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Https://www.youtube.com/live/M16KMsMN_1Y?si=XI5n-3NbhY_w-4Kv
The ubiquitous expression of FAP in cancer-associated fibroblasts (CAFs) across nearly all cancers paired with the low abundance in normal tissues, makes it a unique target for a wide variety of cancers such as breast, pancreatic, ovarian, STS…
Roche want it but can’t crack it. They’re pulling trials because their tech does not work.
Novartis want it and are buying companies in bankruptcy to crack it (Clovis).
Eli Lilly want it and bought Point for their platform. They also held the first approval for STS in 40 years (trial run by Tap) until it was shown there was no improvement over Dox.
Merck’s blockbuster (Keytruda) has a monster cliff edge in 2028.
The above x4 have a market cap in excess of 1.4Tn+ (217Bn; 236Bn; 633Bn; 320Bn).
“Lots wants it”.
It is inconceivable a working platform which targets FAP successfully (“preCISION works”) does not sell.
AVCT runs VERY soon and never looks back.
If you’re on the sidelines thinking “I’ll get in after the 7am RNS”, good luck.
Going to be a fascinating few weeks.
WOW!!!
CTSFO - this was posted in Fierce Pharma.com on 28th Nov 23.
The FDA has determined that the potential risk is applicable to all currently approved CAR-T therapies, as T-cell malignancies have occurred after patients received several different products. The FDA is now weighing potential regulatory action—even as the potential risk of developing secondary cancer is already included as a class warning on the labels of the CAR-T therapies.
Currently marketed CD19 CAR-Ts include Yescarta and Tecartus from Gilead Sciences’ Kite Pharma, Novartis’ Kymriah and Bristol Myers Squibb’s Breyanzi. Johnson & Johnson and Legend Biotech’s Carvykti is a competitor to BMS’ Abecma in the BCMA space. A search of the FDA’s adverse events reporting system showed T-cell lymphoma cases for Breyanzi, Carvykti, Kymriah and Yescarta.
Https://x.com/avacta/status/1724859917163442575?s=46&t=B9gCgC5YOkMDz1NBN5lAdw
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take your pick!!!!!
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