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This is all that posted on Oncosec site: "April 26, 2018 | OncoSec Announces PISCES/KEYNOTE-695 Trial-in-Progress Poster Presentation at Upcoming ASCO 2018 Annual Meeting" which may just include trial design? It is not accompanied by an abstract which I think would be the place to include data and I think they missed the deadlines for that?
Yeah, I get what your saying, Data is different than Poster Presentation which describes more the design of the clinical trial itself.
Oncosec Medical Inc: Nexthera Capital Lp Bought Stake
April 27, 2018 - By Adrian Erickson
The New Nexthera Capital Lp Holding in Oncosec Medical Inc
Nexthera Capital Lp reported SC 13G form with the SEC for Oncosec Medical Inc. Access it here: 000101359418000322. As reported by Nexthera Capital Lp, the filler owns 5.1% or 2,614,297 shares of the Health Care–company.
Oncosec Medical Inc stake is new for [reportingPerson]. Date of activity: April 20, 2018. This shows Nexthera Capital Lp’s positive view for Oncosec Medical Inc.
SEC Form 13G.
Analysts await OncoSec Medical Incorporated (NASDAQ:ONCS) to report earnings on June, 7. They expect $-0.15 EPS, up 31.82 % or $0.07 from last year’s $-0.22 per share. After $-0.24 actual EPS reported by OncoSec Medical Incorporated for the previous quarter, Wall Street now forecasts -37.50 % EPS growth.
The stock decreased 1.91% or $0.03 during the last trading session, reaching $1.54. About 427,436 shares traded. OncoSec Medical Incorporated (NASDAQ:ONCS) has risen 44.62% since April 27, 2017 and is uptrending. It has outperformed by 33.07% the S&P500.
OncoSec Medical Incorporated, a biotechnology company, designs, develops, and commercializes gene therapies, therapeutics, and proprietary medical approaches to stimulate and guide an anti-tumor immune response for the treatment of cancer in the United States. The company has market cap of $79.28 million. The Company’s lead product candidate is the ImmunoPulse IL-12, which is in Phase II clinical trial for various indications, including metastatic melanoma and triple negative breast cancer. It currently has negative earnings. ImmunoPulse is an electroporation delivery device used in combination with the company's therapeutic product candidates, including DNA plasmids that encode for immunologically active agents, and to deliver the therapeutic directly into the tumor and promote an inflammatory response against the cancer.
That’s funny Trip 7’s, I just might do that – – but I’ll save that avatar for when there’s a buyout...
OncoSec Announces PISCES/KEYNOTE-695 Trial-in-Progress Poster Presentation at Upcoming ASCO 2018 Annual Meeting
4/26/18, 7:00 AM
SAN DIEGO, April 26, 2018 /PRNewswire/ -- OncoSec Medical Incorporated (OncoSec) (NASDAQ: ONCS), a company developing intratumoral cancer immunotherapies, will present a trial-in-progress poster presentation from its global, multi-center, registration-directed open-label Phase 2b clinical trial, PISCES/KEYNOTE-695, assessing the OncoSec's investigational therapy, ImmunoPulse® IL-12 (intratumoral pIL-12 [tavokinogene telseplasmid or "tavo"] with electroporation), and the approved anti-PD-1 therapy pembrolizumab, in patients with unresectable metastatic melanoma who have progressed or are progressing on an anti-PD-1 therapy. The poster presentation will occur at the upcoming American Society of Clinical Oncology (ASCO) 2018 Annual Meeting to be held on June 1-5, 2018, in Chicago, IL.
Details of the poster presentation are as follows:
Abstract Title: Trial in progress: A phase 2 study of intratumoral pIL-12 plus electroporation in combination with intravenous pembrolizumab in patients with stage III/IV melanoma progressing on either pembrolizumab or nivolumab treatment (PISCES). (Abstract #TPS9601)
Session Title: Melanoma/Skin Cancers
Date and Time: Monday, June 4, 2018 1:15 PM - 5:45 PM CST
Location: McCormick Place, Chicago, IL
Further details on the poster presentation will be provided in upcoming Company communications. For more information about this conference, please visit: www.asco.org.
About PISCES (Anti-PD-1 IL-12 Stage III/IV Combination Electroporation Study)
PISCES is a global, multicenter phase 2b, open-label trial of intratumoral plasma encoded IL-12 (tavokinogene telseplasmid or "tavo") delivered by electroporation in combination with intravenous pembrolizumab in patients with stage III/IV melanoma who have progressed or are progressing on either pembrolizumab or nivolumab treatment. The Simon 2-stage study of intratumoral tavo plus electroporation in combination with pembrolizumab will enroll approximately 48 patients with histological diagnosis of melanoma with progressive locally advanced or metastatic disease defined as Stage III or Stage IV. The primary endpoint will be the Best Overall Response Rate (BORR).
