Topic Archives: CAR-T

[ed. note: Michael Jorrin, who I dubbed “Doc Gumshoe” years ago, is a longtime medical writer (not a doctor) who writes for us a couple times a month about health issues and trends.  He does not typically write about specific investment opportunities, but has agreed to our trading restrictions… as with all of our authors, […]

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    The doc says the problem with CAR-T is that it can't be mass-produced; each patient has to be treated individually. How...

  • SoGiAm

    $JNJ, $GILD, #EDIT etc. - As gene editing explodes, a new report from Goldman says Chinese groups are seizing the lead o...

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    $SRNE I've been watching $SRNE since it was first mentioned here a few months ago, but have considered it overpriced ...

  • SoGiAm

    $srne nice +7% move today, hoping to see this one head back to it's highs at $10+. Long, 1/2 position, cost average = $7...

  • SoGiAm

    $SRNE ow - Sorrento Therapeutics Autologous Anti-CEA CAR-T Cell Therapy for Liver Metastases Demonstrates Therapeutic Ac...

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    $SRNE small position - Don't know anything about $BLCM, but Sorrento's CAR-T play has not yet been validated in actual t...

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    $SRNE Vs $BLCM both CAR-T stocks does anybody have an opinion why SRNE would be worth double the mkt cap especially cons...

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    just check out hep c; a few pills can cure it so they charge a few hundred thousand and make a mint, or the CAR-T cell t...

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    $AUPH OW a lot , Hi Mary, I took a starter position with SRNE today. Call this dumb luck, but i sold all my positions ...

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    Seeking Alpha does have a lot of good contributors, article writers and forum participants. Of course there are people w...

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    $SRNE long - news - Sorrento Therapeutics CAR-T Manufacturing Capacity Expanded With Opening of East Coast GMP Site in A...

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    $SRNE LONG Could Sorrento Therapeutics be the next minnow gobbled up in biotech feeding frenzy? Share 09:56 23 Ja...

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    SRNE-NP- company Doc talked fondly of yesterday and former shareholder. Lurking with this company with its leading antib...

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    $SRNE np I would never have been able to guess this one - having had and sold a small position before, and forgotten ...

  • DrKSSMDPhD

    OK, gather round all. I'm going to reveal one of the Christmas 12 here before the next column on that actually appears. ...

  • SoGiAm

    $XYZ plz $CELG np , $JUNO np - Celgene reportedly readies big bid for CAR-T player Juno https://endpts.com/wsj-jun...

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    $ATNM Cheers and thanks for those articles dhnida. I think you are correct on the individualized treatment for CAR-T but...

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    $ATNM long tyler_l45. So with CAR-T, it is antibody specific also. I am pasting from a cancer network website -"Ultim...

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    $ATNM Long. Thanks for your post dhnida. I am long in ATNM as well, have only been in it for about 10 months (since Marc...

  • DrKSSMDPhD

    Yesterday a caller asked about Fate Therapeutics $FATE. This is a San Diego cellular immunotherapies company working in ...

  • DrKSSMDPhD

    NEVER let Cramer influence your biotech investing decisions. He's an interesting and jolly man, but this is NOT his sect...

  • DrKSSMDPhD

    I've run that by two people I know "in the business" that I regard as qualified to guess. Even applying conservative met...

  • DrKSSMDPhD

    It's pending further study, but predicted to help at least to a degree. A good way to think about hyaluronic acid stroma...

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    $HALO How fortuitous as I wanted to ask you about Halozyme. Have been trying to follow the many posts that you and @f...

  • SoGiAm

    "By forming pericellular coats, HA can protect tumor cells from T cell attack-Several tumor cells produce ⬆️d amount...

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    $afmd I believe it is due to investor fear of the high bar being set by CAR-T stocks in AML and they will also need to r...

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    I dialed up on TWITTER .....ASH conference and it's all about CAR-T....

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    Some new data from: $AFMD : http://affimed.com/pdf/20171211_afmd_ash_afm13_afm26_posters_pr_final.pdf And $AAVXF ...

  • SoGiAm

    #ASH17 NEWS http://e.endpointsnews.com/t/ViewEmail/t/16F7237A4D7B4F15/2F80028A944F69C925D77A725F39070E The BCMA-targ...

  • SoGiAm

    #Moderation Please! $FATE long – Fate Therapeutics Announces Generation of CAR-targeted, TCR-null CD8aß+ T Cells fro...

  • SoGiAm

    $FATE long - Fate Therapeutics Announces Generation of CAR-targeted, TCR-null CD8aß+ T Cells from Clonal Engineered Ma...

  • SoGiAm

    #EndPoints In a blow to Eli Lilly, Novo Nordisk lands FDA OK for their next big entry in the diabetes market: Ozempic ...

