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.
Big move at hand folks. Get your shares before it is too late. News coming! Registration trial should begin enrollment any day now.
Anticipation of data by year end should have us back around $2. Good news will likely lead to FDA approval and a product heading to market. That is reality and the market will reward that.
Your loss then....turnaround is at hand.
For what my 2 cents is worth I think we are going to ride the most hated bull market of all times in the next year and see a massive surge in healthcare stocks with Oncosec getting their fair share of excitement too....a massive move to the upside on positive news is coming in the next year. Be prepared for the move.
Any time now we should be seeing an announcement that the registration trial is open for enrollment and that should have us moving up a bit. That would start us on a defined timeline with some data release by the end of the year. Good times ahead for Oncosec!
At the moment Oncosec seems more interested in spreading their technology around to other companies to move it forward while not fronting any money. If something big comes from a TAP collaboration then I would expect some decent money heading to Oncosec, I would hope. At this point the TAP deals will yield no money as stated in the Jounce PR- "For SEC reporting purposes, the agreement between OncoSec and Jounce is non-material". If some really good news comes out of these TAP deals I think much bigger fish may start throwing around tasty offers to buyout the company that could be too good to pass up.
Yes, I agree that Oncosec has a huge potential to disrupt current tech and the market is completely underestimating this. The TAP deals will help bring more data to the table without Oncosec forking out additional money. Time will tell, but I think something big is going to brew up soon.
When this announcement was made I highlighted this. This is very good news in my opinion. The fact that Oncosec is not making a bundle of money on the TAP collaborations has the market underwhelmed. The fact that this technology is apparently working extremely well will work in Oncosec's favor eventually. Say one of these TAP deals results in another company making breakthroughs while using Oncosec technology, that would be very lucrative for Oncosec I think. Could sweeten the buyout potential in my opinion.
James Allison (founder of Jounce) Has Unfinished Business with Cancer.
Good article about James Allison's Quest for cancer cure. Nice that we are now in collaboration with Jounce.
https://www.technologyreview.com/s/604086/immunotherapy-pioneer-james-allison-has-unfinished-business-with-cancer/
Watching and waiting for the June SEC filings to show up. Wondering if any funds are adding positions in ONCS before end of year news/ registration trial data. Maybe Merck buys in before any data comes out?
Fostering Medical Innovation: A Plan for Digital Health Devices
https://blogs.fda.gov/fdavoice/index.php/2017/06/fostering-medical-innovation-a-plan-for-digital-health-devices/
Well, if any of the TAP collaborations lead to a commercial product Oncosec would benefit from it either through royalties or through a buyout of the technology they have invested heavily in.
The more I read about Jounce the more I like that Oncosec is involved with them now.
Jounce has major institutional investors....that is what Oncosec needs and then we will be a $17 stock. Every new collaboration will get more eyes on Oncosec.
I like that Jounce is involved with Celgene in clinical collaboration. Puts more eyes with deep pockets on Oncosec.
Potential advantages of GENESISâ„¢ with TRACEâ„¢ for use in murine models include robust and conformationally-native in vivo expression of difficult proteins, including GPCRs and receptors that function in multimeric form. Moreover, the consistent results obtained with these technologies in heterogeneous tissues support reliable intratumoral delivery of a wide variety of DNA-encodable therapeutics across multiple syngeneic, xenograft, and PDX models. Using these technologies, OncoSec has expressed more than fifty proteins in vivo, including multimers and structurally-complex fusion proteins, and no protein tested to date has failed to successfully express.
Looks like more companies are starting to see the benefits of working with Oncosec technology.
The future will be good for Oncosec.
Still better to have ODD designation than to not have it when we get FDA approval in the near future.
Seems to me that giving Oncosec fast track and Orphan Drug Designation is recognition of the potential they have to succeed and I believe more funds will like the risk reward here as we are starting a registration trial. The timelines are not blurred so much now as in the past. Oncosec is on a pathway to commercialization by 2019 and good results in the next 6 to 9 months will confirm this. Just my opinion though.
More buying volume right now, so I would say the news has increased the pps. Looks like we are on solid ground now above the dollar mark.
We shall see. I will be keeping an eye on this quarters filings to see if any funds are adding Oncosec to their holdings with recent news and the start of the registration trial. I feel confident, but to each his own.
