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Jeff, does the notice this morning mean all the warrants have been executed?
He is on the Oncosec clinical advisory board.
Another PISCES recruiting site has been added. Looks like enrollment is moving along smoothly.
Huntsman Cancer Institute, University of Utah
Principal Investigator: Robert H Andtbacka, MD
https://clinicaltrials.gov/ct2/show/NCT03132675?term=NCT03132675&rank=1
More importantly is that if we see great PISCES data mid 2018 Oncosec stock goes up.
According to Titan's link Intercept made one of these filings which sparked buyout rumors. Could be something very important regarding partnership or buyout , milestone payments.
nonsense, the supply agreement with Merck is already public knowledge.
Interesting filing for a friday afternoon. This is not a common filing and could be related to possible future milestone payments. I like it! Titan, you must tweet this info.
When Oncosec uplisted to the Nasdaq index on the prospects of the first combo study with Merck the share price was $5.50 with a market cap between 150 to 200 million, I forget exactly. Good Pisces trial results and the market reaction would be obviously very good, the stock could overshoot to the upside in a parabolic manner. I don't think anybody can really say how high it could go before selling off and settling. Analysts targets of $5 or $6 have been set conservatively for a while now, but they used to be as high as $25. Oncosec has been compared to T-Vec which was acquired through a buyout by Amgen valued at 1 billion dollars. An Oncosec buyout with all shares fully diluted (I believe around 46 million shares if all warrants were to be executed) at a 1 billion dollar value would probably be around $20-$25 dollars a share.....I am taking a guess here.
Buy Volume higher than Sell Volume. Looks like an attempt at a shakeout before we head higher. Oncosec looking strong into the end of the year.
TNBC would probably follow the same regulatory pathway as the melanoma combo with fast track and orphan drug designations. That seems like a likely possibility if PISCES is successfull.
That sounds like a good thing for Merck and Oncosec.
LOL right back at ya bro.
I know...Merck bought Cubist. Spellchecker wonky again. Glad you got my back bro.
Darn spellchecker again. I meant to say Cubist, which I don't think turned out to be the best buy for Merck for all those billions.
Merck paid over 8 billion dollars for Cubicin which gave them a portfolio of invalidated patents. Merck is a good company but I think they could have bought many more smaller companies with huge growth potential for that money.....especially Oncosec for just a sliver of that.
I agree Merck would be foolish to let Oncosec slip through their fingers. Big Pharma is rather big and dumb sometimes though. They should have already forked out some licensing money for all the potential we have here. Success will come, and I hope we see a bidding war and get the price that is deserved either in a buyout or major licensing deal.
hschlauch, I am just speculating on the collaborator for the PIIM construct. Jounce is currently using Oncosec's GENESIS technology in pre clinical work. Do you think Jounce would be a likely partner for the new PIIM construct? They have a deep collaboration with Celgene in solid tumors. Seems logical to me that they might take more interest in Oncosec after the recent positive SITC data on the multigene construct. What is your take if any? Thanks for any insight you can give on this.
Jounce is interested enough in Oncosec technology to use it for pre clinical research. Celgene is interested enough in Jounce to do a collaboration with them. These things start with baby steps and Oncosec is interested in moving a multigene construct into the clinic. Maybe they all wind up on the same page.....just speculation but it could happen.
Oncosec and Jounce have a pre clinical agreement through the Oncosec (TAP) program. Jounce is using Oncosec's GENESIS research generator and applicators to rapidly assess potential candidates in preclinical models. This agreement is less than 6 months old so it is fairly new. Maybe we hear some updates from Jounce on this sometime soon.
What I find interesting is that the CEO of Jounce is Richard Murray, who was the SVP of biologics and vaccine research at Merck ($MRK) prior to joining Jounce. Merck and Oncosec are currently collaborating on the PISCES trial. You can obviously see connections between these companies. It is just speculation but these connections could lead to bigger Biotech names like Celgene or Gilead showing interest.
What I also find interesting is the deep collaboration Jounce has with Celgene which includes solid tumors such as NSCLC, HNSCC, TNBC, Gastric, and also melanoma. Celgene's investment in Jounce may be worth up to 2.6 Billion dollars.
I would like to entertain the idea that if Jounce makes any progress using Oncosec's technology that there might be some sort of trickle down affect that might stir interest from Celgene and Jounce doing some kind of combo trial that would include using Oncosec's Generator and applicators.... and maybe just maybe a combo study with Oncosec and a multigene construct.
Nobody knows who the collaborator will be for PIIM construct, maybe Jounce and Celgene. Seems logical since Jounce already put a foot in Oncosec's door.
The patent relates to angiogenesis.
Angiogenesis, the growth of new capillary blood vessels in the body, is an important natural process used for healing and reproduction. The body controls angiogenesis by producing a precise balance of growth and inhibitory factors in healthy tissues.
When this balance is disturbed, the result is either too much or too little angiogenesis. Abnormal blood vessel growth, either excessive or insufficient, is now recognized as a “common denominator” underlying many deadly and debilitating conditions, including cancer, skin diseases, age-related blindness, diabetic ulcers, cardiovascular disease, stroke, and many others. The list of diseases that have angiogenesis as an underlying mechanism grows longer every year.