About OncoSec Medical Incorporated
OncoSec is a biotechnology company developing DNA-based intratumoral immunotherapies with an investigational technology, ImmunoPulse®, for the treatment of cancer. ImmunoPulse is designed to enhance the local delivery and uptake of DNA-based immune-targeting agents, such as plasmid encoded IL-12 (tavokinogene telseplasmid or "tavo"). In Phase 1 and 2 clinical trials, ImmunoPulse® IL-12 has demonstrated a favorable safety profile, evidence of anti-tumor activity in the treatment of various solid tumors, and the potential to reach beyond the site of local treatment to initiate a systemic immune response. OncoSec's lead program, ImmunoPulse IL-12, is currently in clinical development for metastatic melanoma and triple-negative breast cancer. The program's current focus is on the significant unmet medical need in patients with melanoma who are refractory or have relapsed on anti-PD-1 therapies. In addition to tavo, the Company is also identifying and developing new immune-targeting agents for use with the ImmunoPulse platform. For more information, please visit www.oncosec.com.
CONTACT
Investor Relations:
Stern Investor Relations
Will O'Connor
Phone: (212) 362-1200
will@sternir.com
Media Relations:
Janine McCargo / David Schemelia
Tiberend Strategic Advisors, Inc.
Phone: 212-827-0020
jmccargo@tiberend.com
dschemelia@tiberend.com
OncoSec Medical Incorporated (PRNewsfoto/OncoSec Medical Incorporated)
Cision View original content with multimedia:http://www.prnewswire.com/news-releases/oncosec-announces-pisceskeynote-695-trial-in-progress-poster-presentation-at-upcoming-asco-2018-annual-meeting-300636943.html
SOURCE OncoSec Medical Incorporated
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Nice find check, I didn’t see any abstract info and couldn’t find them earlier on the list at Asko so I thought they were going to miss it this year – – great to hear and appreciate the heads up.
I think your right on both counts. 2H of year with PISCES, but I was thinking that a partnership would drive the PPS above resistance of 2.20 then $4 is the next resistance technically speaking.
I'm guessing the partnership deal to be around 200 Mil. which would yield a $4 price target...?
Just picked up 6500 shares at $1.53 at 8:32 AM – – Chicago time that is. Nice bargain basement prices
Hey Sassy, I’m looking to do the same thing – – $1.60 but I got a wait for my deposit to clear today. Just wired some in on Friday
Good call, if the price stays this low Monday, I may pick up some more on Monday
What an amazing entry price point...$1.57
David, I'm the "Someone" and that was last Sunday that was mentioned at the Receptions. I was no looking for a 7 day calendar week, but the "next week" Sharon G. was referring to not this week but the next one. So if I were to say what was more likely (But not absolutely, as the week of April 23-27.
“Trip down” mean you’re in Canada?
Just kidding Man, it’s right in my backyard – – I wouldn’t miss it! I was just joking with Chick
You’re right, I think I’ll stay home
I would watch for a push down to 1.53-56 range, or a hold here at 1.68-73 range with a move back to the 2.22 resistance.
Yeh, but 1.68 violates resistance levels and the odds were greater that 1.76 would fill on a pullback than predicting the over shoot of support by .08 cents.
YAHOO!! Got my pullback for 22,700 sh at 1.76. @15:41
Now you're gettin' it ;o)
Got it Pazzo, will do.
Finally confirmed that I am registered for the reception in Chicago. What we have done in years past with conferences that other board members could participate in, Is that we would take questions from any of you on the board here and try to get those questions answered at the meetings. So I am inviting any of you – – if you have any non-stock related questions that you would like me to present to any of the speakers there, I’ll do my best to get them answered and report back and post them here on the board.
I thought others have you lived in the Chicago area, is there anyone else planning on attending?
Well I have a buy order in for 23K, but it ain’t at these levels – – I’m hoping for a bit more of a dip.
That’s my sheet of music too Akhs
I agree TJ, going to ride the day out and take a look at the candlestick before adjusting – – thank you much for the input.
Guy's, I need a nice small pullback to 1.75 here--I want another 23K but can't afford this level.
Yep HCIT, I think if valuation for ONCS pipeline were to be put together, I wouldn't be able to include the expansive potential the TRACE technology will bring. Most of Cancer tumor indications are below skin level and can only be taken by faith at this point in time, not to mention the multigene that should be able to out perform IL-12 being highly customizable.
