Gamida Cell Ltd (fka GMDAQ)

[Spideyboy]

Thanks for the article and in-short I don't see this as a major issue.

Tecartus is only indicated for Mantle Cell Lymphoma.

When we look at the breakdown of Both Hodkins and Non-Hodgkins lymphoma, we can see see that MCL account for about less than 5% of total lyphomas. And when looking specifically at the breakdown of Non-Hodgkins lyphoma types, MCL account for 6%.
https://compoundingrxusa.com/blog/why-are-there-different-types-of-lymphoma/

The Vast majority about 90% of Lymphomas are Non-Hodgkins (NHL) type, for which the GDA-201 key focus is on Diffuse Large B Cell Lymphoma (DLBCL) and Folliular Lymphoma at 31% and 22% of NHL cases respectively, and where I believe for the next GDA-201 trial, they are going to be recruiting the most common DLBCL patients.
https://nfcr.org/blog/hodgkins-vs-non-hodgkins-lymphoma/
and here

So Tecartus is going for a much smaller market, and a completely different indication than GDA-201. Based on the results we've seen, GDA-201 should have a very bright future. (The difference between GMDA and FATE's market cap annoys me in this respect).

Even in this smaller indication the main form of current treatment is Rituximab with CHOP, so the current regimen is closer to the would be GDA-201 type of approach. But again MCL is a small piece of the pie.

The results of Tecartus are great, but not of concern for GDA-201 presently.