Cascadian Therapeutics, Inc. (NASDAQ:CASC)

CAPS Rating: 5 out of 5 98.79

Caps

How do you think CASC will perform against the market?

Add Stock to CAPS Watchlist

All Players

120 Outperform
13 Underperform
 

All-Star Players

17 Outperform
5 Underperform
 

Wall Street

4 Outperform
2 Underperform
 

Top CASC Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

zzlangerhans (99.78)
Submitted March 11, 2015

This is a good time of year to start cataloguing cheap oncology stocks for potential ASCO run-ups. Of course, solid winners like Agios and the CAR-T crew are good bets for a bump, but the real money will likely come where it's least expected. I've… More

zzlangerhans (99.78)
Submitted April 12, 2011

Topline data from the START trial of Stimuvax in NSCLC is expected to be released in June 2012, only five and a half short years since the initiation of the trial. That's been a five year wild ride of dilution and reverse split. As I've stated many… More

CASC VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about CASC.

Recs

5
Member Avatar zzlangerhans (99.78) Submitted: 3/11/2015 12:07:25 AM : Outperform Start Price: $9.48 CASC Score: -29.42

This is a good time of year to start cataloguing cheap oncology stocks for potential ASCO run-ups. Of course, solid winners like Agios and the CAR-T crew are good bets for a bump, but the real money will likely come where it's least expected. I've already marked Celsion as one of those potential unlikely winners, and after slogging through the transcript of the quarterly CC I'm going to add Oncothyreon to my little list.

Like Celsion, Oncothyreon belongs in the doghouse because of a history of extending false hopes with a dubious phase III trial and then dashing them to the ground. I'd never suggest parking a chunk of cash in one of these stocks and not looking at it for ten years. This trade is purely for ASCO run-up purposes. Oncothyreon has reinvented themselves with the exclusive licensing of Array's HER2 inhibitor ONT-380, for which they've now paid Array 30M upfront and will owe substantial milestones and royalties. It's very unusual for a smaller company to license a drug from a larger company on those kind of terms. Smaller companies generally try to acquire new pipeline compounds much more cheaply and then hype them up in order to facilitate dilution. Oncothyreon's willingness to pony up for ONT-380 at the expense of significant dilution at a low stock price indicates to me that management at least thinks the drug is the real thing.

Oncothyreon reported some preliminary data from single arm phase I trials of ONT-380 in combination with commercialized HER2 antibody drugs for heavily pretreated metastatic breast cancer in December. The data was limited but encouraging in terms of both efficacy and tolerability, and Oncothyreon has stated they will be presenting updated data from the trials at ASCO.

In addition to the ASCO catalyst, Oncothyreon has also acquired a nanoparticle platform called protocell through the purchase of Alpine Biosciences. Oncothyreon plans to develop protocell to deliver cytotoxic payloads to cancer cells, nucleic acids encoding deficient proteins in congential diseases, and for in vivo transfection of T cells with CAR-T. While all of this may be pie-in-the-sky, these are all very buzzworthy topics that could bring addditional attention to the stock. Oncothyreon has acquired an additional platform of Chk1 inhibition through a collaboration, and plans to submit an IND for a Chk1 inhibitor for oncologic indications before the end of 2015.

Historically, Oncothyreon has been a poor choice for a long term investment but this particular moment may be an opportune time to open a position. The share price seems to have recently plateaued with a floor of 1.5 and the painful dilution is likely out of the way for the time being. It will be important to remember going forward that there are now two series of preferred stock adding invisible shares and market cap to the numbers visible on financial portals.

Recs

0
Member Avatar Tophinater (55.82) Submitted: 11/4/2014 2:51:34 PM : Underperform Start Price: $10.62 CASC Score: +43.51

yep.

Recs

0
Member Avatar whoodatstockhot (68.80) Submitted: 9/25/2013 12:00:39 PM : Outperform Start Price: $13.65 CASC Score: -90.03

Strong probability tecemotide succeeds in stage 3 trial-- which would push shares above the $4 dollar mark. Also, nice chance of Merck buyout before then, which would provide significant upside. Potential homerun in the making here.

Leaderboard

Find the members with the highest scoring picks in CASC.

Score Leader

rhinomaj

rhinomaj (93.02) Score: +253.33

The Score Leader is the player with the highest score across all their picks in CASC.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
rhinomaj 93.02 8/4/2009 Underperform 1Y $41.16 -75.66% +177.67% +253.33 0 Comment
BicaChica 77.55 8/4/2009 Underperform 5Y $39.06 -74.35% +178.73% +253.07 0 Comment
jacobajones < 20 2/5/2010 Underperform 5Y $28.92 -65.35% +160.29% +225.65 0 Comment
Cannabis911 99.58 12/11/2009 Underperform 5Y $33.36 -69.96% +149.64% +219.60 0 Comment
longtermgrowth09 < 20 12/17/2009 Underperform 5Y $31.20 -67.88% +150.51% +218.40 0 Comment
TarpWatchdog 99.39 12/14/2009 Underperform 5Y $31.98 -68.67% +147.94% +216.61 0 Comment
patj25 < 20 3/17/2010 Underperform 1Y $29.40 -65.92% +137.56% +203.47 0 Comment
FUZZYMINKINS < 20 6/28/2011 Underperform 5Y $55.14 -81.83% +115.94% +197.76 0 Comment
BioHazardX 89.15 7/14/2011 Underperform 5Y $48.48 -79.33% +111.04% +190.37 0 Comment
beecha < 20 9/11/2017 Outperform 5Y $3.60 +178.33% +11.82% +166.51 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackStifel 92.04 8/24/2012 Outperform NS $27.78 -63.93% +97.68% -161.61 0 Comment
TrackJimCramer 85.40 2/24/2012 Underperform 3W $52.74 -81.00% +102.56% +183.56 0 Comment
TrackJMP 83.42 1/24/2012 Outperform NS $38.46 -73.95% +112.06% -186.00 0 Comment
TrackJimCramer 85.40 6/24/2011 Outperform 3W $53.70 -1.79% +7.98% -9.77 2/25/2012 @ $52.74 0 Comment
TrackRodmanRen < 20 4/25/2011 Outperform NS $27.78 -63.93% +107.58% -171.51 0 Comment
TrackWedbush 87.42 3/15/2011 Outperform NS $21.00 -52.29% +119.11% -171.39 0 Comment
trackwbbsecuriti < 20 2/17/2010 Underperform NS $30.90 -67.57% +151.54% +219.11 0 Comment
TrackJGreenblatt 56.18 10/14/2009 Outperform 1Y $28.56 -29.20% +7.67% -36.87 10/20/2010 @ $20.22 1 Comment

Advertisement