Spectrum Pharmaceutecals Inc (SPPI)

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Take on 2018 RBC Global Healthcare Conference-Pozi (Part 1)

Don’t have time to post on the whole CC so here’s part 1 on pozi.

The biggie (very big) for me is that MD Anderson will present pozi data at 2018 AACR on April 17th. JT didn’t make it sound like a biggie, saying I don’t know if it’s going to be a poster or an oral presentation, and saying it’s probably pre-clinical stuff yada, yada but I get the impression it’s a much bigger deal than that. If you go to the AACR site they have a placeholder with Title and authors of the abstract.

Poziotinib overcomes de novo resistance of HER2 exon 20 mutations in NSCLC and other cancers: Preclinical studies and initial clinical testing

Think about the title for a second. Remember, what happened to Spectrum’s stock price when MD Anderson presented at the World Conf on Lung Cancer last September. Here’s the title of that abstract

The Preclinical and Clinical Activity of Poziotinib, a Potent, Selective Inhibitor of EGFR Exon 20 Mutant NSCLC

Back in September they presented pre-clinical and clinical data on the EGFR mutation. The AACR abstract seems to be a mirror image of the September WCLC abstract but in this case it’s for the HER2 mutation. The other interesting piece of info one gets from the title is that’ll be looking at other cancers too.

Not only do I see them presenting at AACR in April but I can see them presenting interim data at ASCO in June for both the EGFR and HER2 mutations and more mature interim data at WCLC in September. Sweet!