|Post-IPO Strength Seen In Stemline Therapeutics|
|By Brian Wilson, Lead Contributor|
|Thursday, 02 May 2013 07:15|
Stemline Therapeutics’ anti-cancer programs offer a unique play on the cell therapy and oncology sector with proprietary technology that targets solid tumors, and cancer stem cells (CDCs). The CSCs are a particularly important for the next generation of cancer therapeutics due to their central role in tumor relapses.
SL-701 is a cancer vaccine that is being developed as a treatment of advanced pediatric and adult brain cancer (glioma), and is close to advancing into Phase IIb trial for both the pediatric and adult indications soon. This therapy is specifically designed to induce an immune system response against particular factors expressed by CSCs and the tumors found in glioma. Since treatment options are very limited for the more aggressive types of brain cancer, SL-701 could ultimately become a very successful product for a niche market.
SL-401 is a biologic that directly attacks cancer, and is directed towards a particular receptor known as IL-3R (interleukin-3 receptor) that is overexpressed on cancer stem cells as well as more matured cancer cells in certain types of hematologic (blood) cancers. Capitalizing on the SL-401’s affinity for particular blood cancers, Stemline is looking to pursue clinical development these indications (and possibly more): Blastic Plasmacytoid Dendritic Cell Neoplasm (BPDCN), Acute Myeloid Leukemia (AML), Myelodysplastic Syndrome (MDS), and Chronic Myeloid Leukemia (CML)
Of these indications, BPDCN could be of particularly interest in the next few years since this type of blood cancer only affects 2,000 patients each year and result in accelerated approval for SL-401.
Overall, STML looks like another interesting mid-stage play on cancer therapeutics. The company’s focus on cancer stem cell targeting with SL-701 and SL-401 makes sense in the context of cancer treatment as a whole. Safety and tolerability of the two therapeutics has also been generally established in early-stage trials, and each of the two therapies have established a niche indication that could significantly improve patient outcomes while generating significant revenue for Stemline shareholders.