Biotech Analysis Central Preview Series: Bio-Path Holdings
Long Only, Biotech, Healthcare, Short Only
Seeking Alpha Analyst Since 2011
I am the Founder of Biotech Analysis Central, A subscription service on Seeking Alpha's Marketplace. If you want to learn more about biotech investing or you want to check out my biotech analysis you can do so with a free 2-week trial to my service. Just hit the "Learn More" button on the bottom of the Marketplace Research Tab. I have a Bachelors of Applied Science Degree In Technology Management, Industrial and Business Services Management from St. Petersburg College Florida. I have been investing in biotech stocks for many years, and I prefer to invest as a long term investor. With that In mind I seek stocks that have long term value! I primarily Like to Invest In biotechnology stocks and I accept the risks. I Write for the Healthcare Sector and Stock market in general. I contribute to Seeking Alpha.
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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 December 9, 2021)
The next article I wanted to discuss for the "Biotech Analysis Central Stock Insight Series" is a biotech by the name of Bio-Path Holdings (BPTH). The reason why I want to highlight this biotech is because preliminary data shown in about 6 patients with AML who took a triple combination regimen, had a majority of them respond. Based on preliminary data, it is quite possible that additional data with more patients will also show a favorable efficacy profile. Speaking of which, there is a pretty good catalyst opportunity that is approaching. It is expected that results from the phase 2 study using the company's cancer drug prexigebersen, for the treatment of patients with acute myeloid leukemia (AML), will be presented at the upcoming American Society of Hematology (ASH) meeting taking place December 11, 2021. With good data reported this coming weekend, it's possible that the stock could trade higher. As long as it obtains similar responses to what was released several months ago with the new patients, then I believe this will be the case. The company has developed another candidate in the pipeline known as prexigebersen-A, but this is being used to treat patients with solid tumors instead of hematological (blood) malignancies. FDA clearance to start a phase 1 study was achieved and should start soon enough, likely at some point in 2022. In addition, there is another drug in the pipeline that was developed to go after AML. This candidate is known as BP1002 and is being used to go after refractory AML patients instead. With so much potential in the pipeline and low share price of about $4.87 per share, I believe it is a good speculative biotech to look into.
Conclusion Of Marketplace Article
The Final Verdict is that Bio-Path Holdings is a great speculative biotech to look into. While preliminary data from the phase 2 study was with several patients (about 6 at first), it's quite possible that other patients may not respond the same. Keep in mind that it is still quite risky as there is no guarantee that every single patient will respond in a similar fashion. This will be an important update for prexigebersen in AML, because it is the main program for the pipeline. I wouldn't necessarily say that if data is mixed that it would bode terrible for the other indications, but it would make this stock a lot riskier in my opinion. On the flip side, validation of the tech in 19 more patients in each of the few cohorts would be huge. That's because it proves that prexigebersen can be applied to AML with strong safety/efficacy. This data will be known immediately, because it will be presented at the upcoming American Society of Hematology (ASH) meeting taking place December 11, 2021. The AML indication is a good one, because it is a large market and it continues to grow. It is expected that the global acute myeloid leukemia market is expected to reach $2.2 billion by 2025. Then, you have several other drugs in the pipeline being moved forward. For instance, prexigebersen-A was specifically developed the same as prexigebersen, but with modified formulation to enhance nanoparticle expression. That's because solid tumors are harder to treat systemically and it needed to modify the drug to get into tumors. If the phase 1 and ultimately phase 2 are successful, then this targets a huge market opportunity as well. The global solid tumor cancer treatment market size is expected to reach US $424.6 Billion by 2027. Then you have BP1002 which is targeting the DNA Bcl2 to treat certain types of hematological malignancies, such as: relapsing Bcl2 Acute myeloid leukemia, chronic lymphocytic leukemia and lymphoma. The company is attempting to expand its pipeline. While the company is still speculative, the share price of only $4.87 per share provides a pretty good risk/reward scenario.
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.
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