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They IPO'ed at $10 a share. Not many know that.
Innovative Clinical Trial Implementation and Manufacturing Capacity Production Fueling Biotech Sector Growth
http://www.prnewswire.com/news-releases/innovative-clinical-trial-implementation-and-manufacturing-capacity-production-fueling-biotech-sector-growth-603372746.html
What’s behind those billion-dollar biotech deals? Often, a whole lot of hype
https://www.statnews.com/2016/11/28/biotech-biobuck-deals/
That's a good one :)
Scientists put mouse embryos in suspended animation for a month
- It has potential implications for various fields of medicine.
https://www.engadget.com/2016/11/23/mouse-embryos-suspended-animation/
China backers help bankroll a $100M mega-round as an influential antibody engineer readies trials
https://endpts.com/china-backers-help-bankroll-a-100m-mega-round-as-an-influential-antibody-engineer-gambles-on-the-clinic
Check out the price action from February 2016 till the end (you'll need to skip to older prices using arrow button). Similar pattern could be seen with HTBX i.e. going from low/mid/high ones to 2s then back to ones for a bit and then gradual liftoff after BPs show interest.
https://www.google.com/finance/historical?q=NASDAQ%3ACPXX&ei=GVE7WMnJM4qPmAGcz5m4Dw&start=60&num=30
It is also interesting to note that they did not do a phase I study for the EP IL-12 + Keytruda combo. The FDA was apparently OK with beginning the combo trial from phase II(b). There seems to be a pattern of confidence with this combination treatment from the company for sure, and if the FDA gives the green light to go ahead with the registration trial, perhaps from the FDA as well. Whether that will work out or backfire in the long run remains to be seen.
Just for comparison, ONCS's collaborator Heat Biologics had to start their HS-110 + Opdivo combo in NSCLC from phase I. Not everyone gets a pass to start combination trials from phase II it seems.
BTW I am long HTBX as well.
New tricks in canine cancer research may improve treatments for humans, too
http://wpo.st/HAcH2
Bloomberg weighs in: Nature's Cancer Sticks - How American Spirits Sold the World on "Natural" Cigarettes
https://www.bloomberg.com/features/2016-natural-american-spirit-cigarettes/
Courtesy of EVplusEV on StockTwits
House to Vote on Bill Aimed at Speeding Approval of Drugs
http://nyti.ms/2g43129
JUNO, KITE – CAR T-cells may transform blood cancer treatment, but concerns remain about safety, availability
http://www.healio.com/hematology-oncology/leukemia/news/print/hemonc-today/%7Bd14fee4d-3721-4985-b229-916f7e42f5fc%7D/car-t-cells-may-transform-blood-cancer-treatment-but-concerns-remain-about-safety-availability
Johnson & Johnson Reportedly Wants to Buy This $17 Billion Biotech Firm
http://for.tn/2fYXAkH?xid=for_tw_sh
Cancer MoonShot program aims for universal cancer vaccine by 2020
http://www.auadailynews.org/cancer-moonshot-program-aims-for-universal-cancer-vaccine-by-2020/
Btw, I think it is important to note that Pierce's first consulting venture outside ONCS is at a prominent non-profit research institution and not a different pharma or biotech.
For those who are new to the stock, even though Pierce is now a consultant and not a "full-time" employee, he is still the Chief Scientific Strategist of the company.
http://oncosec.com/who-we-are/
9th Annual Biotech Showcase
January 9-11, 2017
http://www.ebdgroup.com/bts/core/participating-companies.php?_ga=1.93738717.1712021126.1476386446
Thanks for sharing.
Has anything good ever come out of the University of Leuven? Yes, Complix!
http://focusonbelgium.be/en/business/million-dollar-deal-complix
She is still a VP in R&D at OncoSec, in 2016.
https://www.linkedin.com/in/jean-campbell-46100a16
You can also hear from her on the Analyst day webcast if you skip to the 1:54:50 mark.
http://edge.media-server.com/m/p/i6ug66hu
Oncology is a broad term, but as far as eliciting immune response in tumor microenvironments, maybe. We will have to wait to find out, which is why I said if they can prove the aforementioned advantages in clinical trials...
On a side note, dismissing the work of the many scientists at OncoSec with years of big pharma/biotech experience by projecting their work as a one man show driven by PD is a bit unfair, IMO.
Thanks for sharing. If they can prove this in clinical trials it will be big indeed. The fact that no one is doing it or can actually do it will add to the IP's value.
Fred Hutch, good for him. Thanks for sharing. Jean Campbell is also based in Seattle if I'm not wrong.
Biotechs down today due to JUNO news. Juno halts its CAR-T trial following another patient death.
https://www.thestreet.com/story/13903738/1/juno-therapeutics-car-t-study-halts-following-another-additional-patient-death.html
http://www.marketwatch.com/story/analysts-say-junos-stock-tumbles-should-spill-over-to-bluebird-kite-pharma-shares-2016-11-23
My guess is they are being encouraged by Merck to go ahead with it. PD said their collaborators have been giving them trial design feedback during Analyst day.
