Gene Therapy 2 for Oncology is a gene-modified cell therapy commercialized by Alaunos Therapeutics, with a leading Phase I program in Lymphoma. According to Globaldata, it is involved in 2 clinical trials, of which 1 is ongoing, and 1 was terminated. GlobalData uses proprietary data and analytics to provide a complete picture of Gene Therapy 2 for Oncology’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.

The revenue for Gene Therapy 2 for Oncology is expected to reach an annual total of $191 mn by 2036 globally based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.

Gene Therapy 2 for Oncology Overview

Gene therapy is under development for the treatment of lymphoma, leukemia. The drug candidate is composed of T cells expressing CD19-specific chimeric antigen receptors (CAR) and a  membrane-bound interleukin (IL)-15. The development of the drug candidate is based on RheoSwitch technology.

It was also under development for the treatment relapsed or refractory acute lymphoblastic leukemia, follicular lymphoma, mantle cell lymphoma relapsed lymphoblastic leukemia and diffuse large B-cell lymphoma.

Alaunos Therapeutics Overview

Alaunos Therapeutics formerly ZIOPHARM Oncology, is a provider of next-generation immune therapies. The company offers Controlled IL-12 and t-cell therapy to fight blood cancers and solid tumors. Its Controlled IL-12 platform provides therapy for cold tumors by turning them hot by activating an immune response. The company also provides Sleeping Beauty, a clinically-advanced non-viral cell therapy technology which helps in the manufacturing of genetically modified chimeric antigen receptors (CARs) and T-cell receptors (TCRs) targeting specific tumor-derived antigens. Its products and technologies are used in the treatment of hematologic malignancies, solid tumors and graft-versus-host-disease. The company is headquartered in Boston, Massachusetts, the US.

The company reported revenues of (US Dollars) US$0.4 million for the fiscal year ended December 2021 (FY2021). The operating loss of the company was US$77.6 million in FY2021, compared to an operating loss of US$80.4 million in FY2020. The net loss of the company was US$78.8 million in FY2021, compared to a net loss of US$80 million in FY2020.

For a complete picture of Gene Therapy 2 for Oncology’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.

GlobalData

GlobalData, the leading provider of industry intelligence, provided the underlying data, research, and analysis used to produce this article.

To create this model, GlobalData takes into account factors including patent law, known and projected regulatory approval processes, cash flows, drug margins and company expenses. Combining these data points with GlobalData’s world class analysis creates high value models that companies can use to help in evaluation processes for each drug or company.

The rNPV method integrates the probability of a drug reaching a clinical stage into the cash flow at that time, which provides a more accurate valuation, as it considers the probability that the drug never makes it through the clinical pathway to commercialization. GlobalData’s rNPV model uses proprietary likelihood of approval (LoA) and phase transition success rate (PTSR) data for the indication in the highest development stage, which can be found on GlobalData’s Pharmaceutical Intelligence Center.