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The ONCS team is sooooo much smarter. You can really see their wisdom in compared to PVCT.
They have better data than PVCT as a mono-therapy but they will not file for Breakthrough therapy status as a mono-therapy but want to do a combination. They want to be scientifically sound and the pps will follow. Props to them.
I think you are way off. I believe the position of the moon is affecting us more.
Well, after today, we have 4 more trading days until ASCO. So, I think your prediction might be quicker than you think. As they say: "Stay tuned."
New Punit tweet:
"Punit Dhillon ?@PunitDhillon 8m
@RamosInvestment @Oncosec Definietly a busy month. We're looking forward to Marcum and ASCO."
SO ARE WE MR. PUNIT!!!!
You said it would go to .75 or maybe .74 and then go on three days of run up. So far, you are spot on. I still think that the anyone with naked shares out there will not want those shares on June 2. I'm curious how that factor will play out as well.
This really is fun, isn't it?
Accumulation continues. Bid is 100,000 shares plus on the bid side. Very interesting how this plays out.
So far you have been spot on.
Couldn't agree more. Well said.
I have appreciated your posts of late. What you are saying is very true. By the way, I looked at INO's chart last year and saw that it took until July to see the effects of their ASCO presentation. Whether that same pattern plays out here, who knows.
LOL. Sorry to offend you and your cat. :) Yes, ONCS will have its day. What do you think about the un-covered shorting headed up to ASCO?
Do you think there is going to be a little bit of a run next week because ASCO from the traders who are holding naked shorted shares?
Based upon lasers' calculations, there should be roughly 5 million un-covered shares out there, especially since the volume has been so low lately. It would seem to be that these traders would not want to be holding these shares with the June 2 PR looming.
What does everyone think?
NO, that was the one thing that wasn't priced in!!! Thanks for the tutorial. He is now on ignore. I truly this will be a mini catalyst.
This is the same person who believes in UFO's, the tooth fairy and probably isn't quite sure Santa isn't real.
I believe he has his post set on automatic every 1 1/2 weeks, triggered by a positive post from Sal. As I think about it more, he might not even be a real person. But of course this is already priced in.
Do you believe in UFO's and the tooth fairy?
If anybody ever complains about ONCS not getting the word out and promoting a stock, check our PVCT. That is the alternative. ONCS is the exact opposite. Thank God.
You cheerleader! Lol
Interesting post on the yahoo board. I think the biggest difference between these other times and the coming June 2 is the magnitude of the catalyst, but its still interesting. See below:
"Today's volume was 344,140. The last time volume was lower than 400k was on 11/22/13.
The last time volume was below today's was on 8/30/13.
The last time volume was below 200k was on 7/9/13
Look at those dates and look at what happened immediately after.
But more importantly, look at the larger volume pattern. You will see each time ONCS's volume quiets down relative to the days before, it will react. This is because all of the sellers have dried up each time.
In the last 52 weeks you will see this pattern form 4 times previously.
Look at the volume decline the weeks leading up to 7/9/13.
Look a the volume decline the last few weeks of Aug up to 9/4/13.
Look at the end of Oct through Nov up to 11/22/13.
Look at the month of Feb up to 2/21/14.
Crucially, look at the volume decline this whole month of May.
This is the 5th time in the last 52 weeks this volume pattern has formed."
Actually, Jumpingjackes' and TV's comments are the biggest factors. subtracts 150 million from your number.
This is the link for the abstract for Ipilimumab in breast cancer.
http://abstracts.asco.org/144/AbstView_144_132420.html
Head and Neck:
http://abstracts.asco.org/144/AbstView_144_132831.html
There are a lot of studies being presented at the 2014 ASCO.
Attached is the abstract for Ipilimumab at 2014 ASCO in the poster presentation.
