which make up the majority of cancers.
"In solid tumors, metastases often reside in different tissues and at different sites," wrote Leerink analyst Howard Liang in his Jan. 13 initiation report on Juno. "CAR-T cells will have to engage the initial tumor, expand, and circulate throughout the body to find these metastases. Without adequate persistence, these cells may not live long enough to accomplish this."
Another great unknown hanging over the industry is price. This is basically what sank the only cell therapy so far to hit the market: Dendreon's Provenge. These personalized therapies are expensive to produce, and Provenge's degree of superiority to other treatments was deemed by many to be too low to justify its $93,000 price tag.
Normally drug companies don't talk about price this early in the game, so many were surprised when Kite CFO Cynthia Butitta said at the JPMorgan Healthcare Conference this month that she expects the treatment to cost $150,000. She said the company plans to start talking with insurers about reimbursement this year.
However, if and when Kite's product comes to market, it might well not be Kite anymore. Quenneville says another factor driving these stocks is that CAR-T may well provide the next hunting ground for big acquirers.
"I think that's the way people are thinking about it to some extent," he said. "People think it's a viable platform."

HTTP://www.onclive.com/web-exclusives/17-cancer-drugs-on-breakthrough-therapy-list/1


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