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ESMO Preview: Cancer Stocks to Watch

BOSTON ( TheStreet) -- A key European cancer drug research meeting -- the 35th European Society for Medical Oncology (ESMO) Congress -- kicks off Friday in Milan and will include key data presentations from the following companies:

Dendreon (DNDN)
Drug: Provenge
Indication: Prostate cancer
Presentation date: Sat. Oct. 9

The Provenge data from four double-blind, placebo-controlled studies is not new, but this is the first time Dendreon will present Provenge efficacy and safety data to a European medical audience. Provenge is not approved in Europe. Dendreon is expected to make its European regulatory plans public later this year or early next year.

Amgen (AMGN)
Drug: AMG386
Indication: Ovarian cancer
Presentation: Sat. Oct. 9

Follow-on data to be presented from a phase II study of AMG386 plus paclitaxel in patients with advanced ovarian cancer. At the ASCO meeting in June, a 10 mg dose of AMG386 plus paclitaxel demonstrated a 7.2-month median progression-free survival compared to a median 4.6-month PFS for placebo plus paclitaxel.

Roche and ImmunoGen (IMGN)
Drug: TDM-1
Indication: Breast cancer
Presentation: Sun. Oct. 10

Interim results will be presented from an open-label phase II study of TDM-1 compared against Herceptin plus taxotere in front-line metastatic breast cancer. These data are important because it will provide the first (early) clue about TDM-1's ability to eventually replace Herceptin as the front-line drug treatment of choice for women newly diagnosed with metastatic Her-2 positive breast cancer.

Johnson & Johnson (JNJ)
Drug: Abiraterone
Indication: Prostate cancer
Presentation date: Monday, Oct. 11

J&J announced in September that treatment with abiraterone helps men with advanced, metastatic prostate cancer live longer, but the details -- how big is that survival benefit? -- was not disclosed. Researchers at ESMO will present the full data from the abiraterone phase III study, which enrolled metastatic prostate cancer patients previously treated with chemotherapy.

Seattle Genetics (SGEN)
Drug: SGN75
Indication: Non-Hodgkin lymphoma and kidney cancer
Presentation: Mon. Oct. 11

Early, phase I data on SGN-75, another "armed antibody" drug candidates in Seattle Genetics' cancer drug pipeline. These data are from a dose escalation study enrolling patients with relapses refractory NHL or metastatic kidney cancer.

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