Fate Therapeutics Inc (FATE)

[jondoeuk]

I can't see any potential breakthroughs until at least next year when it comes to solid tumours. As for the BCMA/CD19, both are unsustainable in the long-term (there are over 150 candidates targeting CD19 alone) and with the ways thing are, I agree that a number won't survive. That said, looking at data from the ZUMA-7 and ZUMA-12 trials, anti-CD19 CARs have better activity than the current SOC. So I think companies should try and build on that by targeting at least two antigens*, with other modifications. This could result in even greater ORRs, (m)PFS and (m)OS, with more having durable complete responses.

* https://ascopubs.org/doi/abs/10.1200/JCO.2022.40.16_suppl.2543