Oncosec food for thought. Celgene inked a deal with Jounce who has a TAP collaboration with Oncosec. Six degrees of seperation....speculating that Celgene might have some interest in what Oncosec is doing if Jounce puts out positive cancer trial data mid 2018. The speculation here is that Celgene might dig deeper into everything Jounce is working on collaboratively if Celgene/Jounce post good trial results next year.....readout would be around the same time Oncosec will release interim PISCES results.
The new CEO mentioned that the second patent pertained to the PISCES trial. Any patent protection is good protection in my book.
Transparency about company progress will go a long way here. I will look forward to seeing how the new CEO handles the conferences and presenting to potential investors. Things may not happen quickly but I think we are in good hands with Dan now going into 2018. I am confident we are moving in the right direction now.
Any new patents filed are a plus. Daniel J. O'Connor, Chief Executive Officer of OncoSec. "We are pleased with the progress of the ongoing PISCES/KEYNOTE-695 clinical trial which benefits, in part, from the second issued patent."
Sounds like the PISCES enrollment is moving along okay.
Oncosec had a collaboration with Plexxikon. Plexxikon is a member of the Daiichi Sankyo Group. That might be the connection to Japan if we still have a collaboration with them.
What will be interesting to see is how the new CEO generates investor interest. We could see a very positive market perception next year at conferences as we get closer to PISCES data mid 2018. This is a very exciting time for Oncosec. Lots of anticipation building up for 2018. Institutions will be watching and hopefully taking positions.
$ONCS Oncosec presenting at 2018 BIO CEO & Investor Conference Feb 12-13.
https://www.bio.org/events/bio-ceo-investor-conference/companies
Oncosec presenting at LDMICRO Dec. 7th
https://www.ldmicro.com/events/presenter-schedule?day=3
Oncosec presenting at BIOTECH SHOWCASE Jan 8-10 2018
http://www.ebdgroup.com/bts/core/presenting-companies.php?_ga=2.191241514.1636992923.1511637314-1591954430.1511637314
Oncosec's new CEO Dan O'Connor did this for ImClone and I believe he has ambitions to do the same for Oncosec.
(Nasdaq: IMCL) today announced that the boards of directors of both companies have approved a definitive merger agreement under which Lilly will acquire ImClone through an all cash tender offer of $70.00 per share, or approximately $6.5 billion.
Happy Thanksgiving Low. To respond to your message yesterday, I do my DD. My spell checker is wonky and keeps changing my words. I know the spelling of Advaxis. You may not ever like Oncosec, but it is definitely in an uptrend right now. That is a fact. I believe it will continue and has the potential to explode higher in 2018 if PISCES trial is a success. That success will benefit a lot of patients that have no further options for their cancer. If approved I believe Oncosec will have a commercialized product in 2019 most definitely......and the share price will skyrocket. Going from no profit to making a profit is a HUGE deal.......probably lead to a buyout also.
Happy Thanksgiving Titan and to all Oncosec shareholders and believers here. We will all be very thankful very soon.
If Dan O'Connor can convince Big Pharma that Oncosec is the next big thing (SITC data is strong fire power) then we should get ready for a similar ride. I think Oncosec has the goods that Addaxes did not. Our time has arrived. Incyte should watch their back too.
I watched on the sidelines after I contemplated ADXS when it was $3. When it made that ride up I could not believe what I missed while adding to Oncosec as it went straight down from the Nasdaq listing price of $5.50 (after brief pop higher around $7 or $8). If Dan can line up some partnerships we will see the same kind of rise. If we hit 100 mil market cap soon....Loncar might jump on. After $5 more institutions can take a big bite.
If he can replicate the move ADXS made from 3 bucks to $30 with Oncosec then he will have earned it for sure. I believe that is in the cards in 2018.
2 million shares stock option is VERY GOOD incentive to get this stock price much higher. That is major retirement incentive if you ask me.
Not saying that at all. The comparison is based on Epacadostat which is unapproved and has similar results to Oncosec results. Apparently 10 billion dollars worth of Incyte valuation is based on this. Oncosec is valued at 70 million market cap so I believe there is much more value in Oncosec shares, so I think we can easily see $5, $10 or even $20 a share price easily with a market sentiment switch. Recent articles about this unbalance between Incyte and Oncosec seems to point this out.
Or, we pullback then retest the HOD and close higher. I'm being positive today. With all the potential to move much higher I am sure this will be manipulated to make people sell out of fear. Valuation way too cheap.
Hard to believe 10 billion dollars worth of valuation on Incyte is due to an unapproved drug that posts similar results to Oncosec results from SITC and Oncosec is valued at only 70 million market cap. If Oncosec were valued equally it would be worth around 200 bucks a share. Risk reward here is incredible.
Adam F. commenting on new Incyte article about market cap valuation. Anybody have this article yet? If so please post. This might be the reason for Oncosec spike today.