Are we sure about Celgene’s future in CAR-T?
Celgene, thanks to its $9 billion acquisition of Juno Therapeutics, is angling to be the third company with a CAR-T treatment for lymphoma. But data released ahead of the American Society of Hematology meeting called that future into question.
As STAT’s Adam Feuerstein reports, Celgene’s CAR-T looks relatively comparable to the ones already marketed by Novartis and Gilead Sciences, and it might be less toxic. But the prospect of a third treatment with the same mechanism might not generate a lot of excitement for oncologists. And, considering the disappointing commercial returns of the original two CAR-Ts, success for Celgene could similarly unmoving for investors.
But even that presumes that the FDA will go for Celgene’s pitch. The agency was quick to approve Novartis’s CAR-T back in 2017, but that was when there were no treatments for lymphoma patients with particularly aggressive cancer. Now, with two therapies on the market, might the FDA hold off until Celgene has more data?
Read more.
As STAT’s Adam Feuerstein reports, Celgene’s CAR-T looks relatively comparable to the ones already marketed by Novartis and Gilead Sciences, and it might be less toxic. But the prospect of a third treatment with the same mechanism might not generate a lot of excitement for oncologists. And, considering the disappointing commercial returns of the original two CAR-Ts, success for Celgene could similarly unmoving for investors.
But even that presumes that the FDA will go for Celgene’s pitch. The agency was quick to approve Novartis’s CAR-T back in 2017, but that was when there were no treatments for lymphoma patients with particularly aggressive cancer. Now, with two therapies on the market, might the FDA hold off until Celgene has more data?
Read more.
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