Oct. 8 at 2:46 AM
$AUTL The only thing, to temper the excitement a little, scaling up to I&I presents a completely different scenario to oncology—there's not enough capacity to create enough doses of an autologous CAR-T therapy for this number of patients.
"The simplest answer is that it is not possible to scale current CAR-T technologies to the massive markets in I&I indications. Sure, it could scale profitably for a few thousand of the most severe patients in the world, but these are indications with hundreds of thousands to millions of patients... Conventional CAR-T can only address a fraction of that. Take
$JNJ's Carvykti, the demand for the drug is greater than they can supply and has been for years despite efforts to scale up. They're losing out on money because they literally can't make enough doses."
$AUTL will have best-in-class efficacy, for sure, but something like
$CGEM and their TCE (CLN-978) will handle the bulk. Much longer time to approval in I&I too—long way away, 2030 at least. Still
