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That is good news. Looking back over the data release it does appear that they were implying that the 9 patients were previous pd-1 failures and that 3 of the 9 went on to have a response with combo therapy. That is what we needed to hear. This is probably why the share price went down today because 33% is lower than the 48% CR for the current trial. The market is maybe predicting that the registration trial will produce a lower overall response rate of 33% based on this small subset of 9 patients. If that is the case and the registration trial produces a 33% CR than that is still good enough to get us to market where there is no real alternative presently for pd-1 monotherapy failures.
Patience will prevail with Oncosec. Looking over the data presented today shows that some patients are taking longer to have a complete response but are indeed having a response. From 6 to 12 months we have a response rate of 43% to 48%. That is fantastic, but the market is still looking for absolute proof of concept. All 22 patients were selected using the biomarker assay so they are all "predicted non-responders". We will need to see any data from newly enrolled patients that have absolutely failed monotherapy already. Look forward to this at the next Asco conference in June.
That is the key information we will be looking for today I think. If these additional 7 patients were included in the trial before or after the protocol change. If they were selected before the protocol change to the trial then we will be waiting until the Asco conference in June for the updates on any additional patients that were absolute failures to pd-1 therapy. Hopefully today is the day we get the data we are looking for. If they do report any positive results on the additional 7 patients and any of these patients were pd-1 monotherapy failures that were turned into responders to Oncosec combo-therapy then the registration trial will be full steam ahead. Good luck to us all here!
yeah, nope.
Adam Feuerstein simply tweeted today that the data release due out tomorrow may have caused the activity in Oncosec and the data appears to be the same as previously released. He must not be keeping up with Oncosec or he would realize that tomorrows data includes an additional 7 patients than the 15 reported on in November. Also the change in the trial protocol recently may mean that these additional 7 patients may have been non-responders to Keytruda monotherapy and not just more "believed to be" non-responders according to the bio-marker assay which they are not using now that the protocol for the trial has been changed.
Adam Feuerstein also not too long ago compared Oncosec to Ziopharm and said that Oncosec had better results to date than Ziopharm and compared their market caps...Ziop is currently 900 million vs. Oncosec at 27 million.....and Oncosec still has better data, so who is the more undervalued company....and this is according to Adam Feuerstein.
Maxim Weighs in on OncoSec Medical Inc (ONCS) Ahead of Immune Data Presentation
https://www.smarteranalyst.com/2017/02/22/maxim-weighs-oncosec-medical-inc-oncs-ahead-immune-data-presentation/
I believe we will be going up on 10 to 20 million share volume after conference, not down. I have complete faith in where Oncosec is headed. :)
As long as we close green today I am happy. Oncosec with a market cap around 30 mil trades nearly cash value and that is completely ridiculous for the potential here.
Volume is around 3 million now. Looking good from here. We are on the radar heading into the conference tomorrow. Likely to see a 10 to 20 million volume day soon.
Oncosec has always been a buy and hold investment for me. Knowing the long term potential of what they are trying to achieve has kept me fully invested for years now. Trials take time and money. I think 2017 is truly the pivotal year for Oncosec. This is the time to be in it to win it my friend. Good luck to us all with this.
If Oncosec can continue to hit that 40% number going forward with the registration trial the odds are undeniably good. They are turning non-responders to Keytuda monotherapy into responders to combination therapy. That is a big deal and Merck would likely step in Big Time.
Changing the Phase II trial protocol to include only failed monotherapy Keytruda patients going forward was to add more supportive data going into the registration trial that will begin soon. Positive news of these additional patients tomorrow will have a big impact here if that is what they are presenting.
Asco is absolutely a big deal. Oncosec would not be presenting there if they didn't have significant new data to share. I believe the current phase II trial protocol was changed to only enroll additional patients that have already failed keytruda monotherapy, so I think additional data will include a readout of these additional failed keytruda monotherapy patients. At least that is my impression.
Excited yet Dr. Low?....because apparently a lot of people are excited about the data and know that things are going up hill from here. Onwards and upwards.
Results are undeniably good. Now Merck or other Big Pharma needs to put the big bucks into the game and give Oncosec the respect they deserve for this breakthrough science. Here we go, lets enjoy the ride.
I believe we are in "Show Me the Money" limbo. We need positive data, announcements of any sort of partnerships and money to get this moving up. That being said I am excited and hopeful to hear good news regardless of the direction of the share price. I am still a believer in this technology going forward.
