OncoSec Medical Inc (ONCSQ)

[Ckbike]

Brian Nichols piece from January is a good refresher on what to expect from INO and ONCS this year. I fully agree with his analysis of the importance of ONCS's upcoming MCC data:

"in treating MCC, there are no FDA approved treatments, no ongoing studies, no planned studies — and as a result there really isn’t a standard of care for this aggressive disease. Hence, OncoSec has no competition in this space, and just needs to prove that patients are responding to IL-12. If so, it seems very likely that OncoSec will soon own this $300 million market opportunity. Not to mention, MCC is an orphan disease. Therefore, with planned FDA meetings to discuss future MCC trials, OncoSec could likely earn an accelerated path toward approval. And if data is really good, investors will definitely speculate… and this program will drive significant gains."

Good MCC data alone could position ONCS to be a multi billion dollar company within a few years.