Being granted Orphan Drug status from FDA is better than not being granted ODD status. If Oncosec gets an FDA approval ODD status has sweet incentives.
Oh, well, there we have it. I thought we should be up higher on Orphan Drug designation.
Oncosec didn't pr the orphan drug designation (ODD) today so I wonder if they intend to do that and if the stock movement today was just a reaction to the conference yesterday. A pr of the ODD might get more price movement upwards.
I certainly hope we do get to that market cap. I just think the market has been so hard on Oncosec over the years that it might take some time with concrete revenues coming in to convince the market that EP-IL12 isn't just science fiction, it is a medical reality. At some point I do believe that Oncosec could have a billion dollar market cap with a deeper pipeline and less risk in the eyes of the market.
My gut tells me we hit the uplist price around $5.50.....then with actual revenues for the company, the market will take us higher. Like I said I think we probably get a higher overshoot in the stock then a profit taking selloff. In any case I think the risk reward here is great at this point. Oncosec just needs to deliver the results. 30% response rate in the registration trial is a low bar but that will get an approval.
We trade at cash value now but if we get FDA approval with 2019 as target date for product hitting the market we will not be a $1 stock even you can agree with that Dr. LOW. I speculate that puts us in the $5 to $6 stock price range and probably overshoots that target. So risk reward here is very good and the ODD status is just icing on the cake if things do work out like I expect. I am a risk taker myself, and I like the odds on Oncosec right here.
Added another 450 shares today. Oncosec is way overdue for a move back up.
Regardless of the ODD designation Oncosec will be first to market with the fast track designation to address the refractory population in melanoma and at such a depressed stock valuation any good results coming out of the registration trial will correct our market cap quickly. This will happen over night. We will be up 300% on good results.
If other therapies don't compare to electroporation with IL-12 then Oncosec has a long runway with their combo therapy, 7 years exclusivity that no one else can exploit their platform. Next we get BTD designation and good results. The roadway is being paved for Oncosec success and the FDA is on their side. We are looking good going into the registration trial.
Titan, I just re-listened to the presentation and Punit said they expect full enrollment by June 2018. I do believe they will get the ball rolling by the end of this month though. They know there is too much at stake to f..k this up now. We should see some interim results by the end of the year or first quarter 2018. Anything positive at all and next year will definitely be our year of turnaround.
Now that is nice to see JNJ has their eye on this company. May draw some attention to Oncosec if we wind up in a deeper collaboration with these guys.
Are they planning an IPO? I would love to see a deal with Oncosec. I remember watching the presentation they made at Oncosec's investor day and I was impressed with what they are doing.
Titan, is there any information out about Oncosec's collaboration with this organization.
Maybe it is Merck? Testing out Oncosec's tech themselves?
Maybe the other Tap deal is with a possible future partnership that Oncosec does not want to announce yet? Maybe?
I think we are in good shape here. I think they will be able to raise money by year end without diluting shareholders, at least that seems to be a priority from what it sounded like on the conference call.
The Long-term picture here will become clearer.
Long Term follow up data for Keytruda proves that Oncosec is working with the right Big Pharma!
I like that Merck has been closely involved in guiding Oncosec with the trial protocol. This clearly shows how interested they are in what Oncosec is doing. $15 million dollars worth of drug supply (supplied by Merck) is not chump change and Oncosec clearly wants to create value here by focusing squarely on this registration trial to get an FDA fast tracked approval. If they get it Merck will definitely be our Partner rather than a collaborator. Oncosec could become a subsidiary of Merck with Merck funding all future combination trials involving Oncosec's EP-IL12 + Pembro indications.
Encouraged by the earnings conference call. Oncosec has reduced costs and is looking to extend cash runway through the entire PICES trial hopefully through dedicated institutional investors. I believe they will be in fine position to raise money at a higher price once interim data for registration trial comes in by year end. I like that there was an additional analyst from National Securities on the call with questions too.
With Oncosec's remaining warrants executable at $1.69 we are looking way under valued here going into earnings. Would love to hear about a licensing deal on the conference call today. Punit needs to inject a massive dose of confidence into the market with the start of our registration trial today.