Jun. 9 at 2:40 PM
$IOVA KOL panel key takes:
Amtagvi is an incredible treatment with impressive durability.
Competitors like
$REPL or
$IMTX might have different mechanisms easier to administer but they are not comparable to Amtagvi because of how much worse is the patient population. Repl and imtx tested on much healthier population.
Actually one KOL said that if Repl is approved he might use it as a last line of treatment AFTER Amtagvi because there are higher chances of survival with Amtagvi earlier in the line.
The management still needs to decide whether to sell or to partner because they cannot do it alone. Kite alone could not achieve what they achieved with
$GILD .
These are not my 2 cents only. These are experts in the field of oncology for years.
