TSVT - Arcellx's Lead Asset Can Potentially Outperform Bristol-Myers Squibb Johnson & Johnson's Multiple Myeloma Cell Therapies: Morgan Stanley | Benzinga
Morgan Stanley initiates Arcellx Inc (NASDAQ:ACLX), noting a differentiated CAR-T platform for blood cancer backed by an established CAR-T partner.
ddBCMA (aka anito-cel) is Arcellx’s lead asset, incorporating its patent-protected D-domain as the extracellular binding domain.
Also Read: Blood Cancer Player Arcellx Finds Place On Analyst Conviction List – Potential Room For Growth In 2024.
The domain’s differentiated design confers several advantages, including high transduction efficiency and stability, which drives a potential best-in-class profile and scalable manufacturability.
Morgan Stanley analysts model around $5 billion in unadjusted global peak ddBCMA sales across multiple treatment lines (vs. unadjusted global peak sales of around $8 billion for Carvykti per VA consensus) with a program blended ...