CAR-T in the spotlight: Cellectis

  Two weeks ago, Cellectis (ALCLS) and Pfizer (PFE) struck an agreement to develop new chimeric antigen receptor (CAR)-T-based therapies for oncology. Pfizer will pay $80M upfront and up to $185M in milestones per product plus royalties on sales. Additionally, Pfizer has acquired a 10% stake in Cellectis. Pfizer has exclusive rights to develop 15 […]

Sunesis: little value in VALOR

  Sunesis Pharmaceuticals (NASDAQ: SNSS) is expected to report top-line data from the Phase III VALOR study in the third or fourth quarter of this year. The VALOR study is testing vosaroxin plus cytarabine vs. cytarabine alone in patients with first relapsed or refractory acute myeloid leukemia (r/r AML), with survival as the primary endpoint. […]

INSM – Quick take on Insmed

 Insmed (NASDAQ: INSM) is expected to report top-line data from a Phase II trial of Arikace in non-tuberculosis mycobacteria (NTM) infection tomorrow morning. This is a double-blind placebo-controlled study that has recruited 90 patients and is comparing the change in semi-quantitative mycobacterial culture density on a seven-point scale from baseline to the end of treatment […]

ABBV – A look into Abbvie

with Patrick Crutcher and Jason Chew Abbvie (ABBV) presented data on its oncology candidates at ASCO meeting and updated investors at Jefferies Healthcare Conference last week. The stock, like other fellow big caps, has had a considerable run over the past few months and is up 25% YTD, after the split from Abbott (ABT). On […]

CYTK – Our take on the upcoming ATOMIC-AHF study results

Results from ATOMIC-AHF, a Phase IIb clinical trial of omecamtiv mecarbil, are quickly approaching. Cytokinetics (NASDAQ: CYTK) and partner Amgen (NASDAQ: AMGN) expect to release top-line data around mid-year, probably in June or July. We published a comprehensive analysis of Cytokinetics’ cardiac muscle program in this article. The ATOMIC-AHF study is a double-blind, placebo-controlled clinical […]