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Merck at some point will throw some more weight behind Oncosec, it's just a matter of time. Merck is in the midst of a long term turnaround under the direction of Ken Frazier and the success of Keytruda is a big part of that. If Oncosec can open up the floodgates to the majority of non-responders to Keytruda, Merck will pounce on it bigtime.....and pay a hefty price, they are used to paying up big and they will do it again.
The Results were fantastic. Step by step we are getting closer to a pivotal moment with combo data release soon. My gut feeling that I have had since Dr. Pierce joined Oncosec is that why of all the companies doing combo studies with Merck would he stick his neck out and join Oncosec if he truly didn't believe they had the platform to change non-responders to Keytruda into responders. There has got to be some validity to that.
Was it a whim that Oncosec took a subset of patients and administered the PD-1 after monotherapy treatment? I don't recall any information being released about taking patients from the long-term monotherapy trial and doing a teaser run before the combo trial data release. If they actually did screen this subset of patients with the Biomarker test and they were non-responders that would be stronger validation for the combo trial data to come out this fall. Even though it was not a requirement for the monotherapy trial I wonder if Oncosec did screen this subset of patients with the Biomarker test and didn't release that information. Just curious if there is some crucial missing information in all this.
I just e-mailed them. I think this would be an important piece of information if those patients were screened using the Biomarker test. We will see.
OncoSec Presents Positive Melanoma Clinical Data at American Association for Cancer Research (AACR) Annual Meeting 2016
This was the data release on April 19th in which a subset of 8 patients had a %75 response rate to EP-IL12 and Pembrolizumab. Anybody know if these patients were screened using the UCSF Biomarker test? Were they non-responders is what I am wondering.
The point of the T-Cell Exhaustion Marker data is that Oncosec can accurately choose people who will not respond to Pembrolizumab monotherapy and enroll them in the combo trial. This is the large population of cancer patients we are going after not just the people who respond to pd-1 monotherapy. This is a very risky trial but the rewards will be huge if Oncosec can turn non-responders into responders. This is a small trial so the accuracy and detail of every aspect of the data is extremely important. Knowing 100% that all patients enrolled in the combo study are non-responders is very important.
OncoSec approached REV·1 Engineering with a need for a new Electroporation & Genetic Payload Delivery device to reach internal cancerous tumors that could not be reached with their skin-based device.
REV·1 developed multiple design solutions addressing how to access the tumors, stabilize them, and deliver OncoSec's proprietary Genetic Payload, followed by electroporating the tumors.
REV·1 designed a simple hand-held unit that can be introduced in a minimally invasive out-patient setting to access tumors deep in the body. Currently in pre-clinical trials, this device, combined with OncoSec's proprietary gene therapy, will radically change the treatment of these deep-in-the-body, life-threatening tumors.
If we report positive results this fall in the combo study, I think it will be very interesting to see the next phase of development regarding the new electroporation device for deep solid tumors. The commercial implications for this device which can be used in an out-patient setting would be huge.
licensing deals would be great. Sales projections Oncosec made earlier this year sound very lucrative if we turn profitable by 2018. These profits are only baed on melanoma. Factoring in TNBC and other solid tumor indications and this could have a serious snowball affect longer term.
That's what I am hoping. Just wondering if there is any underlying financial reasoning why the share price isn't higher today on such obviously good news. Keeping the faith here as always.
You are right. I would agree that the release of the data should have been reported before a shelf announcement. Anything that spooks investors is not good.
I would consider the share drop panic selling, not dilution. No additional shares were offered so the outstanding share count is still the same.
Hey Titan, I was wondering if you might know if Oncosec would owe any money to UCSF for the use of the Biomarker test and if Oncosec would owe them any kind of royalties later on when we are successful. Just curious about the financial ties with UCSF now and in the future. Appreciate any insight you might have about this question.
The S-3 filing was a registration to issue debt, stock, and warrants up to $100 million.....a shelf. They actually have not done an offering yet. This just sets up a maximum limit. I seriously doubt they are going to do a huge offering unless they fail to get a partnership when combo data comes out. So this good news is out before doing a dilution which should help support the share price from dropping further. But who the hell really knows.
Good sign from this publication of data that we will likely be looking at a high positive response rate in the combo study. This is very positive news. We should open up higher tomorrow with this news I would think.
Nomura Holdings Inc. added 29,300 shares, Sabby now holding 608,052. Someone else must have bought the last offering.
Vanguard Group slowly adding Oncosec shares. They added another 13,025 shares as of last quarter updates. Renaissance Technologies LLC added 79,800 shares. KCG Americas LLC added 18,885 shares. Northern Trust added 9,972 shares. Curious to see where Sabby stands right now if they were the buyers in the last equity raise. I have a feeling it was them. Still no filings by any institution for that offering though.
Agreed. Scoring a huge buyout would equal success too....and the product would move on through bigger and more capable hands. Win Win for Punit and all shareholders.
Cup and handle pattern formed again on 3 month chart. Just looking at this for kicks. Cup and handle with a double bottom. Let's see if the handle forms and heads into a breakout on any good news in the next month or so. What the heck, charts can be fun to watch too.
Fingers crossed here. Hopefully we get the news we need to break us through the wall of uncertainty....and get much needed institutional support and a solid floor under the stock price.
I truly hope that Oncosec is successful going the licensing route. If that happens and we can generate around 300 million a year in revenue than this company would turn into a certifiable growth stock with a market cap in the billions. Wealth beyond belief is why anyone takes the risk in small bio companies. I hope Oncosec pulls it off. I truly believe they will; the data to this point gives us good hope.
