Yescarta One Of Few Gilead Bright Spots, And Now It Has A Competing CAR-T
Yescarta is off to a strong launch, but with US FDA approval of Novartis' Kymriah in a similar indication it now it has a competing CAR-T product with a similar label. Gilead's HCV business declined as expected, but the HIV franchise had a worse Q1 than anticipated.
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Breyanzi’s list price is $410,300. The CD19-targeting CAR-T therapy previously known as liso-cel has a lot of ground to make up following competitors Yescarta and Kymriah.
Bristol Myers Squibb confirmed that approval for lisocabtagene maraleucel (liso-cel) will be delayed by the US FDA’s COVID-19-related restrictions on travel for manufacturing facility inspectors.
Yescarta brought in $75m in the third quarter, up 10% sequentially, and well above the $20m tallied by competitor Kymriah. Gilead also saw continued HIV sales growth, with HCV sales in line with expectations.