Biotech Values

[dumaflotchie]

CAR-T Investment Options:

I was searching through back posts and may have missed this, but of the three smaller biotechs BLUE, KITE, and JUNO, do you see any distinct advantages of one over the other or is this more of a global CAR_T "me too" phenomenon?

I was very impressed by the 100% response rate for BLUE's drug with multiple myeloma as that is a very large addressable market annually.

In case you missed this article regarding NVS, this is almost like a club cheering each other on:

https://finance.yahoo.com/news/novartis-car-t-therapy-drug-204908784.html

The news bode well for other companies who are developing CAR-T cell therapies like Kite Pharma Inc. KITE. The company submitted its BLA to the FDA in Mar2017 for the approval of lead candidate KTE-C19. KTE-C19 is a CAR-based therapy, being evaluated for the treatment for patients with relapsed or refractory aggressive B-cell non-Hodgkin lymphoma and DLBCL. The FDA has set a Prescription Drug User Fee Act (PDUFA) target action date of Nov 29.

Meanwhile, bluebird bio BLUE and Celgene Corp. CELG also entered into a collaboration to develop CAR-T cell therapies for cancer. The collaboration was amended and restated to focus on developing product candidates targeting B-cell maturation antigen (BCMA).