Jul. 8 at 1:10 PM
Piper Sandler reiterated
$ACLX OW-
$115
$GILD $LEGN -
$JNJ $BMY
NVS GLPG
Piper Sandler said in its note: "For several months, investors have been monitoring the competitive dynamic as
$ACLX's anito-cel pivotal data started to emerge with two very important questions - does it have a differentiated safety profile on delayed neurotox and what is driving Carvykti's delayed neurotoxicity safety profile.
A recent study was published in Nature Communications (Jul 2025) that reported a comparative analysis of patients treated with Carvytki and Abecma. While the study was limited in size (N=39), the results suggested that there are some unique aspects to Carvykti cell expansion. The dominant cell phenotype associated with Carvykti was effector-memory and Carvykti cells found in the cerebrospinal fluid primarily consisted of this phenotype. The study's authors suggest that they
may partially drive both the delayed neurotoxicities and infections that are being reported with Caryvkti administration."