It would look embarrassing and SP would take a hit if the FDA rejected a premature application. So I'm sure (hope) they have a good reason behind what they are doing.
Electroporation in DNA Vaccination Protocols Against Cancer
http://www.eurekaselect.com/node/107222/article
Toxicities associated with checkpoint inhibitor immunotherapy
http://www.uptodate.com/contents/toxicities-associated-with-checkpoint-inhibitor-immunotherapy
It was a non-exclusive license btw, allowing Inovio to license their tech out to Roche as well.
I can't wait for ONCS to get the ball rolling with their licensing agreements. They went over a slide on Analyst Day talking about previous deals in the industry and upfront payments if you didn't get a chance to watch it.
It seems Merck's interest in electroporation of DNA vaccines goes way back (2004), even before ONCS existed. A Dhillon was involved in creating the relationship with Merck.
Gentronics (Inovio) and Merck Sign Licensing Agreement for MedPulser® DNA Delivery System to Support DNA Vaccine Delivery
http://ir.inovio.com/news/news-releases/news-releases-details/2004/Gentronics-and-Merck-Sign-Licensing-Agreement-for-MedPulser-DNA-Delivery-System-to-Support-DNA-Vaccine-Delivery/default.aspx
Merck Exercises Option for Additional Antigen for Use with Inovio Biomedical's MedPulser DNA Delivery System
http://www.businesswire.com/news/home/20050512005299/en/Merck-Exercises-Option-Additional-Antigen-Inovio-Biomedicals
Inovio Biomedical Receives Additional Milestone Payment from Merck Relating to Electroporation Delivery System for DNA Vaccines
http://ir.inovio.com/news/news-releases/news-releases-details/2007/Inovio-Biomedical-Receives-Additional-Milestone-Payment-from-Merck-Relating-to-Electroporation-Delivery-System-for-DNA-Vaccines/default.aspx
Anyone else aware of any investigator trials that were either complete or ongoing, that have led to a registration trial on the basis of interim data from as few as 15 patients?
American companies could spend a record amount buying their own shares in 2017
http://www.businessinsider.com/goldman-forecasts-record-rate-of-buybacks-in-2017-buybacks-forecast-2016-11
Biomarkers Define Future Age of Immunotherapy in Cancer
https://shar.es/1ILR6M
Agreed and I think we have the right person taking care of that.
You never know but Pfizer does seem to have some interest in electroporation in cancer. And btw, Pfizer has a huge war chest and is lagging behind MRK, BMY, Roche in immuno-oncology.
Ichor Enters into an Agreement with Pfizer to Develop Electroporation Devices for Use in Therapeutic Cancer Vaccine Regimens
Ichor enters into an agreement with Pfizer to develop next generation TriGrid electroporation devices for use in Pfizer's vaccine-based immunotherapies for cancer indications
http://www.businesswire.com/news/home/20140205005085/en/Ichor-Enters-Agreement-Pfizer-Develop-Electroporation-Devices
Pfizer snags electroporation device license from Ichor for cancer vaccine delivery
http://www.fiercepharma.com/partnering/pfizer-snags-electroporation-device-license-from-ichor-for-cancer-vaccine-delivery
Could a potential acquirer be buying as much as possible on the open market so that they can offer a high premium on whatever is left at not that great a cost to them? GL longs! I'm not in it now but wish you all the best.
No worries Jeff. And btw if I had to guess their first "fee-for-access" customer, my bet would be on Plexxikon (Daiichi Sankyo). It's been a while since we have had an update from the collaboration (2014).
Actually Jeff I said that based on her current job description bullets:
Kristen Qattan seems to be in charge of Business Development after the departure of David Meininger. Looks like we are in good hands.
That is good to know and keep in mind for articles from them going forward. Thanks xavierprivas.
To be fair, those "scientists" were defending the time immemorial belief that the earth was flat. The very few astronomers who were trying to prove these guys wrong were the ones being ridiculed.
As for the PD1 receptor situation you describe, as I do not have a science background, I would like to use a simple analogy to explain what I think hschlauch is trying to suggest, and what ONCS and KU Leuven are perhaps trying to accomplish.
Imagine the tumor cell as a computer, PD1 receptor as its CD drive, and the checkpoint inhibitor as a CD with valuable information that we want to feed into the tumor cell. Are we absolutely sure that we will never be able to find another means to feed the information contained in the CD to the computer? Perhaps we could use a USB cable to feed the same information directly. You get my gist.
Lastly, and not the crux of my argument, and not always but sometimes, dismissing ideas just because they do not come from people with scientific expertise, might not alway be productive. We all know how a patent office clerk turned the world of physics upside down with his groundbreaking papers in the early 1900s. Not comparing the OP to this person by any means, just saying ideas could come first as thought experiments and the science to back them up may, or may not, come later.
Absolutely, John. All the best to you too!