Depth Or Breadth? Opportunities For Unlocking Future Growth With Cell Therapies

By Curt Kugel, Sankalp Sethi, Pedro Ornelas and Emily Cheng

Traditional commercialization concerns for CAR-T focuses on its complex delivery, COE-based network model and financial obstacles. However, with roughly 5 to 10 new CAR-T assets expected to launch by 2023, along with expansion of existing CAR-T assets to new indications and earlier lines of therapy, it is valuable to reflect if such commercialization bottlenecks are evolving. The strategy of ‘growth through expansion’ that many early CAR-T players followed has stagnated in the last year, from approximately 20% growth in the number of certified CAR-T sites in 2020 to 13% in 2021 and now only 5% growth in 2022. As the market matures, we expect that the most impactful way to drive volume will not be through breadth alone, it also requires depth in optimizing site potential.

In this article we identify key areas that will be critical for activating future growth of CAR-Ts.