As I have mentioned previously, the closest analogue to CDH17 CART is CarsGen claudin 18.2 Satri-cel CART therapy which is also in clinical trials in China and the US.
Importantly:
a) CDH17 targets a different antigen to Satri-cel, so they are not direct competitors;
b) Satri-cel is a second generation CART, whereas CDH17 is a third generation CART;
c) CDH17 is overexpressed more in GI cancers than claudin 18.2 (which means the addressable market for CDH17 is much larger);
d) Satri-cel is showing strong efficacy data (especially for a CART in solid tumours), which highlights that CART can be effective in solid tumours;
e) Satri-cel has already been awarded RMAT designation from the FDA which is their highest designation! Better than Orphan Drug and Breakthrough Therapy.....
Now have a look at this detailed article on Claudin18.2-specific CAR T cells in gastrointestinal cancers: phase 1 trial interim results:
https://pmc.ncbi.nlm.nih.gov/articles/PMC9205778/
Some super interesting Phase 1 results for Satri-Cel.....which are very relevant to CHM's trial.....
When you compare this data with the preliminary information for CHM CDH17, CHM's data looks quite positive.
Assumptions:
a) Patient 1 who was lost to the CDH17 trial is not evaluable;
b) CHM data is not mature enough to calculate ORR and mPFS;
Recognise there is only a very small patient sample for CDH17, but.......
In addition, when you look at the all important persistence of the CARTs for Satri Cel versus CHM CDH17 CART, things also look promising....
CHM CDH17 is showing much better persistence than Satri-Cel. Now this is in line with expectations given CDH17 is a 3rd gen cart which has specific design innovations aimed at extending persistence. This has obvious positive implications for progression free survival and may also result in some of the stable disease patients turning into partial responses or with a bit of luck complete responses!! This is despite the fact that Satri-Cel trial design had multiple infusions.......
Conclusion: Data so far for CDH17 is looking really good and the stock has been significantly de-risked from a clinical trial perspective. In fact, I will go so far as to say that is line for an RMAT designation from the FDA!
Satri Cel
CHM CDH17 CART
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