I would have to say that Punit was being overly optimistic about short-term partnership possibilities in the past year since listing on the Nasdaq. The share price has been on a downward spiral since the listing. Inovio had a huge run after the partnership deal with Roche which is now squashed. Punit raised a ton of money for Inovio and will continue to do so with Oncosec to achieve his ultimate goal in advancing his own company. I believe in Oncosec being successful, but I also believe that this is Punit's baby and if he cannot get partnership deals yet to fund the trials we are in for more dilution. That being said, good combo results could still absolutely result in a great partnership like the Inovio and Roche deal and set us off on a huge run. Let us hope this is what happens. Otherwise I just think this will be a longer waiting game until product gets approved and we turn profitable. Punit may actually not want o give up ownership of this company. Looking over the s-3 filing closely I noticed that there is some lingo in there that firmly protects Oncosec from hostile takeover bids and prevents shareholders from receiving a premium for their shares without board approval. I think we all win in the end though....patience.
Oncosec is probably preparing to raise more money if they don't get partnership money right away after data release in the next few months. They are keeping options open in case this is going into go-it-alone mode. It would be sweet if Merck would drop a little money our way and take a small equity stake in the company. Example- Biomarin and CPRX, Catalyst rose about 500 percent with an equity stake by Biomarin and other Institutional investors over a one year period. Phenomenal for shareholders, Just speculating, wishful thinking. Oncosec will need more money for the registration trial and also advancing TNBC to the next phase.
Wondering if that is an attempt to keep the volume low and share price from rising today.
This New York Times article probably sparked the boost in volume yesterday. After reading the full article I conclude that the results from Opdivo and Keytruda treatments are phenomenal and that Oncosec is right on track to address the shortcomings that are boggling scientists minds... a) turning non-responders into responders and b) reducing adverse affects of chemo and radiation. Oncosec can do both of these with electroporation and IL-12 in combo with keytruda. I can't wait for the combo data to come out and really get this ball rolling.
As we get closer to the Combo trial results this fall we will be seeing alot more days like this I think with huge volume. Game on!
Merck reported positive earnings today. Keytruda will be a huge growth driver for them in the years to come. Any positive combination trials with Keytruda such as the one ongoing with Oncosec will translate into higher share prices for both companies stock....plus help cure the millions of cancer patients not even diagnosed yet. We need continued innovation in the oncology field like what is happening at Merck and Oncosec.
Volume keeps increasing. Must be news out this weekend! Squeeeeeezzzzzzz!
Maybe news coming out this weekend to stir the share price up?
Wonder why no pr for this seminar today?
Oncosec will be presenting at Rodman and Renshaw 18th Annual Global Investment Conference September 11-13.
As I recall in 1997 Microsoft made a cash investment in Apple of 150 million dollars at a time when Apple was nearly bankrupt. Apple took that money, turned their ship around and is now the largest valued company in the world today. If you asked most people back then if that was possible they would have thought you crazy. Just like the Mac challenged the PC, Electroporation and Immunotherapy will challenge Chemotherapy. Competition sparks innovation and change. All good for a good cause....saving lives.
Why so negative on Oncosec Dr. Low?
Merck and Oncosec will probably do a combo study for TNBC if the Combo study in melanoma is positive. I would advise people to keep an eye on Merck's expansion of Keytruda. Like a snowball, the more expansion of their oncology program with Keytruda will mean more bucks to spend on buyouts and partnerships. Merkel Cell and Head and Neck cancer combo studies with Keytruda could eventually
be pursued down the road since Oncosec has proof of concept already in those indications. Lots of possibilities in the future besides melanoma.
Dr. Pierce greatly helped get this Company off the ground. I am confident that he will remain a part of this company going forward even as a consultant. I like the fact that Oncosec is providing sales predictions for when they get the combo melanoma indication approved. It may take a few years but if they do meet this goal.......think Apple around 1999 trading for a buck until the iPod hit 5 years later, then the iPhone. If Oncosec hits with Melanoma and them Solid tumors there after we are probably looking at a profitable mega growth stock here in the early stages. Look out!....Here come Oncosec!
Simply showing more proof of concept with the Head and Neck info. The melanoma combo study with Merck is the most important trial...make it or break it time. If that goes well then maybe Merck will do a combo study with Oncosec for Head and Neck cancer at a later date. Oncosecs latest Investor Pack does list solid tumors in their list of current trials. I think we should be getting an update on TNBC trial some time soon. Solid tumors will take second stage to melanoma for now.
Maybe they aren't recruiting for this trial because they were interested more in showing additional proof of concept to support their current combo study. By end of year they will have the data they need to gain partnership money hopefully and this study will lead to another combo trial with Merck.
FUTURE LOOKS BRIGHT FOR ONCOSEC....AND SHAREHOLDERS WITH PATIENCE. You can't cure cancer overnight, but we are headed in the right direction.
MERCK AND ONCOSEC...EXPECT MORE COLLABORATIONS IN THE FUTURE AS ONCOSEC ADVANCES TO SOLID TUMORS.
https://www.thestreet.com/story/13609867/1/merck-extends-cancer-immunotherapy-reach-to-first-line-lung-cancer.html?puc=yahoo&cm_ven=YAHOO
ENTREPRENEUR.COM mentions Oncosec as one of four promising startup companies disrupting the healthcare industry with targeted cancer treatment.
https://www.entrepreneur.com/article/277349
Are you suggesting Oncosec do a combo study with vicks vapo rub?