HSCH also agreed with my observation that OncoSec is attempting to overthrow PD-1's performance with their own small molecule synthetic PDL-1 multigene cocktail. None of this stuff is in P1 clinicals and I just think it's too early to sounding the bells of buyout--not that it can't happen. And If you do think buyout -- what's the valuation for melanoma and TNBC data, cuz that's all we have at this time?
Not arguing TJ--BUT, I do think you have acknowledge that TRACE, multigene, and small molecule synthetic PDL-1 are all in their infancy and difficult in factoring into increasing ONCS overall value, but for Melanoma and potentially TNBC. I think for ONCS to get a sizable price tag, they would have to have Big Pharma extrapolate immunopulse PICSES data to other indications--Which I hope they do!
r
AK, I think that's fair. I also think that could double if there is a carry-over effect from a successful PICSES trial, if ImmunoPulse Platform will be seen by Big Pharma's applications to other Cancer indications, especially with OncoSec's ability to go subcutaneous with their TRACE tech.
TNBC number of new cases a year worldwide is 340,000. @ $25K (low ball) treatment cost mean OncoSec market value could come in at $8 billion.
Approximately every half hour, another woman in the US is diagnosed with triple negative breast cancer
Triple negative breast cancer (TNBC) is one of many forms of breast cancer but is considered the most deadly...OncoSec does well here, it can demonstrate potential for Breast cancer in general.
Forms of breast cancer are generally diagnosed based on the presence or absence of three “receptors” known to fuel most breast cancer tumors: estrogen, progesterone and HER2-neu.
A diagnosis of TNBC means that the tumor in question is estrogen-receptor negative, progesterone-receptor negative and Her2-negative. In other words, triple negative breast cancer tumors do not exhibit any of the three known receptors.
Receptor-targeting therapies have fueled tremendous recent advances in the fight against breast cancer. Unfortunately, there is no such targeted therapy for triple negative breast cancer.
TNBC tends to be more aggressive, more likely to recur, and more difficult to treat because there is no targeted treatment.
TNBC disproportionately strikes younger women, African American women, and those with BRCA1 mutations.
Playing devil's advocate to myself ater posting to Ahab that OncoSec is too young to be priced for a buyout :o)
Signs that 2018 will be a record year for pharma M&A
By Michael Jewell
01-03-2018
Michael Jewell, healthcare partner at sell-side mergers and acquisitions (M&A) advisory firm Cavendish Corporate Finance, writes an Expert View piece on the potentially busy year ahead for dealmaking in the pharma sector.
M&A activity in healthcare has been hectic in the past few months with big pharma a significant factor in this deal drive. There were some $11 billion of bids and deals in the biotech sector alone last month. What’s behind this renewed pharma M&A is blockbuster drugs coming off patent, competition from generics, weak new drug pipelines, faltering R&D and big pharma companies’ perennial search for the next generation of market-leading medicines. Also a factor has been US tax reform, which is prompting US corporates, including big pharma companies, to repatriate billions of dollars with some of it being spent on acquisitions. Though the sheer pace of dealflow has raised concerns of a valuation bubble, the fundamental forces behind this renewed deal activity are likely to see 2018 be a very strong year for pharma M&A.
There are already signs that 2018 might be a record breaking year for pharma M&A. Since the start of January, French healthcare group Sanofi (Euronext: SAN) bought US hemophilia specialist Bioverativ (Nasdaq: BIVV) for $11.6 billion, Belgian biotech company Ablynx (Nasdaq: ABLX) for $4.8 billion and Juno Therapeutics (Nasdaq: JUNO) for $9 billion. This comes alongside Celgene’s (Nasdaq: CELG) $7 billion agreed takeover of Impact Biomedicines and Novo Nordisk’s (NOV: N) $3.1 billion offer for Ablynx. In raw numbers, these deals, along with others that have been announced, have led to the sector’s strongest start for dealmaking in more than a decade.
Weak returns on R&D
There are multiple reasons for such a strong start. A key factor is big pharma blockbuster drugs going off patent. According to Thessalus Capital, such drugs that represent an estimated $17 billion in annual sales are set to lose patent protection over the next decade.
The loss of patents means there will be stiffer competition from generic drugs and biologic alternatives and as more generic drugs are approved, prices of big pharma’s previously patented drugs will fall. Losers will include major firms including Pfizer (NYSE: PFE), Johnson&Johnson (NYSE: JNJ) and GlaxoSmithKline (LSE: GSK), all of which are on strategic acquisition drives to mitigate any potential threat to their revenues, including looking at potential acquisitions of smaller pharma players, which have promising drug development programmes.
