Biotech Stock Mailbag: ASCO Preview, CAR-T stocks, MannKind, Hate Mail!

BOSTON (TheStreet) -- Troy D. writes, "Are you attending the ASCO cancer meeting? What do you think will be the biggest moving stocks to come out of it?"

Absolutely. I'm flying to Chicago in a week to attend the American Society of Clinical Oncology annual meeting. This will be my 15th gathering of the ASCO cancer research tribe. You can expect a flurry of cancer drug stock stories, tweets and, for the first time this year, Periscopes, from me starting next Friday afternoon through Tuesday, June 2.

I'll probably tweet about the local beer I'm drinking, too.

In no particular order of importance, here are some (not all) of the stock-related ASCO story lines I expect to follow next week.

How effective and different is Oncothyreon's (ONTY) ONT-380 from other Her2-blocking breast cancer drugs, most notably Puma Biotech's (PBYI) neratinib? The current valuation gap between Oncothyreon and Puma is Grand Canyon-esque. A strong showing by ONT-380 at ASCO could generate a lot of investor interest in Oncothyreon.

Does Puma's neratinib have a meaningful role to play in the extended adjuvant breast cancer treatment setting? The presentation and interpretation of data from Puma' neratinib phase III ExteNet study will be a controversial ASCO event.

The competition between Clovis Oncology (CLVS) and AstraZeneca (AZN) over their respective drugs to treat T790-mutated lung cancer is fierce. The fight continues next week when Clovis presents an update from its ongoing study of rociletinib.

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