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Oncosec 2.00 a share today could easily be 20.00 a share tomorrow on a licensing deal or buyout. Way to risky to hold in a margin account. Nobody is stealing my shares. We all know what is going to happen here...just a matter of time.
That is what I thought. I have never used a margin account for that reason. Oncosec is so volatile and would be too risky to hold in a margin account if you are a long holder waiting for the eventual big move higher.
That is what I thought. If my broker sold all my shares without my knowledge I think I would have a heart attack.
Yeah, Titan. It is great the volume is very high on a daily basis compared to no volume for years. Made my eyes bleed looking at the charts. We seem to be very strong above 2.00 now.
Somethings up. Price just made a swift move up.
I think a Broker cannot touch your shares unless they are in a margin account.
Does that pertain to having your shares in a margin account?
Titan, any positive data from Oncosec TNBC pilot study could prompt Merck to initiate a combo study with Oncosec for this indication at some point.....more reasons for an Oncosec buyout. Merck is enrolling a phase III TNBC trial. They will be interested in this data for sure.
Definitely feels like it wants to jump higher. Least bit of good news and we will be off and running again.
Analysts give Incyte a 60% chance of getting epacadostat approved in skin and lung cancer indications and an estimated $100,000 per patient price tag, 3 billion yearly sales by 2025. Adam F. recently compared Oncosec to Incyte. 10 billion dollars worth of Incyte market cap is based on this unapproved drug. Speculation of a takeover by Gilead has pumped up their share price upwards of $140 a share this year.
recent article about Incyte:
https://www.investors.com/news/technology/incyte-cancer-treatment-uses-patients-immune-system/
I am only posting this as a comparison to show just how undervalued Oncosec is compared to Incyte in market cap. Oncosec treatment would likely be cheaper and undercut Incyte's $100,000 analyst price estimate. Oncosec may have a nice competitive edge over other treatments regarding safety too.
If Oncosec can get just a sliver of the partnership interest that Incyte has gotten......boom! We will be at $20 or more a share.
The clearing out of the warrants says they are preparing for a move up to the big leagues soon.
Barchart.com still rates Oncosec a solid BUY short, medium, and long term.
https://www.barchart.com/stocks/quotes/ONCS/opinion
ADX line is at 58.4 (very strong trend)
If the S-1 filing today is a registration for outstanding warrants I guess we shouldn't worry about them being executed until we have another big spike in share price?
That's what I thought. Love waking up to market fears and selloff. Those who really know what we have here hold on through all the tree shakes. Need some excedrin now.
Looks like they are just getting things in order. The newest warrants are not executable for 6 months at 2.26. They just announced raising 9 mil from the warrants the other day right, so this is not a new offering from what I see, right?
Jeff, this just looks like a filing for all the warrants from the recent offering plus the additional warrants offered to the investors for executing the previous October warrants. If all warrants including the newer warrants are executed then that would total 11 million dollar proceeds to Oncosec. I think that is what it is. I could be wrong.
I think you are absolutely right about that Titan. No other reason to have brought Dan O'Connor on board if not to stir up interest from other companies. 2 million share stock options awarded to Dan is good incentive to get this done too.
I think any major interest from other big pharma will have Merck shaking in their boots and force a buyout of Oncosec at a premium valuation.
Merck has alot of reasons for an Oncosec takeover in that they could go after non-responders in any indication Keytruda is approved for. So far TNBC and Head and Neck cancer seem like the obvious choices to start with. NSCLC would be big.
Pembrolizumab TNBC trial results from last year only yielded BORR of 18.5%. Oncosec should be announcing some TNBC data in the near future. Oncosec recently said the trial was slow to enroll but do have 5 people enrolled now. Enrollment is ongoing. I am sure Merck will be interested in any positive results in this Oncosec trial. That could set the stage for another combo study between the two companies after Merck has an approval for TNBC which may come by end of 2019.
link to Pembrolizumab article on trial in TNBC:
https://www.medpagetoday.com/hematologyoncology/breastcancer/57727
Merck now is enrolling a TNBC phase III trial to be completed in 2019.
Link:
http://www.merck.com/clinical-trials/study.html?id=3475-355&kw=TNBC&ctry=United+States
Just looking into the future to imagine what Merck might see past Melanoma FDA approval with Oncosec combo trial.
If PISCES succeeds and Oncosec also presents some positive results from their TNBC trial it is likely that Merck and Oncosec would initiate a collaboration in TNBC. Seems like a no-brainer for a second collaboration.
This is also more reason for Licensing or outright Buyout of Oncosec after positive PISCES results.
Also Merck has similar BORR for Head and Neck cancer as TNBC. Oncosec has already shown some proof of response in Head and Neck cancer too. Another possible combo trial could be intiated based on these findings from Oncosec even though it was just a few patients worth of data.
Sabby recently added 42,150 shares to their Oncosec holding. They now own 4.77 % of Oncosec. Nice to see they are still onboard and adding to their position.
I think you are absolutely correct, this is a cleanup job before the PISCES results next year lifts the share price much higher from current level. Oncosec is preparing for SUCCESS next year with PISCES trial. Any good news such as a licensing deal or TNBC data and that will move the shares higher before next year. Good times ahead. We have been patient enough so what is a little more time here.
Yes....but Oncosec should bounce back fast. The Investors from the offering must have alot of confidence to fully execute all the warrants because they liked the SITC presentations and see this going much higher. The O/S count is still low for this size company I believe. The demand for Oncosec stock is only going to increase going into next year. Any surprise announcements like a licensing deal for the multi-gene construct and we will be moving up fast.
