Some Interesting information that I came across on oncology therapy that has approved by FDA.
T-cells are present in our blood and part of immune system - T-Cells have adaptive receptors - They can adapt according to the infection present in our body and help in destroying the infection. In case of cancer patients, the T-Cell is not able to adapt to the cancer cells.
The therapy changes the patients T-Cells "externally" according to the patients cancer cells.
Blood is drawn from a patient - T-Cells from his blood is separated and is enhanced with a receptor using external source - The external source is the receptor created by engineering a virus using patient's cancer cells. This enhanced T-Cells are injected back into the patient. The receptors in the enhanced T-cells attach themselves to cancer cells - The cancer cells are attacked by our immune system and the cells are destroyed.
1) This therapy requires engineering a virus with information about patients cancer cells.
Hence going to be unique for each patient and requires highly qualified minds to work on this.
2) This therapy requires the patients T-Cells - Again unique and cannot be pre-processed and made readily available. It must be done on demand.
3) Going to be very costly (Half a million $).
4) Very very difficult to achieve scale since it requires qualified minds to work on each case.
Hence the work Shilpa Medicare is doing is not impacted by this therapy - If Shilpa is successful, they will be able to market the drugs for masses and make money.
Kite Pharma thats working a similar therapy as mentioned above was acquired for 10B $. Speaks about the potential in this space.
Disclosure: Not from medical background - Own Shilpa (~1% PF)