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3 Things In Biotech You Should Learn Today: February 28, 2018

Mar. 01, 2018 1:42 PM ETATNM, LLY, MACK13 Comments
Zach Hartman profile picture
Zach Hartman


  • Merrimack gets rolling in HER2-positive breast cancer.
  • Eli Lilly expands the range for their CDK4/6 inhibitor.
  • Actinium heads forward with trial site accrual.

Note: Subscribers to Avisol Capital Partners Total Pharma Tracker got an early look at this publication.

Welcome to another edition of "3 Things In Biotech You Should Learn Today," a daily digest dedicated to helping you keep pace with the fast-moving world of pharmaceutical and biotechnology research.

Merrimack gets rolling in HER2-positive breast cancer

Company: Merrimack Pharmaceuticals (MACK)

Therapy: Seribantumab

Disease: HER2-negative breast cancer

News: MACK announced that the first patient in their SHERBOC study has been enrolled. SHERBOC is a phase 2 trial investigating the HER3 inhibiting antibody seribantumab in patients with heregulin-positive metastatic breast cancer. This will enroll patients who have had exposure to other treatment options, including CDK4/6 inhibitors.

Looking forward: This is an important development for MACK targeting a molecule that hasn't really been a major focus in oncology to date. This is interesting, but it also makes me nervous when prognosticating on the benefit of this approach. We simply don't know until a trial like SHERBOC lets us know. So for a prospective investor, this is definitely a high-risk/high-reward proposition in an area of substantial need.

Too much risk for me, personally, but there is promise to this approach

Eli Lilly expands the range for their CDK4/6 inhibitor

Company: Eli Lilly (LLY)

Therapy: Abemaciclib

Disease: ER-positive breast cancer

News: LLY announced that the FDA has expanded the approved label for their CDK4/6 inhibitor abemaciclib to be allowed for patients who have had no prior endocrine therapy for metastatic, ER-positive breast cancer. This builds on the previous approvals for either single-agent therapy or in combination with fulvestrant with disease progression.

Looking forward: This is the final step that LLY needed to take to get abemaciclib on the same footing as the other CDK inhibitors, which have both been approved for first-line therapy. Now we need to see if

This article was written by

Zach Hartman profile picture
I am a former PhD scientist-turned-writer focused on cancer education. My writings in Seeking Alpha have been devoted to helping people identify promising investment opportunities in cancer research through commentary of recent events. Readers can learn more about other aspects of cancer research by visiting my site Invest Against Cancer.I also collaborate with Avisol Capital Partners on their Marketplace service known as the Total Pharma Tracker (TPT). Some of my work will be available to TPT subscribers either exclusively, or in advance. If you are interested, please click the link above!

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (13)

Thanks for the ATNM update
Zach Hartman profile picture
My pleasure!
I'm a professor of organic chemistry- these are very insightful comments. Kudos
Zach Hartman profile picture
Thank you, Harry! Send my regards to your beleaguered students! And send them that Samuel L Jackson/Samuel D Jackson meme for a laugh.
Zach, I would really like your opinion on CDXS and AXON science? Yesterday JPMORGAN Chase upgraded Axon Science as a buy with $37.00 price target. Axon lost 70% of its value due to 4 failed trials.
CDXS for some reason showing strength and hasn’t been down.
Zach Hartman profile picture
Hi bilalsarr, these companies aren't really on my radar, per se, but AXON is looking very, very beat up. I would be quite cautious when considering them, no doubt!
Thanks for your insights.
Thanks Zack
Zach Hartman profile picture
Thank you for reading!
well done. great info.
Zach Hartman profile picture
Thank you, trocc!
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Related Stocks

SymbolLast Price% Chg
Actinium Pharmaceuticals, Inc.
Eli Lilly and Company
Merrimack Pharmaceuticals, Inc.

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