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    We have 100 reasons to like (GILD) right now, which isn't a direct relation to the article above but if your looking to ...

  • DrKSSMDPhD

    The data here are excellent. Full completion of development of entinostat is supported. For reasons I don't get the stoc...

  • DrKSSMDPhD

    Agree, Daniel. I've not got a penny in this space. Crazy, in my view. And if you think these companies are going to ring...

  • DrKSSMDPhD

    Just a reminder: the biotech tide is out right now. Don't get uneasy at shriveled portfolio balances. We're in a season ...

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    Like this company Immune Design (IMDZ) at these levels and their immune methods look like the real deal and platform loo...

  • DrKSSMDPhD

    Here's a rather important study, NOT by Trillium, that definitely bulks up the case FOR what Trillium is doing. Have ...

  • DrKSSMDPhD

    I exitec $AFMD weeks back. It needs a new helm. I have to say I am outright livid at mgmt because they are fumbling the ...

  • SoGiAm

    $MRK & much more... NEW http://e.endpointsnews.com/t/ViewEmail/t/A537ED71EDB429B5/2F80028A944F69C925D77A725F39070E...

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    $CYAD np, AFMD long 1/2 p, Kite -long position closed. https://www.celyad.com/en/news/celyad-reports-a-first-complete...

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    $clrb in light of today's news if there is something i have never understood about clrb is the trading. I would think ...

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    $nano Hi pguathua, I've been following the "nano particle vector" with great iinteresr. Right now, the easiest ...

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    $ No ticker http://www.fiercebiotech.com/research/hit-and-run-gene-therapy-nanoparticles-could-enhance-car-t-treatments...

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    $GILD $KITE John Carroll's take on the buyout: UPDATED: Diving deep into CAR-T, Gilead forges $12B buyout deal for...

  • DrKSSMDPhD

    Well-played DBMD. There's just never been a question as I see it that $KITE was the best CAR-T house. And Gilead's choic...

  • SoGiAm

    $GILD has 20B left to spend. :-) Could this deal be the beginning of many M&A deals in #biotech? $GILD $KITE de...

  • DrKSSMDPhD

    Who knew? $GILD takes over $KITE. $GILD has long bemoaned the absence of deals that "make sense." How the heck does THIS...

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    Nice article on Dr. Carl June, one of the CAR T -cells pioneers. https://www.fredhutch.org/en/news/center-news/2017/08/...

  • DrKSSMDPhD

    Still long $AFMD with a half position; I've sold none. The pre-clinical and clinical programs are original, and as I und...

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    I work in the oncology sector and there are great breakthroughs especially in the CAR-T arena. I am invested in Kite Pha...

  • DrKSSMDPhD

    CAR-T would be ONLY for instances where the $APTO drugs fail. CAR-T will always be last resort,...

  • DBMD

    A personal thanks for KITE and BLUE. You talked me out of JUNO, and I moved to KITE with good prices. Sucking wind on so...

  • DrKSSMDPhD

    Hi hmaaita: I wondered similarly. The unanimous backing is not entirely a surprise in that NIH has a stake in CAR-T via ...

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    $AFMD Long FP I've been a silent memeber of SGS for a few months now and I really appreciate Dr KSS guidance and leade...

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    $NVS $CAR-T CTL019 #AML FDA advisers back Novartis’ game-changing personalized CAR-T for cancer, approval in sight ...

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    $CAR-T $KITE $NVS #Ethics A soul-searching article published on the eve of CAR-T's first approval "Sophie’s Choi...

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    $Kite: Kite Pharma, Inc., (Nasdaq: KITE), a leading cell therapy company, today announced that the United States Patent ...

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    Thank you, Dr. KSS, for excellent critique of this company and CAR-T...

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    Nov. 1, 2016-- Bellicum Pharmaceuticals, Inc. (Nasdaq:BLCM) and Ospedale Pediatrico Bambino Gesù (OPBG), a leading Euro...

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    BLCM doesn't seem to have it's own cd19 trials. However, in 2016 it announced expanded collaboration with Ospedale Pedi...

  • DrKSSMDPhD

    Aileron is IPO'ing too and is an even hotter company in my estimation. It's a Cambridge, MA, company using "stapled pept...

  • DrKSSMDPhD

    I agree with Travis's excellent synopsis of this situation and this company. I was formerly long $BLCM, but this one has...

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    Could BMCA be the new target for CAR-T ? https://endpts.com/nanjing-legend-wows-asco-researchers-with-early-data-on-a-b...

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    Nice CAR-T blog report. https://smithonstocks.com/key-investment-considerations-relating-to-much-anticipated-car-t-prod...

