Jan. 31 at 4:21 PM
Attached is the written transcript from the J&J Q425 earnings call where a
$JNJ analyst asked about the consequence of J&J's new combo therapy in RRMM (posted at ASH) versus Carvykti from
$LEGN or better said hoping to understand what impact will it have on Carvykti sales
We have no clinical expertise & can only guess as to how to read the answers. As we interpret, the J&J executive does not provide a direct answer. She only boasts about having therapies for all 2L & 3L RRMM patients...but again does not provide guidance on Carvykti's placement
We do note she alluded to a 70/30 split.
If anyone can provide a data driven answer it would be appreciated.
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