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Lyell Immunitarma对最近的ASH数据和免疫疗法扩展发表看法

2025-12-23 03:56

  • Lyell Immunopharma (LYEL) is up ~17% on Monday as investors appear to digest positive data from one of its CAR-T blood cancer therapies presented earlier in December at the American Society of Hematology Annual Meeting. 
  • In addition, the company is seen as potentially benefitting from the label expansion in November of AbbVie (ABBV) and Genmab's (GMAB) bi-specific antibody Epkinly (epcoritamab) as a second-line follicular lymphoma treatment. 
  • New data on CAR-T therapy rondecabtagene autoleucel (ronde-cel) in patients with large B-cell lymphoma presented at ASH found an 83% overall response and 61% complete response rates in a second-line setting. Also,  70% of patients with a complete response maintained it for six months or longer.
  • In November, Lyell acquired the rights to another CAR-T treatment, LYL273, for metastatic colorectal cancer, from Innovative Cellular Therapeutics.
  • ResearchAndMarkets.com also recently projected the market for CAR-T therapies will grow to $13.25B by 2030 from $3.87B. in 2024.  

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