Report Highlights
The pending approval of Novartis’ Car-T drug tisagenlecleucel is the beginning of a new era of drugs based…
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Key Points:
Comparison of three month data for CTL-019 in the JULIET trial with Axi-Cel in ZUMA-1 indicates that safety…
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The FDA has announced that there will be an AdCom meeting for Novartis’ CTL-019 for the treatment of pediatric r/r…
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Investment Conclusions:
Cryoport: My recommended best way to invest in CAR-T launches (CYRX, Buy, $3.60)
Kite Pharma: Seems priced for…
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Key Points:
I continue to think that first ever CAR-T drug approval will be for Novartis’ CTL-019 in r/r pediatric…
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Key Points:
Novartis will almost certainly gain approval for CTL-019 in r/r pediatric ALL early in 4Q, 2017. This would…
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Report Preface
In the event that you are unfamiliar with acronyms used widely in this report such as CAR-T, DLBCL, TFL,…
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Introduction to Report
I was closely watching the Amercian Society of Hematology (ASH) meeting held during December 3 to 6 for…
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Key Investment Conclusions
I believe that Juno will cease development of JCAR-015 and turn to JCAR-017 as its lead CAR-T…
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Key Points;
The most important data point between now and yearend 2016 is release of data from ZUMA-1 that shows…
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Overview
Kite released a press release with topline data on the interim look at the ZUMA-1 trial. This note interprets information…
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Investment Opinion
Kite will be reporting interim results of the phase 2, ZUMA-1 trial of its lead product KTE-C19 by the…
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Key Points:
I think that an imminent press release dealing with topline results from an interim look at the ZUMA-1…
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Report Overview
This is the third part of the series of reports that I have written on Kite Pharmaceuticals. I…
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Overview
This section tries to give a brief, layman’s overview on the potential role of CAR-T cells in treating certain hematological…
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Introduction
I have been working on a report on Kite for over three months and have in front of me a…
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Definition of Key Terms Used in This Report
Engineered Autologous T-cells (eACTS): These are T-cells that are removed from a patient…
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SmithOnStocks Mailbox
About the Mailbox:
My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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Introduction to This Thought Piece
Emerging biotechnology stocks obviously are very hard to value on an absolute basis because they usually…
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