A Cannacord Genuity analyst pointed to BMS' large pipeline of BCMA-targeting therapies and advanced data, particularly for its CAR-T. However, GlaxoSmithKline has also asserted its anti-BCMA drug could be first past the FDA finish line. But does it matter?
It remains unclear how many patients will relapse without the BCMA antigen, which would complicate their ability to use many CAR-T cell therapies later on. However, an expert said the drug's safety could be a challenge.
When it comes to managing inbound phone calls, underperformance has devastating cost implications.
The data for AMG 420 are early, an Amgen executive said, but where to place the drug relative to CAR-Ts is a "million-dollar question."
Bispecific antibodies like Amgen's AMG 420 could present some competition to CAR-Ts. But could sequential use of the therapies - which target the same antigen - be possible?