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Monday, March 29, 2021

World’s first multiple myeloma cell therapy has it all to do

 With Bristol Myers Squibb/Bluebird’s ide-cel, now branded Abecma, making it across the US finish line, investors might glance nervously at how much this BCMA-targeted Car-T therapy is expected to sell. The 2026 forecast is $1.2bn, according to sellside consensus compiled by Evaluate Pharma, a seemingly tall order given that Abecma has surprisingly been indicated for fifth-line use, even though its KarMMa study was in fourth-line patients. Of course, much of the number will be down to Abecma breaking into earlier lines of multiple myeloma therapy, but here toxicity could trip the therapy up: the label lists hamophagocytic lymphohistiocytosis/macrophage activation syndrome and cytopenia in a boxed warning in addition to the cytokine release and neurotoxicities that are standard with Car-T. There is also an impressive list of BCMA-targeting antibodies and cell therapies, including Johnson & Johnson’s cilta-cel, that could soon compete against Abecma. Not that any of this matters for holders of contingent value rights derived from Bristol’s 2019 takeover of Celgene; since the CD19-targeted Car-T therapy Breyanzi failed to be approved before the end of last year, that security has already lapsed.

Selected BCMA-targeted multiple myeloma therapies
ProjectCompanyModality2026e sales ($m)Status
Blenrep (belantamab mafodotin)GlaxosmithklineADC1,462Marketed
Abecma (ide-cel)Bristol Myers Squibb/BluebirdCar-T therapy1,198Approved
Cilta-celJohnson & Johnson/LegendCar-T therapy500Filed
ALLO-715Allogene TherapeuticsCar-T therapy479Phase 1
CTX120Crispr TherapeuticsCar-T therapy171Phase 1
C-CAR088Cellular Biomedicine GroupCar-T therapy74Phase 1
HPN217Harpoon TherapeuticsTrispecific MAb46Phase 2
AUTO8Autolus TherapeuticsBispecific Car-T46Preclinical
AMG 420Amgen/Boehringer IngelheimBispecific MAb19Phase 1
bb21217Bristol Myers Squibb/BluebirdCar-T therapy13Phase 1
Source: Evaluate Pharma sellside consensus.

https://www.evaluate.com/vantage/articles/news/snippets/worlds-first-multiple-myeloma-cell-therapy-has-it-all-do

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