ASCO 2020 Guide

As we move from spring to summer, we enter the season of several prominent medical conferences, the first of which will be the annual American Society of Clinical Oncology (ASCO) conference. With the SARC-CoV2 pandemic, this conference will now be hosted virtually. While the venue has changed, the medical and financial implications of the conference has not. Here at MS Money Moves, we seek to help keep our subscribers in the know, reducing the time needed to conduct research. As such, here is what you need to know about ASCO 2020 Virtual Scientific Conference. Abstract titles have already been released to the ASCO program and can be found here. Full abstracts will be released on May 13th at 5 PM EST, which will also be available in the program. However, late breaking abstracts will not be released till May 28th. Now when the abstracts are released, they are unlikely to include all the relevant data, which will be part of the full presentations on May 29-31, but the possibility of data cannot be ruled out. We have reviewed the program for abstracts that are from interesting biotechnology companies in a wide variety of size and market cap. We have include the abstracts found (or companies not presenting at ASCO) for 16 companies below. Please note some of the information here. Abstracts that have the comment “oral” after denote oral presentations, which typically have larger implications and receive more eyes. Second, abstracts with the comment “TPS” after denotes a Trial in Progress abstract. These abstracts outline the design of a trial and may include old data, but will not include new data. As such, TPS abstracts are highly unlikely to have any stock price implication. Finally, a select few abstracts have been bolded, these select abstracts are ones in which I believe have the opportunity to provide either a significant increase or decrease in the company share price on the basis of positive or negative data.

