Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
I don't think the MM can hold it down that long. Wait until the rest of the milestones are released.
In the mean time the MM is walking it down. I don't think Punit care one way or the other.
A big partnership (Merck and Pfizer) like this would take months to draft up the agreement. As of last month Punit still said they are negotiating partnership(s). I hope he had something already finalized. From his twitter yesterday he is traveling to so many cities. I hope good news are coming. What is he waiting? We should ask him.
This is what the called ahead of print. All the journals are doing now is to post the articles online before the hard copies come out.
I understand everyone is waiting for the milestones to be announced and there are numerous prediction, educated guess or theory posted on the board. The waiting is driving everyone crazy. All I can say is by the end of this year Punit could be the biggest hero or the biggest liar in history.
Why would they release Phase 2a data in a partnering conference? If they announce partnership, Punit should be there. Is he attending the conference? How many corporate overview are they going to give (or have given since September). All they need to do is to post in on the corporate webpage (I forgot their webpage is useless and they never update it).
I hope so. I really admire many of the longs who are so patient. Sometimes it is just frustration of my part. I hope in the near future you can say to my face "I told you so" after PPS rise above $1.
Hate to be negative. In my opinion, they don't even act like a legitimate company let alone a leader in cancer immunotherapy. They do not respond to investor questions, no update to their website or conferences they are going to attend. Why is everything has to be so secretive?
Laser, this is why ONCS frustrates everyone. It sounds like (from them) the FDA approval for the combo trial has been granted. However, they have been so quiet for so long. I have never seen a company say again and again that they will (not may) meet all the milestones by the end of this year. Punit is putting his reputation, his future and ONCS future on the line. I hope they will meet the milestones.
I have the same thought (or concern), less than 9000 shares traded the first 45 min. Just some thoughts, questions and comments.
1. Are the shares drying up so the shorts cannot short it anymore.
2. I assume we have a PR firm to represent ONCS, there is absolutely no communication of the company with public and no even announcing any upcoming event (do not tell me they are negotiating several deals
and cannot say anything).
3. Like to hear from the longs of their opinion.
It is strange. Bid is 0.31 and ask is 0.468.
I believe the price action of ONCS is identical to INO 15 - 18 months ago. You know the rest of the story.
Wonder how many corporate overview they need to give if they keep talking about the same thing over and over again.
Thanks for the clarification. Make sense.
Do you mean BTD granted or application? How can we apply or get approved BTD with the combination trial if we have not started the trial?
Good. If there are enough voices, they will respond. I urge all the investors to do the same. I think enough is enough.
I just e-mail to Oncosec also to (investors@OncoSec.com)
Well said.
I just saw it too. Hopefully the ask is real.
There are several issues I point out in my previous posts. For example, they have mentioned about the interim data on Merkel cell lymphoma, I still don't know exactly how many patients are in the trials and if they are still accruing patients. In addition, how about the cutaneous T cell lymphoma. I remember several months ago they still have problems finding patients and they switch to a well known oncology in Stanford to conduct the trial. I have not heard from the company about any update. In regard to the combo trial, I heard they mentioned it several time. I have yet to hear from them when they submit the combo trial application or have they met with the FDA. They have not said a word about that (or may be I miss it).
The data presented in ESMO about the convincing data to support the conversion of non-responder to responder, I don't think it is that convincing. Don't get me wrong I really want ONCS to succeed (I have over 200k shares). However, I am getting nervous. At least one positive sign is that they are hiring several people.
Deep down when you look at it closely the major problem is the lack of communication from the company to the investors. I do not say the need to reveal all the details but at least a periodic update is appreciated. I would say the corporate overview is garbage.
There are a lot of posters praise Punit as a bright CEO. However, when you see when he doesn't pay attention to details (such as hiring a competent person to keep up with the webpage), I question his leadership.
Price drops to 0.436.I think we should bombard Punit with e-mails and ask him what is going on. May be he will do something (such as do some insider buying like INO).
Well, 5 conferences in September provide zero info. There are so many corporate reviews Punit can give. It is a waste of time and company money if he says the same thing everytime.
They have mentioned several times (in corporate overview, tweeters etc and said the combo trial is a done deal). However, I don't remember they mentioned when they submit the combo trial application to FDA (or when) and everybody speculate the anti-PD-1 is from Merck. I really don't know what to believe. The ESMO poster tell us nothing.
How many corporate overview they have to do? Most of the investors know about it (especially they have nothing to say). For investment firm they have already known a lot more than us about the company. If your science is sound, you don't need to sell it, they will find you (by publishing the data like INO).
I hear you. First I want to say is that don't get mean wrong, I am long (200k+) and the last thing I want to do is to bash the company.
The poster presentation 2 days ago in ESMO is disappointing. Nothing is new and not that cutting edge.
One of the puzzling things about the use of immunopulse and anti-PD-1 antibody is that it has been mentioned by the lot of posters (I believe they hear from Punit through tweeter) and the combo trial will start 2H 2014. My question is that they have not given a PR that the met with FDA about the application (of the combo trial) and also everybody said the anti-PD-1 is from Merck. I don't believe it when I see it.
How about the Merckel cell data. I have not even heard the progress of patients' recruitment and how many patients are being treated. There are a lot of hiring but in terms of scientific info it is simply not there.
Just review the poster. Nothing is new. They have mentioned the mice survival data before.
I disagree. You can rehearse and give a good presentation especially when he wrote the presentation (I assume).
If possible, I would like the comments from respectable posters like Sal, Tremer, Trading jeff, erostratus, Zoriden etc about the new appointment of Punit. I thought he is focusing on managing ONCS.
You can responding to a basher. Don't waster your time.
Thanks! Don't want to start any speculation. The title of his talk is Immunopulse phase II study. We know the presentation cannot overlap with ASCO data. Could it be preliminary MCC data he is presenting?
In my experience they may release the information on the # of patients they treated and the response rate (partial, total response etc). They may also mention some of the side effects (should be minimal).
If they have the data, they can provide the data to any private party as long as it is not released to the public. I think you are right that partnership can occur with Merck before ASCO.
md.stockpick mentioned in yahoo board that is could be in the poster discussion session.
Waitforit, thanks for the post. To all the long, just want to apologize to bring up this question and I know it has been discussed numerous times. The May 22 presentation by Dr. Heller on the results of Phase 1 and 2 melanoma trials in ASGCT, I assume the content of this presentation should not be the same as the presentation in ASCO. Exactly what is going to be presented in ASCO? Any thoughts (hopefully it is MCC)?
It is easy for me to say be patience. Next Mon ASCO will publish the announcement ONCS abstract is accepted with the title of the presentation. I hope it will give a small catalyst. However, they can't release the full abstract until May.
ONCS should hear from ASCO about the decision on their abstract either today or next Mon. We will hear from ONCS if it is accepted. They may not be able to review even the title of the abstract if it is accepted but at least a yes or no.
Trading.jeff, totally agree. If ONCS submitted the same abstract to both meetings, it looks really bad if they have to pull one of them. You also point it out that it is unethical.
Either way it will be exciting if the ASCO abstract is accepted.