The performance of big pharma’s R&D departments is also a factor. The world’s 12 biggest drug companies are making a return of just 3.2% on their research and development spending this year — down from 10.1% in 2010. Investing in R&D is a high-risk, high-reward endeavor for big pharma companies and they face many challenges to recoup investments, including increased competition, expiring patents, declining profitability and mounting regulatory scrutiny so acquiring new drugs via buying other more innovative pharma businesses is an increasingly attractive option.
Furthermore, many of the big pharma companies are facing pressures due to aging and, increasingly, weak new pipelines. An MIT study found that only 14% of drugs in clinical trials are eventually approved by the US Food and Drug Administration. Thus, it is often more cost-effective for big pharmas to strengthen their pipelines through acquisitions of smaller firms that have specialist drugs.
A landscape for deals
US tax reforms, too, are having a significant positive impact on M&A activity. The new tax regime brings the corporate tax down from a top rate of 35%, to 21% and also allows for full expensing of certain capital investments such as machinery and equipment through 2021.The tax reforms have also enabled healthcare groups and pharma companies to access billions of dollars of cash that was trapped overseas by encouraging capital repatriation given these more favorable tax rates. This is undoubtedly a factor in the recent run of deals.
Clearly, the landscape is ripe for further deals and, despite recent market volatility and political upset, the broad pharma sector including areas such as biotech and life sciences, robust enough to maintain its healthy position. Indeed, Ernst and Young’s 2018 M&A Outlook and Firepower Report: Life Sciences Deals and Data predicts that new sources of capital will drive this year’s M&A activity well past the $200 billion annual volume of deals seen last year.
Probably one of the leaders among likely acquirers in this deal drive will be Pfizer. Indeed, the pharma giant is tipped to acquire either Bristol-Myers Squibb (NYSE: BMY), or niche neurological player Biogen (Nasdaq: BIIB). In addition, Impax Laboratories (Nasdaq: IPXL) and Amneal are looking to close their merger in the first half of 2018, which will make the newly-formed company the fifth largest generics maker in the USA.
Given the hectic pace of dealmaking, there is increased speculation that this is causing a valuation bubble. The surge has certainly led to inflated prices. According to the data provider Dealogic, this year buyers of healthcare companies have agreed to pay an average premium of 81%, which is significantly higher than the 42% typically paid in 2017.
However, while there are certainly signs of possible overheating, the fundamental drivers and commercial necessity for big pharma to stay on the acquisition trail should make sure 2018 is a bumper year for pharma M&A.
Biotech M&A In 2018: A Tsunami Or A Ripple?
Pharma & Healthcare #Biotech
JAN 22, 2018 @ 08:32 PM
Johanna Bennett , CONTRIBUTOR
I write about pharma, biotech and health-care investing.
It was a great day for biotech stocks. Merger mania has struck once again, sending the iShares Nasdaq Biotechnology ETF up more than 3.1% Monday after a pair of multi-million deals reinforced the Street’s belief that 2018 will be a lucrative year for biotech deal making.
Sanofi agreed to pay $11.5 billion for the hemophilia drug maker Bioverativ, while Celgene paid $9 billion for cell-therapy pioneer Juno Therapeutics.
It’s an old story. Big drug makers snap up smaller companies with innovative offerings to juice their product portfolios and research pipelines. Given the rash of deal making in recent years, there is more competition for fewer worthy targets, which means that buyers often pay a sizable premium.
Last year, M&A deals in the life sciences arena totaled $200 billion, led by Johnson & Johnson’s $30 billion acquisition of Actelion and Gilead Science’s nearly $12 billion deal for Kite Pharma. According to a report published earlier this month by consultancy EY, deal making in 2018 could exceed that mark.
“Many of the largest, most cash-rich companies in the industry have not even begun to participate in M&A, and when they do, prices and deal volumes could step up significantly,” Leerink Partners analyst Geoffrey Porges wrote Monday in a note to investors.
Helping things along is corporate America’s bolstered financial firepower following the recent U.S. tax overhaul, which lowered the tax rate for repatriating cash held overseas.
“Fundamentally, large cap pharma and biotech companies face maturing markets and need to access new growth opportunities. In 2017 and into 2018, the market eagerly anticipated biotech M&A, while uncertainty over tax reform held back deal making," says Marshall Gordon, a health-care analyst at ClearBridge Investments. "Now that Congress has passed tax reform, buyers and sellers have clarity on tax rates and unfettered access to cash."
