Also, outside MM Dara is still doing really well, amyloidosis very good data, deep response, good safety profile. Believes there is a market outside MM.
Perspective on CAR-T ; data from bluebird was really good, but also encouriging from our perspective because it is clearly not a cure; other drugs are still needed. Tumour can not be kept under control for longer then 1 year. Also sceptical about the patient population; different from what we see in our trials; much younger, much fitter; selected to endure this very agressive type of therapy.
Probably for 3dr, 4th line setting, but IF they can get earlier lines, it will compete with stem cell transplantation, and need fit patients which tend to be 10% of the market (Dara patients often 60+/70+)
CART has serious toxicity, patients spending 10 days or more in intensive care for very high prices, for relatively short lived control of the disease. “good luck with that” (lol)
Also that SC seems to show better effect as IV so far and much better tolerated. Filing 2019. Janssen wants to file together to get a broad label approval for SC.
Hi EI - regarding "- Admits Glaxo has very good BCMA drug, SC Dara very close. Glaxo eye toxicity problems. Potential for Dara Glaxo combi" i remember it as the GSk patients have been through more lines of therapi (more sick)
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