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DewDiligence

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DewDiligence

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Re: DewDiligence post# 1123

Thursday, 01/26/2023 7:54:38 PM

Thursday, January 26, 2023 7:54:38 PM

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Addendum—Breyanzi is the first CAR-T to show efficacy in CLL, as far as I know. rrCLL is a large market; if Breyanzi’s complete-response rate after, say, 5 years is as high as 15-20%, this indication could be a meaningful commercial contributor.

Breyanzi, which is currently approved for various forms of relapsed NHL, has annualized sales of under $200M.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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