Biotech Firms with Approaches Born To Stay and Succeed

Immunotherapy

Engineered T-Cell Therapy Is Here to Stay

Articles aimed at undermining the value of the firms’ chimeric antigen receptor T (CAR T) cells as immunotherapy for cancer are less and less convincing to savvy investors. Most of the bloggers who attack the procedure admit at the end of their articles that the approach is promising, but still needs this or that for the sake of perfection, etc.

The negative articles aim at enticing investors to wait and see rather than invest in the future, which happened to become the present as being observed in the many lives saved after having been condemned. For those who are not benefiting, the search for a reason or reasons for their cancers’ resistance is ongoing at a great speed and we believe saving most of the resistant cancer patients’ lives is a work in progress that meant to succeed. So, we reiterate our opinion that the engineered T-Cell therapy approach is a breakthrough. It is created to stay and improve during experimentation and after granting approval of the products.

KITE PHARMA

Regarding approvals, in its quarterly results Kite Pharma (KITE) mentioned the possibility of filing NDA for the approval of KTE-C19 for the treatment of diffuse large B-cell lymphoma (DLBCL). Guess what? Instead of welcoming the news and considering it a sign of success of the T-Cell engineered immunotherapy approaches, they attacked other firms using the same technology and developing CAR T products, including JUNO, Bellicum (BLCM) and others. We wonder what these bloggers would find to say if and when the firms they demeaned would come up with extraordinary good news, which we expect will soon happen.

Among Kite’s good news is obtaining access for KTE-C19 to the recently initiated Priority Medicines (PRIME) regulatory initiative from the European Medicines Agency (EMA). PRIME provides early and enhanced regulatory support to optimize regulatory applications and speed up the review of medicines that address a high unmet need.

P.S. Adaptimmune (ADAP) received the same privilege from the EMA.

Among Kite’s good news also are good results from a study conducted at the National Cancer Institute (NCI) of low-dose chemotherapy conditioning followed by anti-CD19 chimeric antigen receptor (CAR) T-cell therapy. The results demonstrated that that CAR T-cell therapy was effective in inducing a high response rate in patients with advanced non-Hodgkin lymphoma (NHL). A similar conditioning regimen is used in Kite’s ZUMA-1 Study of KTE-C19.

The firm announced without reservation all it experienced with its products’ efficacy and side effects. The firm knows well that the bridge towards great accomplishments is made of trials and errors, successes and failures.

KITE has outperformed. As you see in Prohost Portfolio, the 2016 target is $80. Stock is trading now around $58,06 DOWN around $1.15 on profit-taking, following a recent rallying of the stock.

BELLICUM PHARMACEUTICALS

In the NEWS

Citigroup upgraded Bellicum Pharmaceuticals (BLCM) to Buy with a price target of $24. Recently, the European Commission granted orphan drug designations BPX-501 to treat hematopoietic stem cell transplantation (HSCT), and for BLCM’s product rimiducid for Graft vs. Host Disease (GvHD).

Bellicum believes data from the European arm of its BP-004 trial could form the basis of Marketing Authorization Applications for BPX-501 and rimiducid.

Prohost Observations

We believe that Engineered T Cell Immunotherapy creators and developers will r in both making this approach much safer and effective in other than the blood and lymph cancers. Indeed, we believe that sooner than later we will hear that one after the other, the firms in this group will announce their success in creating CAR T products that conquer solid tumors as they are doing in various lymphoma and leukemia malignancies

We believe that like Kite, Juno (JUNO) and Cellectis (CLLS) have a lot to report and to rally for about their products’ advancements. Regarding Adaptimmune (ADAP) we will post an article that discusses this firm before the end of this week.

Born to Stay and Succeed. This is Prohost’s created slogan that projects our conviction of the eventual success Engineered Cell Therapy Approaches.

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