Excellent SITC data from Oncosec and a very positive market reaction today to that data prompted Investors to fully execute the warrants because they know what is coming in the weeks and months before and after PISCES data release.
Dan O'Connor likely gets the ball rolling on the deal front for Oncosec....and the consensus view from SITC data is that the PISCES trial will replicate those results. We are only headed up here. Fools panicked and sold today at close. They will be chasing the stock now to get back in if this shoots up tomorrow....and I think it will.
I agree Titan, Investors want those share now in anticipation of the REALLY big move to come. The move to $3 dollars today was peanuts. Oncosec is worth so much more. We are just getting a taste right now. We long-term shareholders deserve a big payout for enduring a painful ride the last few years. It will work out in the end though, I fully believe that.
Will bounce right back. There should be less worry about any more cash raise for the next year now. We know about the warrants, good news will carry Oncosec higher for long term shareholders. Traders will be flipping this every day and having a heart attack.
Exercise of warrants from recent offering plus granting of additional warrants at higher price. Oncosec will be well funder throughout next year to get through PISCES trial results. This is short term pain.
Warrants executed...short term drop. Hang on longs!
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) is a financial INSTITUTION that just opened a stake in Oncosec.
Pause...them BOOM! Here we go. Going higher guys!
Should see more SEC filings soon. Open market buys have been happening for weeks surely.
Shorts need to go home now because the bulls are in control here. We are going much higher!
Retail moving out and Institutions moving in.
Triplet Combo with Multi-Gene/ep-il12 and pembro for first line therapy could be the next step after fast track PISCES approval? Anybody think that might happen? and maybe get the therapy to 80 to 90 % BORR. Could be the next step or a triplet approach in TNBC. Just speculating where this might go next. That would be ...beyond YUGE!
I agree Twiz. I also think that enrollment for PISCES will be quick. Many people have no other options after failing Opdivo or Keytruda. Oncosec SITC results are a real ray of hope where there is no hope left.
Oncosec will most likely be the first approved combo therapy for previously failed checkpoint therapy patients next year. Too great a need for this...so it has to happen.
Oncosec data at SITC looks solid to me. Of course the trial results are based on patients "predicted" to not respond to checkpoint therapy and selected using bio-marker data. Given the current data results there is a good chance that the PISCES trial will succeed....which means clearing that hurdle next year will take breaking the 30% responder threshold. I think Oncosec will at least see 30% positive results gaining an accelerated approval.
There were 4 patients who had previous checkpoint therapy and two of which had Keytruda....1 complete responder and 1 partial responder from this set. The 1 CR patient was the significant patient that Adam F. previously mentioned. So still we will have the same question in the air until PISCES results next year. That is the risk here, but the market seems to be much more comfortable with Oncosec and the PISCES trial underway, and Dan O'Connor at the helm.
Whichever company you favor, DVAX, Idera, Oncosec, Ziop, there will be room in the market for all of these companies, but Oncosec right now remains the most undervalued of them all in my opinion. Only time will tell which company has the best therapy with the best real-time results.....as opposed to predicted results.
I agree this time is different. We are seeing massive daily volume, and that has to be other big investors and Institutions buying in. We will see shortly as more SEC holders filings start to pop up in the next few weeks and months. It is really exciting to be an Oncosec shareholder right now. It just feels like we are on the brink of an amazing run and an acceptance of their cancer immunotherapy platform....not just weird science anymore.
Titan, if the multigene construct has major market disruption possibility I fully expect Dan O'Connor to get some big pharmas more motivated to make a deal. Anything is possible now with the new CEO at the helm of Oncosec. On the conference call Algazi mentioned Merck's interest in other tumor indications (if I heard correctly...pancreatic cancer). Merck I think is definitely interested in what Oncosec has besides just melanoma. They have a front row seat to everything Oncosec is doing but it may take major interest from a competitor like Bristol, Roche, or Amgen before they make a major financial investment. They don't always make the best acquisitions in my opinion, like Cubist for $8 billion. Just imagine if Oncosec gets an FDA approval next year. Merck may actually have to pay multi-billions to get a buyout of Oncosec. It seems the consensus opinion about immunopulse ep-il12 is that it should work equally well in other indications. Merck may be willing to take the risk and pay up bigly (buyout) next year after an actual FDA accelerated approval with the intention of expanding the platform to many more cancer indications.....and not worry about Oncosec licensing to competitors.
With Dan O'Connor as CEO now, I am more confident in my investment than I have been in the last 4 years. I like Punit but this CEO move was absolutely the right move at the right time and the market is proving that it was an excellent decision.
I also believe that as a comparison, the Advaxis stock price move from around $3 to $30 is a completely possible scenario for Oncosec too. Any possible unexpected news like a partnership on the multigene construct will have us heading in that direction even before PISCES news next year.
Amazing that not a single responder in the study results today have shown any signs of remission! They are staying cancer free.
Dr. Alain Algazi on the conference call this morning mentioned giving a talk at a Merck Asco meeting in which Merck expressed interest in an endoscopic approach to pancreatic cancer ( I believe in relation to Oncosec's platform).....and Algazi mentioned that Oncosec team was working on the next generation electroporation devices to address deep solid tumors. This sounds to me like Merck would be very interested in using ep-il12 pembro combination in other tumor indications.
Yeah, okay. ...It is so insignificant that the FDA decided to give Oncosec Fast Track Approval based on this size trial.
What stands out to me in the charts is that of the patients that do respond, they respond well and become complete responders but at different lengths of time. I wouldn't be surprised if those 2 partial responders also become complete responders as they continue treatment. The data looks great. A wonderful followup to last years data release.
Jeff, we might just see that 70% pop after all...HA HA! Loving it!