Deal analysis part two – the good
A look at big oncology deals since 2016 finds outright success stories hard to come by.
GSK’s Blenrep Dreamm remains alive
Some light is shed on Dreamm-7, but precisely why this trial was successful remains a mystery.
Pfizer shuffles its deck post-Seagen
The group’s B7-H4-targeting bispecific is out, in favour of Seagen’s ADC.
Carvykti joins Abecma in adcom limbo
Both BCMA-targeting Car-T therapies will face US advisory committee scrutiny after all.
New phase 1 projects enter hot fields
Analysis of industry assets newly into human trials reveals three Car-T therapies and some familiar targets.
ASH 2023 – Arcellx still hopes to challenge Carvykti
The group highlights safety and manufacturability, as well as efficacy, but investors apparently have doubts.
Investors brush off Car-T scare
But the FDA’s investigation looks like worse news for autoimmune disease than oncology.
Gilead ups its bet on Arcellx and BCMA
The new deal comes as Carvykti manufacturing problems continue and 2seventy dials down Abecma expectations.
