Key Takeaways:To help investors prepare for meetings at the beginning of the year,we have published some of our resources, key questions around upcoming catalysts,lists of potential upcoming catalysts with our estimated impact on the stock, and tables of prior clinical data.Also, see our questions for RC US, CT MX.EXEL IOV A, KPT I, NK TR,andXNCR:KeyQuestionsandPrepfortheStartoftheYear(1/5/20).
Agios Pharmaceuticals(AGIO, OW, $50PT) :We would focus on 1) topline data in 1Q 21 from the Phase 3(ACTIVATE-T) study form it api vat in transfusion dependent PKD(see Our PKD Preview Ahead of Upcoming Phase 3DataYE 20/1Q 21.11/17/20) . and 2) full data from the clinical study under CRADA with the NIH form it api vat in sickle cell disease expected in2H 21.
Blueprint Medicines(B PMC, EW, $90PT) :We would focus on 1) The start of dosing for BLU-945(E CFR+T790M/C7976S triple mutant) in1H21forECFR+NSCLC- conservatively we assume initial Phase 1 data in 2022 and 2) potential approval of Ava priti nib(KIT/PDC FRa Inhibitor) in advanced SMin3Q 21.
Epi zyme(EPZ M, OW, $18PT) :We would focus on 1) initial safety run in data for taz e me to statin combination with abi rater one/enza lut amide in prostate cancer at a medical meeting in 2021.and 2) uptake and traction fort aze me to statin follicular lymphoma(FL) and potential expansion into earlier treatment line settings.
Fate Therapeutics(FATE, OW, $110PT) :We would focus on 1) updated Phase 1dose escalation data for FT 516(iPSC-derived hnCD16NK cell therapy) in hematological malignancies in1H 21, and 2) updated Phase 1dataforFT 500(iPSC-derived NK cell therapy) in solid tumors, potentially a tASCO 2021(see U.S.Small&MidCap Biotechnology:InitiatingCoverage.3/3/20).
Repli mune(REPL, OW, $50PT) :We would focus on 1) initial Phase 1 clinical data in 2021forRP 3(expresses CALV-CP-R-, anti-CTLA-4, CD40L&4-1BBL) in advanced sold tumors, and 2) initial clinical data in mid-2021forRP1in combination with ni volum ab (anti-PD 1) in anti-PD 1 refractory NSCLC.
Spring Works Therapeutics(SW TX, OW, S83PT) :We would focus on 1) Phase 3 topline data for niro ga cest at(Camm a Secretase Inhibitor) in Desmo id Tumors in 2Q/3Q 21(see Initiating Coverage on Six Additional S MIDCap Oncology Stocks. 5/4/20) and 2) further BCMA deals over the next 6-12 months (see2H 20 Catalyst Previews for EXEL.KPT IRC US.SW TX.andY MAB.6/7/20) .
Syn dax Pharmaceuticals(SW TX, OW, S31PT) :We would focus on 1) full Phase 1 AUC MENT-101 data for Men in-MLL inhibitor(SNDX-5613) in genetically defined leukemia at the endof1Q 21(see2H 20 Catalyst Previews for Six Stocks, 6/3/20) and 2) pivotal Phase 2ACAVE-201toplinedataforaxati lima bin chronic Cv HD in 2023.
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