OCC 2.56% 40.0¢ orthocell limited

Ann: OrthoATI Tendon Clinical Study Success, page-241

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    Suppose technically this should fall under this thread.

    JNJ has been hammering on about its success of its autologous (CAR T-Cell) cellular therapy in last nights earnings:

    "This includes the launches of CARVYKTI, our first cell therapy....[in] MedTech, we generated above 6% full year operational growth, anticipating our second consecutive year outperforming our competitive composite."

    Cellular therapies are a focused growth area for JNJ. Margins in the sector rose from 18% to 25% on strong demand in areas that have unmet needs:

    "As far as the demand for CARVYKTI, we see very strong demand for CARVYKTI....There’s a significant need for new therapies in this relapsed/refractory patient population....the demand....really encouraging and pertains the unmet medical need for these types of patients."

    I would be first to admit that no way a partnership with JNJ in OrthoATI is assured for OCC, but given the success of JNJ/OCC (above) in their OrthoATI phase II trial and now the strong demand, growth and margins JNJ is anticipating for Carvykti (a cellular therapy that holds many analogies with OrthoATI), I would be really surprised if something does not eventuate.



 
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