Many big drug makers are on the prowl. Even after announcing its Juno deal, Celgene says it continues to look for acquisitions. Meanwhile, many expect announcements from the likes of Pfizer, Merck and Amgen.
But which companies are the most likely targets?
Takeout rumors are most likely to strike drug makers that have been de-risked. Buyers are often attracted to companies with approved products and others that are close to receiving regulatory approval. These days, demand remains strong for cancer therapies, treatments for rare diseases, and gene-editing technology.
Companies that fit the bill include Neurocrine Biosciences, BioMarin, Clovis Oncology, Puma Biotechnology and Bluebird Bio.
But be warned: Buying biotech stocks only on takeout speculation is a bad idea. When it comes to predicting which companies will get bought and when, it can have as much to do with luck as skill. The M&A cycle is hard to predict. Also, price, given how smaller-cap drug stocks have rallied, could keep some names on the shelf.
Exactly ZB?
Yeah, I know, I think with the new tech, multigene, and small synthetic molecule stuff, it's too soon for a big pharma to put a price tag on
OncoSec, not impossible, but it presses down on my buyout enthusiasm I thought about for so long. I also am happy to be wrong and see them pull off a great deal that would the developmental potential of their tech, much better than $15 a share.
TJ, this guy says the same thing to every other stock on IHUB, he's been around for 5 months, and 15 measly dollars a share? Hell, one leasing deal could take us there...I hope connor doesn't just roll over and spread his legs for deal like that. I think their potential pipeline has far better potential than that.
Ahab, thought I would reply publicly to your thought on why traders seem disinterested.
Institutional buying is, I believe, definitely going on at this very moment, positioning themselves for the PISCES data that is due out in the next 3-4 months, while traders play 2-3 weeks away to the ride up to the news. I don't think the TNBC data with the start of P1 clinical is to be considered a big $ maker and as to the validation of the platform, I don't think it's in the future of OncoSec.
Ya know, I think it has something to do with how the company is, or rather, is not in communication with the shareholders/market. They don't even like disclosing which half of the year Picses data will be presented.
A while back, I also raised a point to which no one commented on, but may explain some of the apathy (at least some of mine) is that TNBC and the melanoma PISCES trail is not where OncoSec is going in the future.
They have an abundance of untested equipment (OncoSec's Tissue-based Real-time Adaptive Controlled Electroporation (TRACE™) technology and helical integrated applicator (Helix™) that shows these technologies have the potential to reduce procedural frequency as well as enhance usability by physicians), multigene, and small cell, synthetic molecule PDL-1 --all in somewhat early stages of development and a ways out from commercialization.
So I see a trickling in of future licensing, and a partnership to a clinical trial hear and their, but I don't see the "near-term" holistic answer to multiple indications like I used to. It was that view that I had that made this company look like a great buyout opportunity, which I think now is somewhat mitigated (but not made impossible, by time needed to generate new data and partnerships on the future developmental opportunities mentioned above--hopefully not years out.
Whatchuthink?
Lotta good people been here a long time--My "alias born" date is "05/31/2013 01:25:37 PM" but even that was update from Waitforit52. I was going to update it for every year I aged, of which I am 58 now.
I have for ever felt like I have been on OncoSec Airlines with some of you guys ever taxiing at OncoSec Airlines here in Chicago, passing runway after runway...then waiting in line to take off, only to be redirected to another runway to wait in line again.
Gotta admit though, it is looking like the ImmunoPulse aircraft we are on is beginning to accelerate toward take-off sometime over the next 5 months? What looks like what will provide sufficient thrust is a combination of TNBC data and trial advancement, Pisces data with potential licensing/partnering -- Not to mention the possibility of a Buyout.
But I would love a discussion on not just Pros and possibilities with well estimated projected $ potential, but also potential cons and delayed and/or prolonged development and estimated downside $ potential.
There are some new irons in the fire--Multi-gene, and small synthetic anti-PDL-1, not to mention all the other indications that can now be reached with the New and Improved electroporator which is less painful and capable of subcutaneous tumor treatment with sophisticated drug uptake measuring for more on-the-spot accurate dosing.
Whatchuguys think?
Gotta be Carter Terry...
I think a number of us have received letters from this broker-dealer. They've been around for 25 years, and get this quote, " firm's primary clients are Individuals and High Net Worth Individuals. I don't about you but somehow they found out I have a significant investment hear and don't like the amount of personal info they require to receive their report on ONCS.
Since Nature Journal likes to focus on "original research", you can look for it to be cited by scientists who are learning from the published original research found in Nature.