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- 约7.22千字
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- 2025-06-15 发布于北京
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Background:
Immunotherapyisahighlypromisingapproachtodiseasetreatmentthatdoesawaywith
theapproachofdestroyingbothdiseaseandhealthycells.Instead,immunotherapy
battlesbyadjustingthebodysownimmunesystem.Immunotherapyisabouthelping
theimmunesystembattleadiseaseinsteadoftryingtoinsertdrugsintothebodywith
theintenttotargetspecificdisease-relatedpathways.
ImmunotherapyhasbecomethemostlucrativebiotechsegmentonWallStreetinthelastyear,withseveralcompaniesatvery
earlyclinicalstageshavinggonethroughextremelysuccessfulIPOs.
NameIPOPriceIPOCurrentCurrentTherapeuticClinical
AmountPriceMarketFocusStage
RaisedValue
KITE$17$127mm$81$3.1bnCancerPhaseIIa
Bellicum$19$160mm$31$810mmCancerPreclinical
Juno$24$265mm$61$4.8bnCancerPhaseIIa
Immune$12$60mm$32$536mmCancerPhaseI
Design
Thecancerimmunotherapysegmentisbecomingverycrowdedandcompetitive.
Opportunity:
Enlivexisaprivateimmunotherapycompany,focusingontransplantationsandautoimmunediseases,formultiplemulti-billion
marketsegments,includingbone-marrowandsolidorgantransplantations,UlcerativeColitis,CrohnDisease,Rheumatoid
Arthritis,andothers.Thecompanyisvery“similar”toKITEPharma,althoughthetworespectivecompaniesuseslightly
differenttechnologiesandtargetdifferentmarketsegments.Seelastpageforthesimilarities.
ThecompanyisplanningonfilinganinvestigationalnewdrugapplicationforaPhase3foritsfirstclinicalindication(GvHD–
graftvshostdiseasein
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