These Developmental Cancer Treatments Could Be Major Breakthroughs Print E-mail
By Scott Matusow   
Thursday, 10 October 2013 10:13

Halozyme (HALO) has a potential breakthrough in new therapeutic combination represents how pancreatic cancer has evaded standard treatments for patients. On September 30th, the company announced mature patient progression free survival (PFS) and ongoing overall survival (OS) data from its Phase 1b trial of PEGPH20 (PEGylated Recombinant Human Hyaluronidase) in combination with gemcitabine for the treatment of patients with stage IV metastatic pancreatic cancer. The data from both PFS and OS indicates a potential clinical benefit of using PEGPH20 with gemcitabine in patients with high levels of tumor associated hyaluronan (HA).

PEGPH20, a new molecular entity that is in Phase II clinical trial for the treatment of solid tumors, and has shown promising data recently. Additionally, company director Kathryn E. Falberg bought $681.6K of the company's stock, at an average cost of $6.82 a share. This "buy" was not an option grant, but an actual open market buy, where she is actually risking her own money. Falberg has had major success before investing in a company where she was a sitting board member. On 08/31/2010 Falberg bought 50,000 shares of Jazz Pharma (NASDAQ: JAZZ) at an average price of $8.72 a share.

Jazz has three major drugs on the market - Xyrem for the treatment of cataplexy and excessive daytime sleepiness in patients with narcolepsy, Erwinaze to treat acute lymphoblastic leukemia, and Prialt for the management of severe chronic pain. All of these have proven to be successful for the company. Lately, the buzz surrounding Jazz has been its rumored acquisition interest, causing a further rally in the stock to over $88 a share. The following video below explains Halozyme's platform for treating Pancreatic Cancer. At StockMatusow, we believe Halo's stock has the potential to increase in value 5 fold, over the next 3 years. Lately, the call activity has been very bullish for the stock.

Celldex Therapeutics (CLDX), has been on a tear in 2013 as investors have been speculating just how successful the company could become if data remains positive, resulting in eventual FDA approval. Celldex is using antibodies and immunodulators to develop treatments for several unmet oncological needs. Its leading product candidates are rindopepimut, an immunotherapy that targets the tumor specific oncogene called EGFRvIII, and CDX-011, a fully-human monoclonal antibody-drug conjugate (ADC) that targets glycoprotein NMB (GPNMB).

The company's most promising drug, rindopepimut (CDX-110), is a targeted immunotherapeutic in a pivotal Phase III study for the treatment of front-line glioblastoma. Glioblastoma is the most common and most aggressive malignant primary brain tumor in humans, involving glial cells and accounting for 52% of all functional tissue brain tumor cases and 20% of all intracranial tumors.

CDX-011 is a monoclonal antibody drug conjugate. The antibody portion targets cancer cells that express the GPNMB protein, which has been shown to correlate with poorer outcomes in breast cancer patients. When the CDX-011 antibody attaches to GPNMB-expressing tumor cells, it releases a toxic chemotherapy This is similar to what was licensed from Seattle Genetics (SGEN), and is the same one used in the newly approved lymphoma drug Adcetris.

The Celldex stock price has also been on a tear over the last year since we first covered it. At that time, the stock was selling for around $5 a share. The stock currently trades for over $27.90 a share. We feel if rindopepimut is ultimately approved by the FDA, the stock could easily double from its current price. The reason being that glioblastoma is an unmet need treatment area.

Disclosure: I am long HALO.


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