reports
- Ingird Gafanhão
- Olga Smolentseva
- Oscar Haffen Lamm
Bryan Garnier Innovation Series: NK Therapeutics
The latest edition of our Innovation Series focused on NK-based therapeutics in oncology. We were joined by Glycostem and XNK therapeutics on a roundtable session to discuss the basic considerations for NK cell therapies, focusing on cell source, phenotype, manufacturing, and cell engineering. On f
- Olga Smolentseva
2023 guidance reiterated
For Q1 2023, the company reported revenues of EUR 1.3bn (vs EUR 6.4bn in Q1 2022), net profit of EUR 0.5bn (vs EUR 3.7bn Q1 2023) and fully diluted earnings per share of EUR 2.05 (vs EUR 14.24 Q1 2023). The differences mainly results from lower sales of Comirnaty. For 2023, BioNTech reiterated prev
- Olga Smolentseva
2023 guidance reiterated, Lyme vaccine submission moves to 2026
The company reported Q1 2023 financial results and provided corporate updates. In Q1, Valneva recorded EUR 31m of product sales (EUR 16.2m), driven by the significant recovery in the private travel markets as well as price increases, and net loss of EUR 18.1m. As of March 31, 2023, cash equivalents
- Alex Cogut
- Ingird Gafanhão
- Olga Smolentseva
May Events: ISCT KOL dinner
The International Society for Cell & Gene Therapy (ISCT) is hosting an exciting event in Paris, starting May 31st. This year's program features over 50 roundtable sessions, providing a stimulating forum for experts to discuss various topics related to cell and gene therapy. In coordination with
- Olga Smolentseva
IMA203 shows early evidence of response durability
Immatics announced interim results from the phase 1b study of IMA203, PRAME-targeting TCR T therapy, in heavily pretreated PRAME+/HLA-A*02+ solid tumours. With additional patients treated at higher dose levels (DL4 and DL5), 67% cORR looks encouraging (n=9), although expectedly slipping a bit from
- Olga Smolentseva
No immediate threat for KIMMTRAK from Ideaya's darovasertib
Ideaya released an update for its phase 2 study of darovasertib and crizotinib combination in metastatic uveal melanoma (mUM). While ORR looked very encouraging with 45% in the first-line and mPFS tracking at 7 months, the company will initially target the HLA-A2:01-negative population as Immuncore
- Olga Smolentseva
Broad immune engagement by afami-cel presented at AACR
The company presented additional translational data at AACR, showing that afami-cel induced peripheral and tumoral innate and adaptive immune responses in patients with SyS and MRCLS (link). Notably, following afami-cel infusion, a greater tumoral immune infiltrate was demonstrated at the gene and
- Olga Smolentseva
More evidence on association of ctDNA reduction and OS presented at AA...
Immunocore presented four posters at AACR 2023, highlighting the association between early ctDNA reduction and longer overall survival. The company showed that in the phase 3 study of KIMMTRAK (currently approved in HLA-A*02:01+ mUM) 88% of treated 1L mUM patients achieved ctDNA reduction by week n
- Alex Cogut
- Ingird Gafanhão
- Maria Vara
- Olga Smolentseva
- Oscar Haffen Lamm
- Valliant Campagne
Healthcare Update Q2 2023
In our healthcare quarterly update we i) we summarise the healthcare market performance in Q1, ii) take a look at ECM ans M&A trends and iii) update our mapping of near and long-term catalysts in the SMID European healthcare space:The highly anticipated readout from argenx is around the cornerW
- Olga Smolentseva
Settling GSK breakup
Adaptimmune announced additional details regarding the terms for the transfer of PRAME and NY-ESO-1 programs from GSK. Adaptimmune gained back the rights for lete-cel (NY-ESO-1-targeting TCR T therapy), next-generation NYESO CD8 and NYESO TGF, as well as preclinical PRAME-targeting programs followi
- Olga Smolentseva
Entering the ADC game with DualityBio partnership
The company announced a strategic partnership with Duality Bio to develop antibody drug conjugates (ADCs) for solid tumours. BioNTech will in-license two ADCs, DB-1303 and DB-1311, for the upfront payment of USD 170m and development, regulatory and commercial milestone payments over USD 1.5bn, as w
- Olga Smolentseva
Enters licencing agreement with Takeda for ADCs in Celiac disease
Innate announced an exclusive licensing agreement with Takeda to develop antibody-drug conjugates (ADC) based on the panel of selected Innate antibodies against an undisclosed target, with a primary focus on Celiac disease. Under the terms of the licensing agreement, Innate will receive a USD 5m up
- Olga Smolentseva
Cash into mid-2025, anticipating HDP-101 data at ASH
The company held a conference call to discuss FY 2022 financial results and provide 2023 outlook. As reported previously, revenues totalled EUR 19.9m (vs EUR 2.3m in 2021) due to strategic partnership with Huadong (see our note). R&D costs amounted EUR 37m, in line with expectations. By the end
- Alex Cogut
- Ingird Gafanhão
- Olga Smolentseva
April Events: NK therapeutics, Hidradenitis Suppurativa KOL call
Hidradenitis Suppurativa KOL call - 4th April, 04:00 PM CET / 10:00 AM ETWe are hosting a KOL call with Dr. Luis Garza, a professor in the Department of Dermatology at the Johns Hopkins University School of Medicine and treating 200 HS patients. We will cover also the latest data from AAD from bime
- Olga Smolentseva
Pioneering TCR T cell therapy
We view Adaptimmune as one of the leaders in the TCR T space due to: i) initiated BLA submission for the lead asset, afami-cel, in synovial sarcoma, which could secure the first-ever approval for TCR-T therapy; ii) while afami-cel provided solid validation, the next generation program, ADP-A2M4CD8,
- Alex Cogut
- Ingird Gafanhão
- Maria Vara
- Olga Smolentseva
- Oscar Haffen Lamm
- Valliant Campagne
TCR therapeutics coming of age
With the opportunity to tap into the intracellular target universe and efficient TCR signalling, TCR-based therapies could reach beyond other immunotherapeutics. TCR-based therapeutics showed durable clinical responses in hard-to-treat solid tumours, a significant achievement and a sign of maturity
- Olga Smolentseva
The most comprehensive approach to TCR therapeutics
Immatics is leveraging two TCR discovery engines, XPRESIDENT and XCEPTOR, for a 360º approach to the development of TCR-based therapeutics. The company developed two technology platforms: i) ACTengine for TCR T cell therapies, and ii) TCER for TCR bispecifics. Moreover, early-stage allogeneic techn
- Olga Smolentseva
Leading TCR space with bispecifics
Immunocore is leading the TCR therapeutics space with the first approved therapy, KIMMTRAK, in metastatic uveal melanoma, for which the 2022 launch in the US exceeded expectations. We believe that further market penetration in the community setting and in the EU could drive the company's stock in t
- Olga Smolentseva
Financials as previously disclosed, anticipating more clarity on VLA15
Valneva reported FY 2022 financial results and provided a corporate update. The company previously reported its revenue and cash position, as well as provided financial guidance for 2023 (see our note). Following the acceptance of the BLA filing for VLA1553, the chikungunya vaccine, the PDUFA date
- Olga Smolentseva
Financials in line, anticipating lacutamab's data in H2 2023
The company reported FY 2022 financial results and provided a corporate update. For 2022, Innate reported revenues of EUR 57.7m (24.7m), mainly from collaborations and licencing agreements, and operating costs of EUR 74.1m (EUR 72.5m). At the end of 2022, the company held cash and cash equivalents
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