I agree on the fundamentals but just whished TPIV would step up their game in trying to sell their stuff to the investor community. Then again, Wilson convinced Dart, so interim pps is not that important.

They create expectations (trial initiation, orphan, collaboration...) and then seem to underdeliver. So I would suggest it is better to underpromise and overdeliver.

However I do understand that the grant screwed things up a bit (for the better!). Maybe that should have been stressed some more.

Oh and last of all, he needs to turn of his Outlook and skype when doing a call!

Allow me to play devils advocate:

1) yes they have mentioned collaborations a few times but yet it is only talk so far. You can do that only so many times or the market punished you.

2) the title of the call was "initiation of phase 2". I heard nothing on that in the call. Markets do not like that either.

3) fast track and orphan was promised for q3 but now will be q4. Markets do not like delay.

What I think has very little correlation with the actual pps. Peak pps goes back to March 2014 at around 3,8$ pre-RS levels.

So much has happened since science wise that so far has not been reflected into the pps because all the love has been going to CAR-T.

No, no way, sorry

Surely good news but keep your pps targets realistic. Inovio is getting very little market love at the moment, but that will change one day. Untill that day we remain undervalued.

I have to disagree with you about Perez speaking being a catalyst. The CEO stated specifically that Perez is unable to attend due to DOD-related prior engagements.

As for data presentation, what data were you expecting to be presented?? The p2 trials still have to start.

was about to post the same:


$heff Member Level Wednesday, September 16, 2015 12:04:22 PM
Re: BioHunter post# 90283 Post # of 90318
$TPIV..$.5285..company is down after the teleconference as I believe investors wanted details on ODD & Fast Track. In June the company had discussed these would be filed in early Q3 so the expectation is that we would hear in Q4. They are not going to file until year end. Another catalyst is that it was thought that Dr. Edith Perez would speak at SABCS in December but the CEO stated that he will present a poster. That data will be the same Phase 1 data from June/July this year. The company is in a better financing position after their large shareholder exercised warrants.

I have to disagree with Sheff about Perez speaking being a catalyst. That was his question in the call and Wilson stated specifically that she was unable to attend due to DOD-related prior engagements.
As for data presentation, what data was he expecting to be presented?? The p2 trials still have to start.

shows that yesterdays rise was not on the grant news but on the expectation that something substantional would be released today at the conference.

some interesting tidbits from the call

milestones to go in remaining part of 2015:

1) completion of manufacturing of folate receptor
2) filing updated IND for TNBC (no new IND required for P2, but has to be amended)
3) filing and obtaining orphan designation in ovarian
4) filing and obtaining fast track in TNBC and ovarian
5) exercise option to license her2NEU from Mayo (together with IND)


Checkpoint inhibitor PD1:
- combo treatment will be future standard of care
- hopes to make a formal announcement very soon
- PD1 has a significant chance to be successful


Mayo running P2 TNBC trial:
- originally planned to be done in-house
- TPIV will deliver the drug
- enrollment to start in early 2016
- science has been subjected to extensive peer review before the grant was awarded
- updates to be expected as the trial progresses

San Antonio breast cancer conference will be attended by Wilson and probably have a poster presentation.

keep us posted please! unable to listen in :(

Question: are we expecting the announcement of the p2 trial start today or more on the design of the p2

Ofcourse great opportunity to maximize pr with yesterdays grant.

Please sell and move on

and it wouldn't make any sense either from a business perspective after so much effort to get the cash!

In order to have such a run, the pump circus would have to come back. I prefer them to stay away and have a steady organical pps growth.

Anything that shoots up like a star comes back down with a big dud.

Given that the cash position is okay to start 1 p2 trial, and future dilution avoided due the grant, I do not think they have extra cash to spent on buybacks.

level 11, I presume you mean level 2?

no worries grashopper! keep up the good DD work ;)

and what post would that be grashopper?

My reply was to a posting made by Armani asking if something happened

Could you please do some effort and it least go over the daily postings? It is all there for everyone to see.

hint, post 8954

Question to the board: I do not seem to be able to locate this press release on the TPIV website. It does not show up under Investor/news release or Mayo Clinic, nor was an email alert sent out.

From an investor perspective, why? Why would you not sent this out to your email database? Why would you not list this under new press releases?

Correct.

But some posts gave the impression that TPIV now has a bigger cash pile to spend, and that is incorrect.

The grant goes to Mayo, not to TapImmune. It does not increase TPIV's cash position however it does reduce it's futures cash flow as it is a trial paid by somebody else. At some stage TPIV will get some part of it for services rendered.

circus has left town

Possible, but then again it's a huge company.

Excellent, thanks for sharinG.

The only "negative" is that he he has been job hopping quite a bit lately, although mostly within Merck.

Why would they file before obtaining the IND?

That makes mid October a realistic timeframe for orphan or fast track news.

Somehow I wonder if ODD makes sense as it is not really a rare disease. Fast track yeah sure ofcourse that makes a lot of sense.

Are you familiar with Google? Typing those questions will get you started real easily in your due diligence.

We have been through this multiple times. Search is a great tool on this forum, all information is already published here.

Wrong, read the Oncosec presentation.

He can excercise after November 28 at an execution price of .10, regardles of share price

Blu, are you expecting news on a collaboration on Wednesday?

No, the p2 is fully funded

Those in the know are keeping a tight lip and those who talk are not in the know.

Any day between today and December 31st, yes

Why are they not automatically sending out mails when they file new SEC-papers?

Did I miss the PR on the new call for next week? Did not see it on the newspage on the website.

well it was always said that it would start in 2015, so still 3 months to go here. Lets wait for the audio

Big p2 trial with partner, watch for announcements in the not to distant future.

Please focus on the company not on other individuals or groups.

Reminder to all: tomorrow the stock market is closed.

Pitty cause now I feel like I want to dump all my shares, realizing what a fraud this company really is. Imagine, trying to cure cancer!

Well if you want to call retail stockholders a stock promoter... I guess some of us are excited about what Oncosec can potentially do.

Please provide us with a link to an Oncosec pr or presentation where the company claims this.