CAR-T is having a moment. Novartis (NVS) won the first Food and Drug Administration approval in August for this class of personalized cancer treatments, beating rivals in the race to sell a therapy that is custom-made with individual patients’ cells.
Manufacturing such treatments presents a challenge radically different from what most biopharma companies face in making standard drugs. Treating one patient with CAR-T — sometimes called a “living drug” — requires cells to be extracted, purified, modified to become cancer killers, and then returned to that patient.
What are your thoughts on BLFS, seems like they have made the biggest gains for servicing the space over the last year.
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