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    CAR-T and Novartis - This is an interesting article from Endpoints: https://endpts.com/novartis-isnt-messing-around-wit...

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    Nice post Roger. If I may add a little color to the CAR-T space in general: Dr. Tripathy of MD Anderson recently summ...

  • DrKSSMDPhD

    No, not naive at all. Abi has agent 196, which is a liposomal formulation of a proprietary glycolipid shown to turn on i...

  • SoGiAm

    Very interesting! --> CAR-carrying nanoparticles reprograms immune cells to fight cancer https://www.fredhutch.org/e...

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    $BLCM NP but interested BLCM Bellicum Pharma announces two presentations of preclinical results on its proprietary du...

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    13:29 $SRNE Long Sorrento Therapeutics announces results from Phase Ib single arm trial testing its anti-CEA CAR-T in...

  • DrKSSMDPhD

    Geoff: I think maybe a better way to put it is that antibodies against these MHC peptides combos aren't so hard to raise...

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    KITE - np Kite scores a landmark win with promising 6-month lymphoma data for lead CAR-T http://tinyurl.com/gq9vww5...

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    CAR-T research - This is an article in Science Daily on February 14th concerning a research break through at Mayo Clinic...

  • DrKSSMDPhD

    Trade notification: $KITE full position liquidated this am Reasons: (1) to take profit (2) misgivings...

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    CLLS prepares with off shelf with CAR-T therapy. https://endpts.com/cellectis-preps-for-groundbreaking-us-trials-for-an...

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    $KITE, $BLCM, $JUNO, $NVS, $BLUE - CAR-T: And further to Dr. KSS' pending insight I share an article to wet our interes...

  • DrKSSMDPhD

    Alley: some weeks back you posted a question in the threads that was, in essence, "Whither CAR-T?" I didn't purposively ...

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    $STML: Excerpts of a Ladenburg report issued yesterday after the AF "hit" piece. HIGHLIGHTS: --Stemline reports one ...

  • DrKSSMDPhD

    Hi geoff: Caruso and I re-conversed at the end of his talk specifically about (1). I am expecting slightly less efficacy...

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    $CLRB (no position) I listened to the videotaped session. Impressive! I liked one quote: "An ATM of intellectual pr...

  • SoGiAm

    $CLLS long - ICYMI: Investigators detail some of the hopes – and fears – behind Cellectis’ off-the-shelf CAR-T $C...

  • SoGiAm

    Investigators detail some of the hopes – and fears – behind Cellectis’ off-the-shelf CAR-T $CLLS $KITE $JUNO $NVS...

  • DrKSSMDPhD

    $KITE will be first to FDA with BLA filing for CAR-T indication, but surprisingly Novartis is right on their heels: htt...

  • SoGiAm

    $CLLS long - PRESS RELEASE http://www.cellectis.com/en/content/four-prominent-physicians-join-cellectis-clinical-advi...

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    Hi Frenchy, sorry I don't have links on hand to offer you. My distinct impression is that $ZIOP is among the weakest of ...

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    Looks like FBIO has 4 Bio companies it owns with one being MustangBio. that had good results with its brain cancer drug ...

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    Mosley: $TGTX's core technologies have nothing to do with CAR-T cell therapy, although its main assets may be in combo s...

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    To All, Someone posted yesterday that Fortress Bio, symbol FBIO, had success with CAR T cell immunotherapy, is that si...

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    Anecdotal evidence m of FBIO (fortress bio) treatment using genetically modified Car-T immunotherapy (stock up pre-marke...

  • SoGiAm

    $KPTI np - CC STOMP Selinexor = KPT-330 focus was on #MM but broad application as XPL1 expressed in many cancers XPL1 ...

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    Novartis (NVS) in the hunt along with KITE for the first established CAR-T treatment to come to the market.It should be...

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    $KITE Kite Pharma Initiates Rolling Submission of U.S. Biologics License Application (BLA) for KTE-C19, its Investiga...

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    Yes will post as data becomes available.. I like the switch...This pioneering technology is triggered by rimiducid, a sm...

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    A highly informative analysis of BLUE's interim results from anti-BCMA study released today, with critical comments on t...

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    $KITE's CAR-T anti-CD19 therapy also employs fludarabine + cyclophosphamide, but only in small amounts. So far no casual...

  • SoGiAm

    $CLLS - Cellectis Announces Two Oral Presentations and One Poster at the 2016 ASH Annual Meeting November 7, 2016 –...

  • SoGiAm

    $CLLS long - Cellectis Announces Two Oral Presentations and One Poster at the 2016 ASH Annual Meeting November 7, ...

  • DrKSSMDPhD

    Hi: I feel there's a place for such a drug. Recall that Durham's Chimerix was trialling brincidofovir for CMV and ran in...

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