Tag archive for ‘Axi-Cel (axicabtagene ciloleucel)’
Key Investment Considerations Relating to Much Anticipated CAR-T Product Launches By Kite and Novartis Later This Year
Investment Conclusions: Cryoport: My recommended best way to invest in CAR-T launches (CYRX, Buy, $3.60) Kite Pharma: Seems priced for perfection (KITE, Underperform, $76.00) Novartis: Too big of a company to make an impact (NVS, No Opinion, $80.00) Be aware that June 14 could be a very important date. Novartis will present meaningful data on […]
Kite Pharma: Novartis and Kite File for Regulatory Approval of Their CAR-T Products; I Do Not Believe That KITE Has a Meaningful First Mover Advantage (KITE, Neutral, $82.19)
Key Points: Novartis will almost certainly gain approval for CTL-019 in r/r pediatric ALL early in 4Q, 2017. This would represent the first ever approval for a CAR-T product. Kite says that it will receive approval for Axi-Cel ((axicabtagene ciloleucel)) in r/r DLBCL and launch in the US in 2017 and will have first mover […]