Tackling Cancer: Bladder Cancer's Biggest Current & Upcoming Players

As I noted six weeks ago, cancer statistics are both staggering and disappointing. Although cancer deaths per 100,000 people have been on the downswing since 1991 thanks to access to more effective medications and better awareness about the negative health effects of smoking, there is still a lot of research and progress yet to achieve. My focus in this 12-week series is to bring to light both the need for continued research in these fields, as well as highlight ways you can profit from the biggest current and upcoming players in each area.

Over the past five weeks, we've looked at the four cancer types most expected to be diagnosed this year:

Today, we'll turn our attention to the projected sixth-most diagnosed cancer: bladder cancer.

The skinny on bladder cancer
Bladder cancer is forecast to be diagnosed in 72,570 people this year, leading to an estimated 15,210 deaths. While the death toll isn't anywhere near the totals we saw for lung cancer, it's still much higher than the projected toll taken by melanoma.

In particular, bladder cancer tends to strike men with roughly four times greater frequency than women. It's a particularly scary cancer because it rarely precludes many warning signs -- outside of blood in the urine or potential irritation and the need to go to the bathroom more often -- and there isn't any tried-and-true simple diagnostic test to diagnose bladder cancer beyond obtaining cells from inside the bladder once a cause for concern exists.

Roughly half of all cases of bladder cancer are diagnosed when the cancer is in a non-invasive state. If caught early, survival rates are very high, with in-situ cases demonstrating 96% five-year survival rates. Once regional or distant, however, and the survival rates shoot down rapidly. The five-year survival for regional and distant cancer drop to just 33% and 6%, respectively, according to the American Cancer Society (link opens PDF).

Since 1975-1977, just as we've seen in previous cancer types, there have been improvements in the overall five-year survival rate, which has jumped from 73% to 80% in 2005-2009, but the biggest improvement has been a reduction in smoking -- the primary risk factor for being diagnosed with bladder cancer -- through better awareness campaigns of its dangers, and not through major treatment advances. In fact, bladder cancer diagnoses haven't seen the same downtrend we've witnessed in numerous other cancer types.


Source: Surveillance, Epidemiology, and End Results Program & National Center for Health Statistics. 

The typical treatment plan for bladder cancer entails surgery and/or chemotherapy and radiation after surgery in nearly all cases. Some earlier stage cases can be dealt with through immunotherapy and chemotherapy, while a combination of chemotherapy and/or radiation, as well as complete removal of the bladder can be used in more advanced cases.

Where investment dollars are headed
For lack of a better word, treatment options in bladder cancer are somewhat limiting. The same global chemotherapy treatments you often see employed in regional and advanced stages of many cancers are typically a patient's "best shot." Here's a glimpse at some of the most common bladder cancer treatments.

  • BCG vaccine: In early stages of the disease, a toned down bacterium known as bacillus Calmette-Guerin, or BCG, can be injected directly into a patient's bladder in order to stimulate their own immune system to recognize and fight cancer cells. The body's immune system won't be able to recognize cancer cells that have escaped the bladder wall, so this is definitely an early-stage vaccine designed to slow or halt disease progression. Both Sanofi and Merck (NYSE: MRK  ) manufacture the BCG vaccine -- which is more commonly used around the world as a tuberculosis vaccine, but has multiple other uses, including as an immunotherapy treatment for bladder cancer.
  • Gemzar + Platinol: The combination of Eli Lilly's Gemzar (which can now be found in multiple generic forms since it went off patent in late 2010) and Platinol (cisplatin) is a common chemotherapy combo used to treat bladder cancer when radiation isn't used, or if it's progressed into the metastatic state. In cases where radiation is administered in addition to chemotherapy, patients will often just be given a course of Platinol by itself. In a clinical trial conducted in 2000 on patients with metastatic bladder cancer, the findings showed that Gemzar + Platinol provided a similar survival profile to MVAC (described below), while offering a more favorable safety and tolerability profile .
  • MVAC: MVAC is actually a combination of four drugs: Trexall (methotrexate), Velban or Velsar (vinblastine), Adriamycin (doxorubicin), and Platinol (cisplatin). The combination has been shown to slow the progression of the disease and even halt it in its track on certain occasions, but it can also have nasty side effects including anemia, kidney problems, and high risk of infection, to name a few. In that same study from the year 2000 that I listed above, grade 3/4 neutropenia, neutropenic fever, and neutropenic sepsis was significantly higher in the MVAC arm.
  • Valstar: Made by Endo Health Solutions' (NASDAQ: ENDP  ) pharmaceutical segment, Valstar is a drug targeted at patients with in-situ carcinoma who've tried BCG treatment but have been unresponsive, and who are also unable to receive a cystectomy (removal of the bladder). The response rate for Valstar was 18% in trials, and it resulted in 26% sales growth for the company in 2012 to $27.1 million.

