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Biotech / Medical : Juno Therapeutics Inc. (JUNO)

JUNO 86.96

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Mar 6 4:00 PM EST

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From: tuck	3/8/2017 11:56:50 PM
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Leucid Bio Ltd. is an early stage competitor going after solid tumors with CAR-T. It's a spinout from King's College in London. They have a P1 recruiting in Head and Neck cancer: Leu-001 in H&N Cancer According to the following EpVantage interview, they are using a "second generation" CAR T construct - which happens to be the same one as JCAR-015. But . . . The antigens - plural - they are targeting are heterodimers of ErbB. To deal with the well known safety issues of this target, they are doing intratumoral delivery with no preconditioning. Their lead investigator is bearish on TCRs for solid tumors. I have no idea if Kite and Adaptimmune have addressed his concern with them. The interview with him, though apparently over a year old, is worth a read. Interview – Leucid Bio swings for the fences in CAR-T Another competitor I was unaware of is mentioned: Autolus, which, unlike Leucid, has gotten a couple of rounds of venture funding, but is also not in the clinic yet. Nor are they targeting solid tumors, as far as I can tell. They have their own "on/off" switch. Cheers, Tuck

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