Figuring out the top catalyst for SPPI this year is an easy one and that is the poziotinib abstract with live presentation that will (should) be presented by MD Anderson’s Dr. Heymach at the World Conference on Lung Cancer, Sept 23 - 26 in Toronto. Last year when preliminary data was presented on the 1st 11 patients with the EGFR exon 20 insertion mutation, with only 2 pts having the 8 week scan, SPPIs SP rose ~40% that day. This year there should be data on all 50 EGFR pts (last EGFR pt recruited in mid-April) and a considerable # from the HER2 cohort. Also need to be aware that several versions of the abstract came out. Last year the conference abstract came out on ~ Sept 27th which only discussed 8 of the 11 pts that were discussed during the conference presentation. However, there was a very very preliminary abstract that came out electronically in June in the Journal of Thoracic Oncology (belated thanks kyelion). Last year this very very preliminary abstract gave an inkling of what was to come since the trial only started on St Patty’s Day (March 17th) but if history repeats itself this year and an abstract is released electronically in JTO there should be a lot more detail. Heck, WCLC starts 3 weeks earlier this year so if everything is repeated this year as it was last year, this very very preliminary abstract, if it came out 3 weeks earlier would come out at the end of May to the beginning of June! (note – this very very preliminary abstract coming out is all speculation on my part; I’m not privy to JTO I’m just observing what happened last year)
Another possible driver of SP includes BTD sometime in the 2nd half. If this occurs before WCLC, it should have a notable effect on share price since this will be the confirmation that poziotinib is the real deal. If it happens after WCLC, it should still be exciting for the stock (momentum driver?) but will be somewhat of a formality since the cat will be out of the bag at WCLC.
Rolontis BLA submittal in the 4th Q would be another driver and as would any new info we get on Rolontis such as might be the case w the oral presentation at MASCC (but not really expecting it then but you never know)
An unknown but biggie is if we get into any licensing agreements to sell pozi (in the EU/Japan/co-selling in the US) or Rolontis but I am not expecting anything this year but would be a huge surprise if it did.
Lastly, a smaller pick me up would be co-sponsored combo trials for pozi.
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