Ovarian Cancer Stock Update
- Amp Team
- Jun 28, 2021
- 4 min read
Updated: Aug 19, 2021
Summary
21 companies in our database with ovarian cancer drug candidates in clinical trials
There are 5 assets that are currently in phase 3 clinical trials with an ovarian cancer asset
There are a lot of readouts coming in 2021 and 2022 for ovarian cancer clinical trials
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Ovarian cancer is a very prevalent disease in the U.S. and globally. It is speculated that about 230,000 women are living with ovarian cancer in the US and 1.2% of women in the U.S. will be diagnosed with ovarian cancer in their lifetime. It is a solid tumor cancer and it is not easily detected with our current technology, which means that most ovarian cancer is detected in late stages (III or IV). The 5-year survival rate of ovarian cancer is around 50% (See NCI Ovarian cancer statistics).
We used our Pipeline search tool of our database on BPIQ.com of virtually all publicly traded biotech companies with a market cap of less than 5 billion dollars, and found 21 companies with an ovarian cancer drug candidate in clinical trials (Table 1). Of these ovarian cancer companies some have seen huge runups in stock price in 2021 thus far. These include ATOS, SLS and VSTM. ATOS and SLS appear to be moving on squeeze and/or meme-type activity, since their stock prices appear to have moved significantly without any important clinical or corporate updates (SLS, ATOS). It is noteworthy that ATOS was recently added to the Russell 2000 and 300 (Russell 2000, 3000) indices, but the stock increase since this announcement, seems much more than justified by that news.
Much of the jump in VSTM’s stock price is due to the FDA granting Breakthrough Therapy Designation (BTD) for VS-6766 + defactinib in ovarian cancer in May 2021. As noted in the BTD press release, in the most recent readout of VS-6766 + defactinib in low-grade serous ovarian cancer (LGSOC) (FRAME study) reported from the company: the overall response rate (ORR) was 52% (11 of 21 response evaluable patients), for patients with KRAS mutations the ORR was 70% (7 of 10 response evaluable patients), for KRAS wild-type patients the ORR was 44% (4 of 9 response evaluable patients), and for KRAS status undetermined patients the ORR was 0% (0 of 2 response evaluable patients). This is a phase 1 trial which enrolled about 20 women with low grade serous ovarian cancer. For more info about this drug candidate check out our BPIQ card. VSTM expects to report phase 2 data in June 2023. From our research, there is no widely accepted standard of care for LGSOC, but usually the first line-treatment is cytoreduction and then chemotherapy with or without bevacizumab. Cytoreduction alone leads to a median overall survival rate of 97 months (Low-grade Serous Ovarian Carcinoma).
Table 1. Ovarian Cancer Drug Candidates for Biotech Companies*
*Biotech companies with valuations between $100M and $5B
The ovarian cancer drug candidates of these biotech companies are a variety of small molecules and biologics (Table 2). Some of the drug candidates are targeting the tumor cells directly while others affect the immune response (i.e. immuno-oncology agents). There are 5 assets that are currently in phase 3 clinical trials with an ovarian cancer asset. CLV’s phase 3 trial for the drug Rucaparib is expected to readout later this year. It is important to note that Rucaparib, which was developed and is marketed by Clovis (CLVS), is already approved for ovarian cancer and prostate cancer. In the pending trial, Clovis is testing CLVS to support a label expansion to first-line maintenance treatment monotherapy and for advanced ovarian cancer maintenance treatment. Rucaparib works by inhibiting the PARP1, 2 and 3 proteins which in turn allows tumor cells to die because the tumour cells damaged DNA does not get repaired and thus the immune system marks it for degradation/cell death (Rubraca information). There are a number of other approved PARP inhibitors for various lines of ovarian cancer and for prostate cancer, and Clovis is down -40.84% since 2020 as they have had trouble competing in this highly competitive marketplace.
Table 2. Ovarian cancer drug candidate details
In our forum post, we provide detailed analysis of a company with a scheduled ovarian cancer readout this quarter/month. We named the stock a stock-to-watch because of this readout, which relates to its lead therapeutic candidate. See the full forum post here (requires BPIQ subscription - see HERE for free 30-day trial no credit card required) and lock in introductory price under $20/month while it lasts).
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This article will likely be updated from time to time
Article History:
Published 6/20/2021
This article is NOT investment, tax, or legal advice. Please use this as a starting point for your detailed diligence and consult professional advisers before making investment decisions.
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