Let’s Talk Future™ - An Oppenheimer Podcast
Aug 20, 2024 · 20 min · 9 segments
In this episode of Let’s Talk Future, Joel Sendek and Matt Biegler discuss the use of CAR T-cell therapy in autoimmune indications. They explain that CAR T-cell therapy involves modifying a patient's…
And what are some examples of some of the drugs that are out there that employ this technology? And what kind of total market do they serve dollar-wise? And what's the growth just in the cancer before we even talk about the autoimmune indications that you talk about in your report?
Yeah, so the first, I want to say there's five CAR Ts approved now and commercialized either all by the big players that are out there.
The approved CAR Ts, they are in three different forms of leukemia and lymphoma.
So either non Hodgkin's lymphoma, Multiple myeloma, chronic lymphocytic leukemia are the three most common.
Combined gross sales of CAR T will surpass the billion dollar mark, making them now a blockbuster treatment.
Now your next question is probably going to be, okay, where does CAR T go from here? Obviously, the purpose of our report was in autoimmunity, but before we get there, just within cancer, You know, there are reasons why the first batch of CAR Ts started out in B-cell malignancies, B-cell during malignancies.
We're not at the point where we're really getting the kind of efficacy that we need to see in solid tumors.
So if you think of your traditional lung cancer, pancreatic cancer, colon cancer, et cetera.
The tumor microenvironment of solid tumors tends to be very dense and kind of tough to navigate and throws around a lot of loopholes for the cancer to fight against.
So i am confident that in maybe not in our lifetimes but at least in our kids lifetimes we will cure all forms of cancer with car t therapy it's going to be driven by advances in ai if you think about ai and the advances that they're making on robotics you can also think of ai making advances in cellular therapy cells have dna's dna is basically a brain of its own.
So you can think of these little cells as operating as intelligent little creatures that are going out into cancer, seeking it and then fighting it in an ultimate death match that I do think that Cartes, you know, in the end will be able to overcome.
And so we really could you know, maybe not in our lifetime, but in our kids' lifetimes, we really could start to think about cures for all types of cancer.
And what are some examples of some of the drugs that are out there that employ this technology? And what kind of total market do they serve dollar-wise? And what's the growth just in the cancer before we even talk about the autoimmune indications that you talk about in your report?
Yeah, so the first, I want to say there's five CAR Ts approved now and commercialized either all by the big players that are out there.
The approved CAR Ts, they are in three different forms of leukemia and lymphoma.
So either non Hodgkin's lymphoma, Multiple myeloma, chronic lymphocytic leukemia are the three most common.
Combined gross sales of CAR T will surpass the billion dollar mark, making them now a blockbuster treatment.
Now your next question is probably going to be, okay, where does CAR T go from here? Obviously, the purpose of our report was in autoimmunity, but before we get there, just within cancer, You know, there are reasons why the first batch of CAR Ts started out in B-cell malignancies, B-cell during malignancies.
We're not at the point where we're really getting the kind of efficacy that we need to see in solid tumors.
So if you think of your traditional lung cancer, pancreatic cancer, colon cancer, et cetera.
The tumor microenvironment of solid tumors tends to be very dense and kind of tough to navigate and throws around a lot of loopholes for the cancer to fight against.
So i am confident that in maybe not in our lifetimes but at least in our kids lifetimes we will cure all forms of cancer with car t therapy it's going to be driven by advances in ai if you think about ai and the advances that they're making on robotics you can also think of ai making advances in cellular therapy cells have dna's dna is basically a brain of its own.
So you can think of these little cells as operating as intelligent little creatures that are going out into cancer, seeking it and then fighting it in an ultimate death match that I do think that Cartes, you know, in the end will be able to overcome.
And so we really could you know, maybe not in our lifetime, but in our kids' lifetimes, we really could start to think about cures for all types of cancer.
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