Tag archive for ‘Juno Therapeutics’
A Non-Consensus, More Balanced Look at the CAR-T Development Efforts of Kite and Juno (Kite, $48.53: Juno, $30.42)
Definition of Key Terms Used in This Report Engineered Autologous T-cells (eACTS): These are T-cells that are removed from a patient and genetically engineered to increase their activity against cancer cells. They are then expanded into billions of clones that are reinfused into the patient where they continue to differentiate and attack cancer targets. Chimeric […]
Juno Therapeutics: FDA Quickly Lifts Its Clinical Hold on ROCKET
The FDA has decided to lift the clinical hold on the ROCKET trial. Lifting the hold is not a great surprise but the quick turnaround is. This is a strong signal from the FDA that it views the troublesome side effects of CAR-T therapy to be an acceptable risk when weighed against its dramatic therapeutic […]
Juno Therapeutics: Comments on Deaths in the ROCKET CAR-T Clinical Trial of JCAR-015(JUNO, $27.87)
Investment Perspective I have been watching Kite and Juno for nearly two years and have occasionally written on the companies. I am almost through with a report on Kite that should be published soon. As people who follow me know, I am very much attracted to potentially paradigm changing technologies like CAR-T and other related, […]
CAR-T Companies-Kite (KITE, $55.09) and Juno (JUNO, $47.30): Is The Bloom Coming Off The Rose? Are Investor Expectations Unrealistic?
Introduction to This Thought Piece Emerging biotechnology stocks obviously are very hard to value on an absolute basis because they usually have no or minimal sales and huge operating losses. Many Wall Street analysts arrive at price targets by making long term sales and earnings projections; risk adjusting the estimates through predicting probability of successful […]