Replies to post #212357 on Biotech Values

[DewDiligence]

NVS’ own PR on CTL019 ODAC vote:

https://www.sec.gov/Archives/edgar/data/1114448/000117184317004057/f6k_071217.htm

[DewDiligence]

Re: CAR-T /MNTA

Besides the approx $500k for the initial treatment, the patients' immune system will be crippled. The patients will need boosting immunoglobulin treatment every 3 to 4 weeks (possibly for life) at a cost of about $10K per treatment.

MNTA’s M254 (hyper-sialylated Fc—a cheaper, recombinant alternative to plasma-derived IVIG) could potentially help with this problem.

[DewDiligence]

FDA approves NVS’ Kymriah (CTL019 CAR-T) for pediatric ALL:

https://www.fda.gov/NewsEvents/Newsroom/PressAnnouncements/ucm574058.htm

I don't consider CAR-T a form of gene therapy, but the FDA does, evidently.