OncoSec Medical Inc (ONCSQ)

[hschlauch]

I doubt ONCS has intentions of selling at this point, or maybe that is just wishful thinking.

Just some background, Biovex was purchased in 2011 while they had monotherapy t-vec in a phase 3 melanoma trial.

The drug was ultimately approved last year as a monotherapy.

From the FDA release, posted October 27,2015..

"Imlygic has not been shown to improve overall survival or to have an effect on melanoma that has spread to the brain, bone, liver, lungs, or other internal organs."

In other words, the systemic visceral effect with t-vec is quite limited. Early data with EP IL-12 demonstrates a strong abscopal effect, although we have to wait on more substantial data to determine how well that systemic response is in combination with pembrolizumab. I think I have a good idea, but robust data verification is needed.

After reviewing countless published articles written by numerous researchers - both inside and out of the US - I tend to believe that EP IL-12 is capable of substantially priming the requisite TIL phenotypes, i.e. pd-1 and ctla-4-positive t-cells, that lead to responses with anti-pd-1 checkpoint inhibitors. To put a pricetag on a therapy that may substantially expand responses to checkpoint inhibitor use in solid tumors is like placing peak sales figures on anti pd-1 drugs during their testing infancy. I think metastatic melanoma is just the tip of the iceberg for EP IL-12/anti-pd-1 therapy, and I certainly hope they don't sell out now.