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Biotech Analysis Central Preview Series: Infinity Pharmaceuticals

Jan. 20, 2021 2:15 PM ETINFIQ, BMY, BMYMP, RCUS, RHHBF, RHHBY, RHHVF1 Comment
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This is a preview blog series on what you can expect when subscribing to my "Biotech Analysis Central" service marketplace. For the full article you must subscribe to my service. This is just an intro of two snippets on the research articles that are written. Thus far, there are about 300+ research reports on both both small-cap and mid-cap biotech stocks with full analysis of the pipeline, catalysts, financials, and clinical trial analysis. If you want to read more then please subscribe to my marketplace service. As always I offer a 2-week free trial just to show you how helpful my service is. You can cancel anytime before the 2-week free trial is up and never be charged a dime.

First Section Of Marketplace Article (This article piece was originally written on January 17, 2021)

For this Biotech Analysis Central Update Series I wanted to go over a biotech by the name of Infinity Pharmaceuticals (INFI). The reason why I want to go over this biotech next is because it is going to present results from the phase 2 MARIO-275 study. These results are going to be presented at the ASCO Genitourinary Cancers Symposium on February 11, 2021 from 8:00 a.m. to 6:30 p.m. EST. This involves this study using IPI-549 plus Bristol-Myers Squibb (BMY) Opdivo (Nivolumab) to treat patients with Urothelial cancer. Speaking of which, there is a partnership in place using Opdivo. Besides this, there is another shot on goal using eganelisib (IPI-549) in a few combinations to treat patients with Triple-negative breast cancer (TNBC). There are two partnerships with eganelisib and shots on goal for this specific indication. One partnership deals with Roche (OTCQX:RHHBY). This involves using eganelisib in combination with Tecentriq and Abraxane to treat patients with TNBC. This specific program is important because there is not just 1, but 2 data readouts expected in 2021. There is a data readout from this phase 2 study expected both in the 1st half of 2021 and then in the 2nd half of 2021. Then, there is another shot on goal for this indication of using Infinity's eganelisib in combination with Arcus Biosciences (RCUS) AB928 (etruma) plus Doxil. Another combination between Infinity and Bristol-Myers Squibb is the use of eganelisib plus Opdivo to treat patients with squamous cell Head and Neck Cancer (SCCHN). With these several programs in place the biotech is well equipped to test out multiple combinations of its drug eganelisib in the pipeline.

Conclusion Of Marketplace Article

The Final Verdict is that Infinity Pharmaceuticals is a good speculative biotech to look into. I think that the more promising aspect of this company is the MARIO-3 phase 2 study being done in partnership with Roche targeting triple-negative breast cancer patients. Again, that's because data seen thus far has been highly encouraging in the first batch of patients. If this continues in the next two updates expected in 2021, then that will establish the triple combination of eganelisib + Tecentriq + Abraxane for 1st line triple-negative breast cancer patients. The triple-negative breast cancer market is expected to exceed $543 million in the coming years and could be good news for Infinity upon eventual marketing of this combination. There is still a chance that the phase 3 MARIO-275 study may end up succeeding. If that is the case, then the global urothelial cancer drug market is expected to reach $3.6 billion by 2023. I think that it is important to see the updated data from the phase 2 MARIO-3 study throughout 2021. This is what will more than likely provide good long-term value for Infinity. In addition, the triple combination of eganelisib + Tecentriq + Abraxane is also being explored in kidney cancer as well. This provides an additional indication that the triple-combination drug may work for. Roche is a good partner and should good data continue here, then I believe an eventual partnership could be made. Especially, since the global kidney cancer market is larger. It is expected that the global kidney cancer market will be worth $6.3 billion by 2022. The last item I want to point out is that should data in 2021 come out good, I believe that the biotech has a chance to trade much higher in the coming days/months. That's because Infinity holds a market cap of only $204 million. That means at the moment, nothing in the pipeline is being valued as a success. Should the triple-negative breast cancer data or urothelial cancer data impress investors, I expect the stock to climb significantly.

Analyst's Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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