17 Reasons Why Bayer Might Acquire Spectrum Pharmaceuticals

Spectrum Pharmaceuticals (Nasdaq: SPPI) has two upcoming dates with regulators in the coming months.

• July 2: Zevalin
• October 8: Fusilev

Bayer Schering (Bayer) markets Zevalin in Europe and abroad - all countries ex. US. Bayer received approval for Zevalin as a first-line consolidation therapy on April 28, 2008. For details, please refer to my June 28 article.

Here are 17 good reasons why Bayer might seriously consider acquiring Spectrum Pharmaceuticals at some point in the future. Listed below are 17 ongoing clinical trials for Zevalin. Each trial is sorted by its corresponding completion date. Data source: FDA.

2009

August	Phase 2	Fludarabine Plus . . .
September	Phase 2	Response Study of Zevalin in Patients with DLBCL after 6 cycles of CHOP.
December	Phase 3	Study Comparing Zevalin Regimen with NO FURTHER TREATMENT in DLBCL Patients who are in Complete Remission after CHOP-R

2010

January	Phase 2	Zevalin in Combination with Z-CHOP in Treating Patients with Stage 2-4 DLBCL.
July	Phase 2	Zevalin + Rituxan Maintenance, University of Wisconsin
August	Phase 2	Autologous Stem Cell Transplant with Zevalin + Busulfan
December	Phase 2	Chemo followed by Zevalin for Relapsed Mantle Cell Lymphoma, Dana-Faber Cancer Institute

2011

January

Phase 2

Safety of Zevalin, Sponsor: Bayer Schering

2012

January	Phase 2	ZEVALIN TWICE IN AGGRESSIVE NHL
January	Phase 2	Safety Study to Evaluate Induction & Consolidation Treatment in Mantle Cell Lymphoma
June	Phase 3	Zevalin-BEAM for aggressive lymphoma Sponsor: Sheba Medical Center
December	Phase 1 / 2	Zevalin with Non Myeloablative Allogeneic Stem Cell Transplant in NHL

2013

April

Phase 2

Consolidation Treatment with Zevalin after R-CHOP Induction in High Risk Patients According to FLIPI with fNHL.

2014

June	Phase 2	Zevalin-BEAM with Autologous Stem Cell
August	Phase 2	Zevalin & Simultaneous Application of BEAM High Dose Chemo
October	Phase 2	Zevalin First-Line fNHL Sponsor: Charite University, Berlin, Germany

2016

December

Phase 2

R-CHOP in fNHL Patients NOT Previously Treated. Consolidation with Zevalin versus Maintenance with Rituxan

Conclusion

Though it is NOT possible to conclude that Bayer will acquire SPPI with any certainty, it does, however, seem plausible.

Disclosure: Long SPPI

Comments

[Pax Americana:]

Nice Work overall, and good use of those segment boxes!

Jul 01 03:20 PM

[Justin M. Hall:]

Thanks Pax!

Jul 04 07:06 PM

[orest:]

Justin, nice work!! I bought more today @ $5.50 - a bit high, but who cares? SPPI should follow DNDN sooner or later... What do you think about Geron? Could this company be the next Microsoft?

Jul 08 05:27 PM

[Justin M. Hall:]

Orest:

Thank you for your comment. I want you to know that I purposely held off from responding to your comment under this article so as to allow some time for shares to recover from their recent pullback.

Since shares are up nearly 25% from your $5.50 entry, SPPI has turned out to be a relatively good investment for you. Congratulations!

Please keep me posted on your progress.

Justin M. Hall

Note: As you might recall from my previous response, I cannot provide you with a well-researched opinion on GERN. Right now, GERN is not on my radar.

Jul 29 05:10 AM