Biotech General Discussion

We used our BPIQ platform to identify upcoming smid-cap biopharma stocks with big Ph2/3 or Ph3 readouts in September. We found 5 of them! See the table and text below for more details, which are likely to be the big or suspected stock movers, classified by implied volatility data.

SMMT

Ivonescimab / NSCLC / Ph3 ✔️

Ivonescimab is a bispecific antibody that binds PD-1 & VEGF. PD-1 & VEGF blockades have the potential to drive synergistic anti-tumor activity. The Ph3 HARMONi-2 trial in NSCLC demonstrates clinically meaningful PFS benefit and is the first drug to achieve benefit over Pembrolizumab monotherapy.

BCYC

- BT8009 (zelenectide pevedotin) / Metastatic bladder cancer / Ph2/3

- zelenectide pevedotin, First-in-class BTC® molecule, potential to treat Nectin-4 expressing tumors. Abstract with updated monotherapy data in mUC accepted for poster presentation at ESMO Congress 2024 being held on September 13-17,2024.

VRDN

- VRDN-001/ Active TED / Ph3 ✔️

- VRDN-001, is a monoclonal antibody that binds & blocks the IGF-1R signaling pathway with sub-nanomolar affinity. This mechanism of action is clinically validated for the treatment of TED.

ATHA

- Fosgonimeton /Alzheimer's / Ph2/3 ✔️

- Fosgonimeton /ATH-1017, is a small molecule specifically designed to enhance the activity of neurotrophic HGF system and its receptor, MET. Topline data from the completed Phase 2/3 LIFT-AD clinical trial as a potential treatment for mild-to-moderate Alzheimer’s disease targeted for September 2024 and to be presented in an oral presentation at CTAD in October 2024.

GRTS

- GRANITE /MSS-CRC / Ph2/3 ✔️

GRANITE is a personalized vaccine program that generates Neoantigen-Specific T Cells, kills tumor cells, and appeared to prolong OS. Preliminary results from the ongoing randomized Phase 2 study suggest meaningful clinical benefit in front-line metastatic microsatellite-stable colorectal cancer (MSS-CRC) and report mature progression-free survival (PFS) data in 3Q 2024.

Footnote: ✔️ Confirmed by implied volatility data.

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#SMMT #BCYC #VRDN #ATHA #GRTS

This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.

Article history:

First published 08/29/24 SK & EJV