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Thanks guys yesterday for spending some time to help me understand the finer scientific details. Makes a big difference.
Thanks guys. That was the one portion of the talk I didn't understand. As lasers has said many times, Dr. Daud's ASCO presentation offers far more than the abstract itself. Exciting times.
Thanks Wait!!! So, what additional data that is coming out later this year on this concept was Punit talking about?
No doubt.
I know I'm bugging the daylights out of you but I really want to understand this. This is the explaination that I got on the yahoo board:
"stimulate mylodry(sp?)'s conversion to APC's"
He was talking about the ability of IL-12 to signal myeloid derived suppressor cells (MDSC) to differentiate into antigen presenting cells (APC). To accomplish anticancer immunotherapy, any treatment needs to overcome the strong immunuosuppression that exists in the tumor microenvironment. As tumors develop, MDSC accumulate and express molecules that inhibit the activity of immune cells that would otherwise recognize and remove tumor cells. IL-12 causes the MDSC to change into APC that activate the anticancer immune cells rather than inhibit them."
Does that sound right?
Thanks. Hmmmm. The reason why I was so interested is that Dr. Pierce, in the latest blog, stated that they know that IL-12 + EP stimulates systemic responses but they don't know why. As he said, a good problem to have.
Then Zoridan had a conversation with management where they said that the lab in Seattle was trying to identify the proteins within IL-12 that promote systemic response.
The statement caught my hear today because it seemed to be a preview of data that will be coming out from their research with Dr. Jean Campbell up in Seattle.
Yes, kind of. The quote is as follows:
"Towards the end of this year to show that IL-12 stimulate myliodried (sp?) suppressor cells and have that conversion to APC's."
It sounds like they are finding new ways how IL-12 works. Please explain if you can. Thanks.
Actually slide 7 in the middle. My spelling was so bad that I didn't see it at first.
In the oral presentation he said data is coming out this. Thanks in advance.
Not on slide. It is at the 5:45-6:02 mark.
Lasers or Dr. Bob:
He made a statement that they are going to show through data release soon the ability of Immunopulse to stimulate mylodry(sp?)'s conversion to APC's. It sounds cool but I don't understand it.
Latest Tweet from Punit:
Punit Dhillon @PunitDhillon · 48m
Great turnout at #MarcumMicroCap presentation and now that's complete, heading over to #ASCO14 and @Oncosec Clinical Advisory Board meeting.
This next week will be exciting. Very interested to hear Dr. Pierce's comments next week as well.
Here are my thoughts. I disagree that this was the same presentation as before. I'm very excited.
1. Made the point that the low Til environment is even higher in non-melanoma cancers. If ONCS is right that it can turn non-responders into responders than there is an even HIGHER market opportunity for non-melanoma cancers than even melanoma. Melanoma is only 5% of the cancer market. Imagine the consequences. WOW!!!
2. Like my first point, he specifically stated that they are really excited about releasing pre-clinical human data on new indications. He specifically stated "human biopsy's". Further, he indicated that there will be indications "beyond IL-12." These are yet more catalysts out there. It sounded like this data would be released relatively soon.
3. He also emphasized the applicability of Immunopulse beyond cancer. He kept repeating over and over again that Immunopulse has a "Very Broad Application." I think we are going to see some pre-clinical results from the Seattle lab in the near future. Can't wait.
4. He made a statement that they are going to show through data release soon the ability of Immunopulse to stimulate mylodry(sp?)'s conversion to APC's. Please someone comment on this. It sounds cool but I don't understand it.
5. He emphasized that ONCS' safety profile is unprecedented. If you combine that with the fact that they have the highest systemic response rates that is quite a combo. I loved his line: "We are in a cool, sweet spot between safety and efficacy." Yup.
6. Said the words "Billion" and "Billions" many times. I love those words.
7.Emphasized "commercial development." Conservatively 3 years but he made it very clear that with a partner it could be a lot shorter. He used the words "significantly shorter." I think there was a lot said by Punit here. He said that the reason it would be much shorter is if it is a registration trial with the FDA on board. Well, they are meeting with the FDA in the next few weeks. Also, he made it very clear that they ARE doing this combo trial with a partner. He mentioned three names that have viable PD-1 options, Roche, BMS, and Merck. I believe there is going to be a bidding war on this after Dr. Daud is able to present at ASCO. Very exciting.
8. He commented on the S-3. He emphasized that this was for negotiations with PARTNERS!!! He hinted that they might be opportunistic for a dilution but that statement was an afterthought. He then said that some of the shelf could be used for other licensing. I took his comments to mean that part of it will be used for an imminent partnership and the rest will either be for another partnership later or licensing, purchase of assets, etc.
