Galapagos’ new CAR-T data: fast, deep responses in tough blood cancer

Galapagos ($GLPG) has released new ATALANTA-1 CAR-T data in mantle cell lymphoma showing very high response rates, durable remissions and a rapid 7-day vein-to-vein manufacturing time. That kind of efficacy and speed in a tough blood cancer can ripple across CAR-T names, big pharma oncology and existing MCL drug franchises.

WINNERS -

Winner Category 1 – CAR-T and blood-cancer leaders

Names: $GLPG, $BMY

Reason: Strong GLPG5101 data in relapsed/refractory mantle cell lymphoma underline how powerful CD19 CAR-T can be when responses are deep and manufacturing is fast. That’s a direct sentiment boost for Galapagos ($GLPG) and supports the investment case for Bristol Myers Squibb ($BMY), which already sells CAR-T Breyanzi in B-cell  ...