I am actually very excited to see the additional new patient data thursday. Any positive results will give us a much needed boost and add to the validity of the Oncosec platform going forward with the registration trial.
Looking forward to hearing the new data that will be released thursday. Great things are on the horizon for Oncosec indeed.
Hopefully progress this year will bring in greater Institutional investment. With such high volume trading in this past week it sure seems as if we are stiring up interest with data out next week and the inevitable start of the registration trial this year.
Shorts will try to crush the stock before data next week. Large volume selling will be bought up. Whale wisdom.com reports way more buying on ONCS than selling in the last quarter. Funds know what is likely a turnaround year for Oncosec. We bounced hard off of 1.03 share price recently and trading at cash. Punit has no intention of raising cash right now with meaningful catalysts on the horizon. Stay long friends.
Oncosec plans to announce licensing agreement with their TAP program soon. This is a good step in the right direction to generating revenue while waiting on combination trial results and buyout or partnership with milestone money.
Keytruda is the best growth driver Merck has right now and more investment dollars will move into promising combinations. Oncosec and Merck inevitably will merge together in a deeper partnership with continued positive data. ASCO data next week will hopefully give us renewed life with the stock.
Next weeks data release at ASCO should be exciting. It will be interesting to see if the partial responders in Novembers data release have gone on to become complete responders. Also the ASCO data out next week will include the additional patients enrolled in the study. We are primed for good things this year.
Maybe Dr. Pierce has positioned himself at Fred Hutchinson to be able to funnel grant money to Oncosec in the future?
ONCOSEC Presenting DEC. 7th 4:00 PM at:
LD Micro IX Annual Main Event
December 6-8, 2016
Los Angeles, CA
http://www.ldmicro.com/events
I believe we are at a bottom here. I just placed a small sell order to offset capital gains in another stock and my shares were bought up right away. Hopefully that is a good sign.
Was their any mention of the TNBC trial?
Sabby added 225,952 shares in past quarter according to Whalewisdom.com. They are now at 834,004 shares total. A positive move of confidence.
RNN looks to finally break out. Bottom was put in; time to move back up.
Anybody know if a Trump presidency will affect the Joe Biden Moonshot program for cancer research funding in any way?
Pressure is off the Healthcare and Biotech sector today. Good sign. Something to think about is that Merck has a lot of overseas money that may be repatriated to the US under the new administration. A lot more money for acquisitions and partnerships will be on the table.
Yes, and what we have today is more proof of concept and that is why the combo trial will be ammended to include patients that have already failed keytruda monotherapy. More waiting and hopefully we get some exciting news at the investor day coming up.
I wouldn't expect that kind of money, but an infusion of a small amount for further R&D around 10 million would be nice. That would wipe away dilution fears.
I think the upcoming presentations will help, especially the investor day. Oncosec has a lot to offer in the future. The market is just not recognizing it today. Melanoma is just the first stepping stone. The next generation go-anywhere device for solid tumors sounds very exciting to me. Can't wait for the investor day. They may announce a partnership. We will see.
Oncosec needed to over deliver the interim results to get a much better reaction regarding share price. If the combo trial is ammended to finish enrollment with only patients that have already 100% failed keytruda monotherapy and we still get the 40% ORR they announced today that will hold a lot more weight to the final data next year. That should set us up nicely for the registration trial. This is going to take patience for long holders. Short holders will sell here.
Short term traders are going to be disappointed today....but the fact remains that a 40% response in patients that are likely to not respond to Keytruda monotherapy is good data. Amending the trial protocol will change the likely to absolutely and we will be on our way to an approved therapy and much higher stock price.
Example of real reputable scientists that have backed real science at Oncosec. He was obviously a very respected scientist.
Immunotherapy - Health Matters (good video about cancer and immunotherapy from San Diego-UCSD based Scientists. They discuss the hard science of immunotherapy and the inflection point we are in right now in cancer treatment shifts away from traditional chemo and radiation therapy). They Predict-immunotherapy treatments will be approved for all types of cancer with reduced toxicities and that there will be preventative vaccines for all cancers in the near future.
ASCO 2016 Update: Immunotherapy and Melanoma: Dana-Farber Cancer Institute
Combination Immunotherapies in Melanoma: