Tag archive for ‘KTE-C19’
Updating My Investment Thinking on Kite (KITE, Neutral, $47.63) and Juno (JUNO, Neutrl, 17.86) in the Aftermath of the ASH Meeting
Introduction to Report I was closely watching the Amercian Society of Hematology (ASH) meeting held during December 3 to 6 for any meaningful new data on the CAR-T products: Kite’s KTE-C19, Juno’s JCAR-015 and JCAR-017 and Novartis’ CTL-019. There wasn’t anything really earthshaking that came out of ASH, but there were a few tidbits of […]
My Current Investment Thinking on Kite (KITE, Neutral, $50.02) and Juno (JUNO, Neutral, $20.14) and the CAR-T Space as a Whole
Key Investment Conclusions I believe that Juno will cease development of JCAR-015 and turn to JCAR-017 as its lead CAR-T product. I estimate that this will result in Juno dropping two years behind Kite and Novartis in the race to commercialize CAR-T therapy for the crucial r/r DLBCL market. I believe that this late entry will […]
Kite Pharma: Highlights of October 18, 2016 Analysts’ Day- I Remain More Cautious on the Stock than Mainstream Wall Street Analysts (KITE, Neutral, $46.45)
Key Points; The most important data point between now and yearend 2016 is release of data from ZUMA-1 that shows whether the CR rate for KTE-C19 in r/r DLBCL remains unchanged at 33% over time. This is the expectation of key analysts and management. If it comes in meaningfully below that rate, the stock could […]
Kite Pharma Part 5: Detailed Research That I Have Done In Coming to My Opinion on Kite (KITE, Neutral, $$54.06)
Investment Opinion Kite will be reporting interim results of the phase 2, ZUMA-1 trial of its lead product KTE-C19 by the end of September. The most bullish analysts are projecting a very positive outcome in this trial that will result in approval in 2017 and sales of as much as $1 billion of sales by […]
Kite Pharma Part 2: An Overview of CAR-T Cell Drug Development Efforts
Overview This section tries to give a brief, layman’s overview on the potential role of CAR-T cells in treating certain hematological cancers and the competitive dynamics for companies operating in this space. Kite’s first product is the CAR-T drug KTE-C19. Key Points; There are three CAR-T drugs in development from Kite, Juno and Novartis. They […]
Comments on Antares, Kite Pharma and Northwest Biotherapeutics
SmithOnStocks Mailbox About the Mailbox: My mailbox comments are brief articles on stocks in which I am involved. These can come from recent events or from subscribers’ questions. They are meant to address specific issues about these stocks and are not full and balanced reports. Please refer to the Reports section of my website for […]