5 Stocks Likely to Move Big on Cancer Readouts

We identified 5 stocks that are likely to move big on cancer readouts this Q1 2025. We classified these as either Big Mover or Suspected Big Mover catalysts depending on stock options volatility data. We highlight 5 of these catalysts in the graphics below. 👇

$ARVN

Vepdegestrant (ARV-471) / Metastatic Breast Cancer / Phase 3

» Phase 3 VERITAC-2 trial designed to position vepdegestrant as a backbone ER-targeting therapy in BCA.

» Ph2 VERITAC had favorable tolerability at both 200 mg qd and 500 mg qd

» No single TRAE in more than ~20% of patients

» CBR consistent with Phase 1 dose escalation data

Phase 3 trial overview & detailed Phase 2 results 👇 📸

$LSTA

Certepetide (LSTA1) / Non-Resectable Pancreatic Ductal Adenocarcinoma (PDAC) / Phase 2b

» Phase 2b ASCEND trial to corroborate Ph1 results and evaluate 2-dose regimen

» Ph1 showed an acceptable safety profile and improved OS by 55% & PFS by 76%

Phase 1 overview and results 👇 📸

$XLO

Vilastobart (XTX101) + atezolizumab / Colorectal Cancer / Phase 2

» Ph1C result demonstrated encouraging early evidence of anti-tumor activity

» Complete resolution of a metastatic liver lesion observed in a patient with MSS CRC

» Generally well-tolerated with patients experiencing minimal immune-related adverse events

Phase 1c results 👇 📸

$ZNTL ✔️

Azenosertib (ZN-c3) +/- niraparib / PARPi Resistant Ovarian Cancer / Phase 2

» Topline data from 61 patients in Ph2 MAMMOTH study to be reported late January

Azenosertib (ZN-c3)  monotherapy / Platinum Resistant Ovarian Cancer / Phase 2

»  Topline data from 102 patients in Ph2 Part 1b DENALI study to be reported late January

Prior data and azenosertib MoA 👇 📸

$LPTX ✔️

DKN-01 + pembrolizumab / Endometrial Cancer / Phase 2

» Open-label, phase 2 trial, Bayesian optimal phase II design, Investigator-initiated study

» Monotherapy trial results showed DKK1-high tumors have better ORR (25% vs. 0%) and clinical benefit (63% vs. 7%), and

» DKK1-high patients have longer progression-free survival (4.3 vs. 1.8 months) 

Monotherapy detailed results 👇 📸

$LPTX ✔️

DKN-01 (+ tislelizumab +/- CAPOX) / Gastroesophageal Junction Cancer, Gastric cancer / Phase 2a

» DisTinGuish trial Part C initial data in 1L GEJ/GC in early 2025

» Part A updated findings show:

→ ORR among response-evaluable patients (n=27) was 33% and disease control rate (DCR) was 93%, including 9 PRs and 16 patients with a best response of SD

→ Median progression-free survival (PFS) was unchanged at 6.3 months

Part C study overview and prior results 👇 📸

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🗓 All catalyst & PDUFA dates!

🚀 Big/Suspected Movers

🐳 Hedge fund analysis & M&A data!

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#ARVN #LSTA #XLO #ZNTL #LPTX

This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.

Article history:

First published 1/16/25 EJV, JD, DG, RF