OncoSec Medical Inc (ONCSQ)

[Titan V]

A registration trial will be expensive indeed. Question is, if and when they dilute to raise funds for it, at what share price could they do it? If the upcoming combo results are great, share count-wise, dilution may not be that bad for current shareholders, IMO.

Also wanted to get your thoughts on the accelerated approval trial design they mention in slide 20 of the corporate presentation.
http://content.equisolve.net/oncosec/media/2d5a7ab57e422af958a91c398faf2545.pdf

Is it correct to say this trial is not the registration trial they talk about? This phase 2 AA-design trial seems to be only for refractory patients to Keytruda. Is the registration trial going to be a phase 3 trial for non-responding patients? I believe refractory and non-responding are two different patient sets.

An accelerated approval means being able to go to market after successful phase 2 data but still running a phase 3 trial to see whether the success is replicated in a bigger patient population. If not, the drug/treatment is taken off the market.

So not sure how the 2022 commercialization date and an AA trial play out with OncoSec. Would be interested in hearing your thoughts. Thanks.