Those are my thoughts. Very exciting times. I'm really glad I own a lot of this stock. Today's presentation confirms even more of my belief. Good Luck to All.
Other than his dilution comments and the fact that he says the share price is $.50 right now, it is a good article.
I'm 99%sure we are not going to get any data or partnership news today but I think today's presentation is going to be great for investors. The reason why Punit skipped out on the last Boston Biotech conference was to go to Seattle to "strategise" with the entire ONCS research team. I think we are going to see some real plans going forward today that stems from these planning sessions. Its going to be fun.
Especially, pay attention to the fact that there was 15 million shares traded today after the average volume of 239,000/day. Our time will come.
Look at DARA today. Up almost 100% on no company news. Swaltz4, this is what you are talking about.
http://www.thestreet.com/story/12725466/1/dara-biosciences-dara-stock-explodes-today.html?puc=yahoo&cm_ven=YAHOO
Fantastic post!!!! Couldn't agree more.
You have officially joined the "ignore" group headed up by TgVit. Enjoy a room full of mirrors.
Last time Punit was in New York at an investor conference he used the opportunity to do a lot of media sessions. Let's keep our eyes out for that.
The new Zacks article is a good one. Obviously, I think his valuation is a bit low but the author did admit that the wildcard is Big Pharma's involvement. He didn't cover really anything on Merkel Cell which I find interesting. However, at this point, any positive news is good news and this meets this criteria.
http://finance.yahoo.com/news/oncosec-schedule-advance-immunopusle-clinical-113500271.html
Haha. Memorial Day is screwing me up. I keep thinking its Monday. Yes, 29th is Thurs. :)
Who knows? But, I was just discussing the current boredom lately with fellow oncs invester and we had to remind ourselves that our perceptions of whether things are good or bad can change very quickly. We are a bit bored right now and a little irritated about the lack of volume and slow price decline. However, Punit and team know what they have and so do we. I honestly think this company is actually better than we all think it is. And that is saying something. It's just a matter of how it unfolds. As Swaltz4 has stated many times: It will happen at any time, probably when we least expect it.
However, with that said, this is the second time in a tweet that Punit has specifically referred to the Marcum conference as one that he is excited to go to. We know why ASCO is great, but Wed might be a pleasant surprise. So much fun, isn't it? :)
Best thing I ever did.
Lastest tweet from Punit. I love this guy:
Tweets
OncoSec ?@Oncosec 17m
OncoSec will present at four different conferences, in the month of June. See release, for details: http://ow.ly/xj62s $ONCS #biotech
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Timothy Whelan Jr ?@timothy_whelan 14m
@Oncosec @PunitDhillon That's great but you presented at seven conferences in May and the public still hasn't noticed. R u worried?
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Punit Dhillon ?@PunitDhillon 3m
@timothy_whelan Not worried, no. We're looking forward to Marcum and ASCO.
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10:30 AM - 27 May 2014 · Details
touche. Well, I'm an idiot. Thanks.
Good.
I find it interesting that a part of the June schedule didn't include the 2014 DNA Vaccine Conference that ONCS is a top tier sponsor of. ckbike found this on the weekend.
The abstract submission is by June 15. Is this a possibility for interim data for MCC or Cutaneous T-Cell?
http://www.isdv.org/2014/sponsors/sponsor-tiers
Dr. Pierce is doing two of the events. I love it when he presents.
TigVT: what's wrong? Cat got your tongue?
Reality: this board's got your logic by the balls and it twisting pretty hard.
What I'm going to enjoy very much is when a partnership is announced thinking about how hard your naked shares are going to be "squeezed."
No s$it! Great find!!!!
Did you find any of oncs' scientists presenting here?
No problem. Have a good weekend.
Thank you for writing this post. The clown that you responded to haw nothing to back up his sequence. Have a good weekend.
I think so. A lot. Read the filing I posted.
It probably doesn't mean anything. Just thought it was interesting.
Interesting:
In ARTH's S-1, it states that Punit and others have been given authority to sell a significant number of their shares into the marketplace. I wonder if he is planning on buying more ONCS.
http://archive.fast-edgar.com//20140505/AWA9H22CZM22N9ZZ272D2ZZATUSOZB22Z262/
Fair enough.
I've been thinking that Punit might announce some new information for the Marcum conference. They haven't done a corporate update presentation in a while. I'm thinking that we might hear some new strategy stemming from the three day meetings that they had in Seattle last week. Exciting times.
couldn't agree more. BTW, did you talk with Punit about our quarterly question session?