Cancer vaccines are hot and finding the next dendreon can be a 100 bagger opportunity. It can also be a financial disaster. Here is a list of other cancer vaccine mid, small and microcap stock whose pipelines consist atleast 25% (and in cases 100%) cancer vaccine meds and adjuncts.
My own little bias, my favorites are biovest (bvti), accentia (abpi) and Newlink Genetics (nlnk) due to either having great data on completed phase 3 (bvti/abpi) or a phase 3 with SPA and great phase 2 data (nlnk).
I think this list (in alphabetical order) would make a great cancer vaccine ETF.
Let's call it the -
Gasmanchad Cancer Immunotherapy Index(tm):
BAVA.CO/BV3.FRA (Bavarian Nordis)
I used to have Miti on this list, but removed it since it was bought out. I think in 2012 we will see several other stocks on this list as takeover targets. In particular, I think BVTI will be a partner or buyout target for Roche since they want to get into the personalized vaccine business and they have Rituximab which has been shown to work safetly and synergistically with BiovaxID in treating NHL.
If you fear small cap stocks, but want big cap cancer vaccine exposure – I recommend Roche (rhhby) and Amgen (amgn). They each have a rich pipeline of monoclonal oncology antibodies and share revenue on the blockbuster drug Rituximab. The one fear I have if these stocks for 2012, is they are most likely going to be acquires in 2012 and therefore in the near term are more likely to see price declines than increases as normally occurs after acquisitions.
I would love if an ETF was based on this Index. Anyone have any to add? Which do you own or are you watching?
I wish I was longer in it too - but the best you can do is pick your favorites and spread out your bets. Personally I prefer those with completed phase II, phase III with SPAs, etc. The earlier candidates have too much potential dilution and upsets in their future.
59% of Americans favor HESC 20% are not sure and 21% are rabid bibble thumping opposition to the treatment. By the way patient #1 in the OPC1 trial is a pentecostal from Alabama and he has been changing the veiw of many.
Adult stem cells have issues that increase the cost of production and viability of cell longevity. HESC have an infinate poliferative aspect that leads to mass and scaleable production which adult stem cells do not. The 22% who are against HESC do not realize that Geron can produce an infinate amount of cells from what they have in their labs right now in their cell banks.
I would say the results for GRNVAC1 are mixed. The biggest issue I see is the lack of a control group and just comparing to historical norms and the sample size was only about 20 or so patients. They definitely proved safety but efficacy hard to be convinced without the control.
I actually am more interested in GRNVAC2 since it is an off the shelf treatment which has huge logistical and cost advantages. Problem is it uses embryonic stem cells and that is such a controversial field in the US. If they could reform late it using adult stem cells which has had a lot of advances recently in technology, then it would have a brighter future.
Would be interesting to see if a mid or small cap player buys or licenses the technology and conducts a phase 3 for GRNVAC1.
Gern has GRNVAC1 and GRNVAC2 but they are looking to sell or partner that part of the pipeline. GRNVAC1 is patient specific generation 1 and GRNVAC2 is an off the Shelf not patient specific multiple Cancer targeting Denrdridic cell Cancer vaccine. GRNVAC2 has phase 1 funding available in the UK from the DDO already approved. GERN has shifted focus to Imetelstat and GRN1005. Imetelstat is their propietary Telomerase inhibitor targeting Breast Cancer, Non Small cell lung Cancer, Essential Thrombocythemia and multiple Myoloma. GRN1005 transports paclitaxel accross the BBB to treat brain metastasis. It is in trials for patients with Breast and non small cell lung cancer.
I remember these vaccines but loss track of them in late 2010. Unique in that it is immunotherapy targeting telomerase as a treatment for various leukemias. owever, looking at the gerom product pipeline http://www.geron.com/R-and-D I cannot find the vaccines anymore. They do have ather telomerase inhibitory drug in phase 2, but it is not a immunotherapy but works via a metabolic pathway instead.
Were these vaccines shelved or sold? Anyone know? I'd be curious to learn of their fate.