Biotech Values

[ciotera]

RE: CAR-T drugs are now a “juggernaut”

So why are they not making a bigger impact, even in 3L where they are approved and the unmet need is bigger?

The bottleneck appears to be production and distribution. As long as CARTs are viewed as "advanced" treatment with serious chance of CRS, regular community will not touch them and they will be relegated to tertiary centers (like SCT).

Transplanters believe in SCT not because they are afraid to lose business (they can easily switch over to doing CARTs, their institutions are equipped to handle CRS), but because the jury is still out on whether CART is curative. SCT can claim that (maybe in a very narrowly defined SCT-eligible population and when everything goes well, but there is long term data to back that up, CART just doesn't have that yet).