OncoSec Medical Inc (ONCSQ)

[cameron12x]

Larger players will come onboard once P2b interim results are in.

Patience is needed. One must not set expectations beyond what is rational.
They are where they are. Great progress is being made. We'll get more guidance from them in January.

NDA and/or relationship with Merck might preclude Punit talking about partnerships. In fact, I see Merck potentially buying ONCS at some point, depending how the P2b results are.

I'll reserve judgement until we start to see some P2b data. Until then, I'm perfectly happy being long in ONCS and other biotechs in my portfolio. It's a great space to be in oncology, with room for quite a few companies, including ONCS.

Folks, at this point it's all about the P2b data, and little else. Build it, and they will come.