Gilead Sciences Inc (GILD)

[jondoeuk]

Kite just released ZUMA-7 results for 2L https://www.businesswire.com/news/home/20230320005701/en/Kite%E2%80%99s-Yescarta%C2%AE-CAR-T-cell-Therapy-Demonstrates-a-Statistically-Significant-Improvement-in-Overall-Survival-for-Initial-Treatment-of-RelapsedRefractory-Large-B-cell-Lymphoma

What's big is that the trial reached five year maturity instead of just the number of deaths. Looking at it, more than 210 of the 359 (58%) are still alive at five years compared to 43% in ZUMA-1 (3L+). Sure, these were healthier patients, but the CR rate was more double (65% vs. 32%) against the standard of care. So, treatment works better in healthier patients. ZUMA-23 in 1L (against R-CHOP) is ongoing.

The next question is whether treating healthier patients with multiple myeloma (if they can resolve supply issues with auto) can (significantly) improve PFS.