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Hopefully we will learn some things on Tuesday.
No, I believe the run-up will be slower and longer and will start sometime in Q1, 2015.
Is that why we've been sitting near 0.50 for most of the day?
(Balanced.)
Just trying to throw a little humor into a rather dreary day.
You may not have read my previous post on this topic:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=108805585
Yeah, these are run-of-the-mill results for a monotherapy trial. But the business model of ONCS is no longer that of a monotherapy company. I believe we'll see that come out more during the conference call on Tuesday.
Oh, and here is something to brighten your day:
http://www.wsj.com/video/immunotherapy-how-a-former-cop-beat-cancer/11325F03-9EA6-4B83-A2F9-619856C64ADD.html?mod=trending_now_video_3
Do you know what drug is being used?
I hope this brightens everyone's day:
http://www.wsj.com/video/immunotherapy-how-a-former-cop-beat-cancer/11325F03-9EA6-4B83-A2F9-619856C64ADD.html?mod=trending_now_video_3
At the end of the day this is what we all want to see and hear.
Guess what drug was used.
I believe some investors wrongly perceive ONCS as a monotherapy company. As such, the results PR'ed today might be perceived as underwhelming by some.
Perception may be reality, but it's not always accurate.
The P2B combination trial with Keytruda will become the watershed event which will either make or break the company, IMHO. Combination therapies will be the dominant paradigm for treating cancer going forward.
We will see a significant run-up going into the release of interim P2B data later in Q2 or Q3 next year. It will become a binary event.
Financials are not completely meaningless.
For one, you need sufficient money in the bank to pay employees, operationg costs, and to fund future trials. Should have little or no debt.
Having said that, you're right in that the science is the most important thing. If it doesn't work, it doesn't matter how much money the company has.
The PH-2b interim results later in the first half of 2015 will be a binary event for the company. It will either prove to a satisfactory extent that the technology really works in a combination trial, or it won't.
I expect the company to use part of the shelf and dilute either slightly before or slightly after the data is released. The timing will be driven by knowledge of how the trial is going.
There will likely be a PPS run-up going into the data release.
Thanks for the link... much appreciated.
Thanks... will take a look.
Do you have a link handy, or shall I Google?
Presentations are important, but they rarely drive a given PPS higher to any degree. Data does. Presentations do provide more exposure for the company, which is good.
Because of some of the ambiguity and missing information in the data, Punit was forced to use a "weasel word" in your quote. "May, instead of "does." Investors were looking for a stronger statement and a more complete set of data, IMHO, and that is in part why we saw the sell-off.
Merkel Cell Carcinoma.
The biggest problem is that most people don't know how to interpret the results and the results didn't include some important information (e.g. sub-cohort sample sizes).
I lost my father to melanoma, so I have a very personal interest to see ONCS (and other) cancer cure/treatment companies do well.
I do agree with you on this.
The sample size for the individual cohorts were not published (at least in the PR). That would have put a lot of "meat" to the study and would have made for a more compelling story.
Still, it's not a bad story by any stretch. Perhaps the expectations were simply higher for those with a lot of shares to move around in the short-term.
Tomorrow is another day, and future remains bright for this company, in my opinion. I believe they are on the right track and I see many potential combinatorial therapies down the road which can use their technology and delivery mechanism.
ONCS is not going away.
In this case, I do agree there is some confusion in the PR.
It most assuredly sounds positive, but I have to admit there is some ambiguity because certain data has been omitted, as you suggest.
However, overall, I still view it as a POSITIVE, as Mensa has also written.
Let's see what tomorrow brings.
Can ONCS use this data?
http://www.sciencedaily.com/releases/2014/06/140627113054.htm
Very unlikely that it's bad data.
Very well. We welcome and hope that this is enforced FAIRLY.
Thank you.
Google Dr. Richard Heller for starters.
They have an all-star team, if you know what I mean.
Do you know Punit's uncle?
Good. Then you know the world-class talent they've attracted then.
Well, I would say if they've done that they've done pretty darn good.
Do you know who Dr. Pierce is? Dr. Richard Heller?
This is the kind of talent they have attracted.
Do you know what Keytruda is?
The technologies are not similar other than the delivery mechanism, which has proven to be robust across different treatment protocols.
I see no correlation.
What is wrong with pumping and dumping?
I buy low and sell high. Rinse and repeat.
What's your beef?
Zero correlation.
You are speaking to a PhD in quantitative statistics with many years of successful investing experience.
It's accumulation before the data release.
Can't wait to get through this week!
0.72.
I hope I'm wrong, but I'd be happy with 0.80 since we didn't get the partnership (w/money) that we were hoping for.
My basis 0.47 for 390,000 shares. Your mileage may vary.
Dr. Pierce a "pump and dump" artist?
Please do tell.
Yes, sadly 0.63 is STILL the resistance in my opinion too.
Let's see what tomorrow brings.
I wonder how many shares each of the MMs carry for ONCS.
Tens of thousands? Hundreds of thousands? Millions?
Anyone take a guess?
You'll be fine in the long haul. No worries.
I don't know if there is an "official" distinction between the two, but here is my take:
A collaboration is a partnership, however, it's more limited in scope. For example, if Merck had provided money to go along with the P2B trial, it would have been regarded more as a partnership, as they would have more "skin in the game."
In its pure form, when you partner with someone you definitely are collaborating with them. However, when you collaborate with someone, it may not be a partnership in a narrower sense defined by business relationships.
Lots of gray areas between the two, context involved, and open to interpretation. Your mileage may vary.
I love all of the collaborations we're building! And yes, some will lead to partnerships!!!
David--you are exactly right.
This is exactly what is happening now.
Good luck with your investment.
Go ONCS! GLTA!
We dropped to #26 today. No worries.
After today, I don't want to see any of us talk about 0.63 ever again!
Up, up, and away! :)
The only short-term risk (into next year) is the possibility of dilution. And even then, the dilution should not be huge.
Thus, I believe we are largely de-risked (short of the overall markets tanking big-time) until the interim P2b results are published next year. That will be a quasi-binary event, with a run-up to the data release very possible.
Worst case scenario is that trial data does not show promising enough results going forward or that competition enters the marketplace with a better approach. Both seem unlikely in the short-term.
You got in at 0.18? Good for you! (Wish I could have done that.)
That's just a drop in the bucket considering all of the outstanding shares.
Still, it's a start to hopefully something much more than that!
Go ONCS!