Like all the previous cancer types that we've delved into over the previous five weeks, bladder cancer has had a promising drug flop in trials. Spectrum Pharmaceuticals (NASDAQ: SPPI  ) , for example, announced last year that Apaziquone, which was being tested as a post-operative treatment for low-risk, non-invasive bladder cancer, failed to reach its primary endpoint of reducing tumor reoccurrence in both of its late-stage trials. All hope isn't lost as the company may meet with the FDA to discuss the drug's future, but no immediate hope for approval exists, either!

What's coming down the pipeline
With fewer people smoking, the biggest risk factor for acquiring bladder cancer has basically leveled off its occurrences in men, while women are seeing a small annual decline in occurrences. Still, research is underway to deliver new medicines to treat bladder cancer and extend patient quality of life and survival. Here are a few examples that have a chance to move the needle in the patients' favor; and, you'll notice, some of these names may appear quite familiar.

  • Sutent: Pfizer's (NYSE: PFE  ) Sutent -- which is already approved by the FDA to treat advanced pancreatic cancer, renal cell carcinoma, and gastrointestinal stromal tumors -- could be an effective agent at fighting bladder cancer. In trials, Sutent was tested alone, and in combination with Gemzar and Platinol and was found, in the combination arm, to increase certain targeted regulator expression and result in cancer cell death. The result is that Sutent could possess significant anti-tumor activity and could gain an additional indication for bladder cancer down the road.
  • Avastin: Don't even try to act surprised that you see Roche's Avastin on this list as a potential bladder cancer treatment. The drug, which works by inhibiting blood vessel growth and thus starving the tumor, is being studied in combination with Gemzar and Platinol as a treatment for metastatic bladder cancer.
  • DN24-02: Dendreon's (NASDAQ: DNDN  ) immunotherapy treatment targeting HER2-expressed bladder cancer might be the most intriguing. Similar to how Provenge removes white blood cells from a patients' body, exposes them to a protein that "teaches" them to recognize and attack a cancer cell, and then reinjects them back into a patient's prostate, Dendreon is working on a long-term midstage study that will determine if its immunotherapy injections can be used to treat bladder cancer. The trial was initiated in 2011, but won't be completed until June 2016.

Your best investment
As you might have guessed, I'm honestly disappointed with the scope of advances in bladder cancer over the previous four decades. For the most part, global cancer chemotherapy combinations are still the go-to when surgery is not an option.

In terms of investments, if you wanted to take a gamble I'd say that Dendreon's immunotherapy platform should demonstrate the efficacy and safety needed to gain approval in bladder cancer. The concerns I have which every investor should be aware of are that the long-term trial data won't be available for at least another three years, and that pricing of the treatment could potentially scare physicians away from using the immunotherapy -- that's what happened with Provenge and it could happen here, too.

If you're looking for the safest way to play the bladder cancer sector, with so many of the chemotherapy agents being used now off patent, I'd have to go with Endo Health Solutions and Valstar. $27 million in annual sales may not seem like much, but the growth rate has been phenomenal and it hasn't shown any signs of slowing.

Stay tuned next week when we tackle to current and upcoming therapies for the treatment of non-Hodgkin's lymphoma in this Tackling Cancer series.

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Read/Post Comments (5) | Recommend This Article (5)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On April 10, 2013, at 2:14 PM, Hope4GoodFuture wrote:

    Sean, have you checked out OGX-427?

  • Report this Comment On April 10, 2013, at 2:17 PM, TMFUltraLong wrote:

    Hope4GoodFuture,

    Yes, I did have a look at OncoGenex's bladder cancer hopeful but I thought it a bit too early in the development process for inclusion. It's on my radar, though.

    Sean

  • Report this Comment On April 10, 2013, at 3:23 PM, shotblocker wrote:

    Any insights on Endo's return of Urocidin to Bioniche? The Bioniche phase 3a results seemed promising but the Endo trial never succeeded in enrolling enough patients to completete it.

  • Report this Comment On April 10, 2013, at 6:07 PM, clifffiscal wrote:

    Sean. I don't think this part concerning how treatment is done using Provenge is accurate "then reinjects them back into a patient's prostate."

  • Report this Comment On April 10, 2013, at 10:31 PM, luckyagain wrote:

    "Although cancer deaths per 100,000 people have been on the downswing since 1991 thanks to access to more effective medications and better awareness about the negative health effects of smoking,"

    Cancer is a terrible disease and the decline in deaths is almost all due to reduction in smoking. The only real effective cancer treatment is colonoscopy for colon cancer. So called chemo therapy is less than 3% effective according to peer-reviewed research, conventional chemotherapy contributes only 2.1% to five year cancer survival in the USA (Morgan, Ward and Barton. Clinical Oncology, 2004.

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