Abstract:
Background: Adoptive cell therapy (ACT) is currently one of the most effective treatments for stage IV malignant melanoma. Clinical studies have indicated a link between prior anti-CTLA-4 treatment (e.g. Ipilimumab), and a favorable response to subsequent ACT. Methods: We compared phenotype and functionality of T cells generated from melanoma biopsies harvested from Ipilimumab naïve patients with patients that had received treatment with Ipilimumab within six month prior to tumor removal. Tumor biopsies were obtained from 32 stage IV melanoma patients (16 treated with Ipilimumab and 16 ipilimumab naive). T cells were cultured and expanded according to the rapid expansion protocol. Cells were stained for intra- and extracellular markers and subjected to flow cytometric analysis. Additionally, combinatorial coding with MHC-I multimers and co-culture assays with autologous tumor cells were performed in order to assess tumor-specific responses. Results: Analysis for phenotypic markers revealed several significant differences related to prior treatment. Importantly, cultured cells from Ipilimumab treated patients showed a median ten-fold higher expression of CD27 in CD8+ T cells, compatible with a more naïve phenotype, and two-fold higher expression of intracellular CTLA-4 in both CD4+ and CD8+ positive T cells. Furthermore, both TIM-3 and LAG-3 were more abundantly expressed in CD8+ T cells from Ipilimumab treated patients. We detected no difference in reactivity towards autologous tumor cells. Combinatorial coding revealed frequent responses toward common tumor associated antigens in both groups of patients. Conclusions: Despite several weeks of culture, Ipilimumab appeared to have lasting impact on the phenotype of expanded tumor infiltrating T cells. We observed higher expression of CD27, which previously has been linked to a favorable outcome of ACT, and up regulation of markers associated with immune suppression, possibly due to homeostatic regulation of the T cells. Over all, results indicate that influx of T cells with a less exhausted phenotype may underlie the favorable effect of pre-treatment with Ipilimumab and ACT in the setting of metastatic malignant melanoma.
Of course it was factored in!!!!!! Everything was factored in!!!! We are living in a alternative reality controlled by some exterior force that has factored in everything!!!!! Everything!!!! Everything!!!! Everything!!!! This based upon my 21+ years of constant skepticism/pessimism.
Also, don't forget our new lab team, Stanford and Dr. Daud. All chumps of course and totally factored into the pps. This is based upon my cheer leading attitude obtained at the holiday inn express last night.
And the fact that our CEO is a finalist for EY entrepreneur of the year is factored in as well. This is based upon my 36 years of waking up in the morning.
Ya. It is fun! By the way, I mis-worded my phrasing in my last post. It should have said: As most of the members of this board know, when I try to predict what will happen, I'm always wrong. LOL.
Who knows but if I had to estimate:
1. Phase 2B combination trial.
2. Plase 1 combination trial (new indication)
3. Results on Merkel and T-Cell
If all positive, etc. Buyout late 2015/early 2016?
Of course whenever predict anything, as most members of this board are aware, it is NEVER correct. LOL. It's fun though.
I totally agree. I only used JAZZ as an example of how fast a pps can increase when a product is valuable and then "discovered" by the investing community. I was not using it as a comparison in companies.
I also don't think your value assessment is hype at all. 3 billion is $13.5/share. 7 billion is $31.8/share. I agree that a buyout is what ultimately will happen. I think the biggest factor that will drive the buyout price is the applicability of other indications such are breast cancer and head and neck. Merck is presenting 16 different abstracts at ASCO on MK-3475 alone. If Immunopulse's greatest applicability is mostly in melanoma and small indications such as merkel cell and T-Cell, then I think the buyout will be at 3 billion or less. However, if new trials such as breast and head & neck reveal similar results as melanoma, then I think your 7 billion buyout estimate would be way too low. Melanoma is one thing, but breast cancer is another. If Immunopulse and MK-3475 become the standard of care, watch out.
I'm not Sal, but I agree that the valuation is not too far off long-term. JAZZ went from .60 to $161 in 5 years. Could happen.
I think the more pressing topic in the next 6 months is how to play the enormous rises and drops that ONCS will have after data is out. There are three data releases, a partnership and new trial(s) that will occur in 2014 alone. I haven't sold a single share. I bought 90% of my shares before the interim results came out. I want to get the benefit of long-term capital gain tax rate but I also want to take advantage of the massive volatility that I believe will occur over the next 6 months. I'm curious what other think on this topic.
I doubt it.
Maybe you should buy some shares and find out.
Thanks. Good find. What does everyone think?
Well, as of May 5th, enrollment was not complete (see corporate update on website). Says over 50%. However, I think lasers and yourself are right that it is very soon.
Also, as usual, I think they would present this data at a scientific conference and not simply issue a press release.
I remember looking all these potential conferences and posting it on this board but now I can't find it. Figures.
Agreed
Yes. I believe they have said they will issue interim results when enrollment is complete. Could be very soon.
Awesome
Great summary. I think it is accumulator(s) though.
You too bud.
Why not us? As a Seahawks fan, couldn't be more appropriate. Right Zoridan? :)
Very exciting finish. Was playing golf and missed the eod excitement. Have a good weekend friends. Exciting week coming.
I'm glad you have not followed through on your threat of not posting again until ASCO. :)
Good stuff my friends!!!! All of our waiting is about to pay off.