1. AGIO
   1. Phase Ib/II study of the IDH1-mutant inhibitor ivosidenib with the BCL2 inhibitor venetoclax +/- azacitidine in IDH1-mutated hematologic malignancies. (oral)
   2. Effect of enasidenib (ENA) plus azacitidine (AZA) on complete remission and overall response versus AZA monotherapy in mutant-IDH2 (mIDH2) newly diagnosed acute myeloid leukemia (ND-AML). (oral)
   3. Ivosidenib (IVO) prior to hematopoietic cell transplant for patients with IDH1-mutant relapsed or refractory acute myeloid leukemia (R/R AML).
   4. Vorasidenib (VOR; AG-881), an inhibitor of mutant IDH1 and IDH2, in patients (pts) with recurrent/progressive glioma: Updated results from the phase I non-enhancing glioma population. (oral)
   5. INDIGO: A global, randomized, double-blind, phase III study of vorasidenib (VOR; AG-881) vs placebo in patients (pts) with residual or recurrent grade II glioma with an isocitrate dehydrogenase 1/2 (IDH1/2) mutation. (TPS)
2. AVEO
   1. TIVO-3: Final OS analysis of a phase III, randomized, controlled, multicenter, open-label study to compare tivozanib to sorafenib in subjects with metastatic renal cell carcinoma (RCC).
   2. Randomized, phase II study of ficlatuzumab with or without cetuximab in patients with pan-refractory, recurrent/metastatic (R/M) head and neck squamous cell carcinoma (HNSCC). (TPS)
3. BPMC
   1. Clinical activity of the RET inhibitor pralsetinib (BLU-667) in patients with RET fusion+ solid tumors. (special session)
   2. Registrational dataset from the phase I/II ARROW trial of pralsetinib (BLU-667) in patients (pts) with advanced RET fusion+ non-small cell lung cancer (NSCLC).
   3. AcceleRET Lung: A phase III study of first-line pralsetinib in patients (pts) with RET-fusion+ advanced/metastatic non-small cell lung cancer (NSCLC). (TPS)
4. DCPH
   1. Quality of life (QoL) and self-reported function with ripretinib in ≥4th-line therapy for patients with gastrointestinal stromal tumors (GIST): Analyses from INVICTUS.
   2. An open-label, multicenter, phase Ib/II study of rebastinib in combination with paclitaxel in a dose-expansion cohort to assess safety and preliminary efficacy in patients with advanced or metastatic endometrial cancer.
5. DMPI
   1. None
6. EPZM
   1. Phase I study of tazemetostat, an enhancer of zeste homolog-2 inhibitor, in pediatric pts with relapsed/refractory integrase interactor 1-negative tumors.
   2. Safety and efficacy of tazemetostat, an enhancer of zeste-homolog 2 inhibitor, in patients with relapsed or refractory malignant mesothelioma.
   3. Efficacy, safety, and immune priming effect of tazemetostat in patients with epithelioid sarcoma.
7. FPRX
   1. None
8. IDYA
   1. None
9. IMGN
   1. Mirvetuximab soravtansine, a folate receptor alpha (FRα)-targeting antibody-drug conjugate (ADC), in combination with bevacizumab in patients (pts) with platinum-agnostic ovarian cancer. (oral)
   2. MIRASOL (GOG 3045/ENGOT OV-55): A randomized, open-label, phase III study of mirvetuximab soravtansine versus investigator’s choice of chemotherapy in advanced high-grade epithelial ovarian, primary peritoneal, or fallopian tube cancers with high folate-alpha (FRα) expression. (TPS)
   3. A phase I/II study of IMGN632, a novel CD123-targeting antibody-drug conjugate, in patients with relapsed/refractory acute myeloid leukemia, blastic plasmacytoid dendritic cell neoplasm, and other CD123-positive hematologic malignancies. (TPS)
   4. A phase Ib/II study of the CD123-targeting antibody-drug conjugate IMGN632 as monotherapy or in combination with venetoclax and/or azacitidine for patients with CD123-positive acute myeloid leukemia. (TPS)
10. IMMU
    1. TROPiCS–03: A phase II open-label study of sacituzumab govitecan (SG) in patients with metastatic solid tumors. (TPS)
    2. Early results of TROPHY-U-01 Cohort 2: Sacituzumab govitecan (SG) in platinum-ineligible patients (pts) with metastatic urothelial cancer (mUC) who progressed after prior checkpoint inhibitor (CPI) therapy.
    3. Sacituzumab govitecan (SG) in patients (pts) with previously treated metastatic endometrial cancer (mEC): results from a phase I/II study.
11. MGNX
    1. SOPHIA analysis by chemotherapy (Ctx) choice: A phase III (P3) study of margetuximab (M) + Ctx versus trastuzumab (T) + Ctx in patients (pts) with pretreated HER2+ metastatic (met) breast cancer (MBC).
    2. A phase I, first-in-human, open-label, dose-escalation study of MGD013, a bispecific DART molecule binding PD-1 and LAG-3, in patients with unresectable or metastatic neoplasms. (oral)
    3. Preliminary dose escalation results from a phase I/II, first-in-human study of MGC018 (anti-B7-H3 antibody-drug conjugate) in patients with advanced solid tumors
12. TCON
    1. Base excision repair (BER) inhibitor TRC 102 (Methoxyamine) combined with pemetrexed (PEM)-based chemo-radiation (CRT) for locally advanced non-squamous non-small cell lung cancer (NS-NSCLC): Results of a phase I trial.
    2. Phase I study of TRC102 in combination with cisplatin and pemetrexed in patients with advanced solid tumors/Phase II study of TRC102 with pemetrexed in patients with mesothelioma refractory to pemetrexed and cisplatin or carboplatin.
13. TGTX
    1. Effect of adding ublituximab to ibrutinib on PFS, ORR, and MRD negativity in previously treated high-risk chronic lymphocytic leukemia: Final results of the GENUINE phase III study.
14. TRIL
    1. Ongoing, first-in-human, phase I dose escalation study of the investigational CD47-blocker TTI-622 in patients with advanced relapsed or refractory lymphoma.
15. TROV
    1. A phase Ib/II study of the polo-like kinase 1 (PLK1) inhibitor, onvansertib, in combination with FOLFIRI and bevacizumab for second-line treatment of patients with KRAS-mutated metastatic colorectal cancer (mCRC). (TPS)
16. VSTM
    1. None

Best of luck to all investors! I/we long AGIO, BPMC, EPMZ, IMGN, IMMU, TGTX