It faces competition from other cell therapies. I know TT11 (an auto anti-CD30 CAR-T) is already in a pivotal trial for late stage cHL [1], late stage CD30+ NHL, as well as a potential second line therapy (plus four doses of Opdivo) in cHL.
TT11X (healthy donor EBVSTs, with the same CAR) is also being tested in CD30+ lymphomas [2]. NTLA is also moving forward a healthy donor anti-CD30 CAR-T [3]. Another potential benefit is addition engineering. In this, they added a chemokine receptor [4].