OncoSec Medical Inc (ONCSQ)

[hschlauch]

Having the ability to replace current checkpoint inhibitors like Keytruda, Opdivo, Yervoy with DNA encoded antibodies expressed both systemically and/or locally would completely upend the status quo. Analysts expect these drugs alone to exceed $25B in annual sales collectively by 2025. We know that ONCS has already been working on CTLA-4-encoded antibodies based on patent illustrations, so there is a real threat to Merck and BMY's future revenues if Hollevoet and company's approach is validated using ONCS's proprietary EP device.

There is too much at stake, in my opinion, for ONCS or Inovio or any other company capable of achieving in vivo production of antibodies to be simply ignored. I don't know how this will all play out in terms of partnerships and licensing deals, but the potentially enormous implications lead me to believe that some deals will most certainly be made with Oncosec - no other company uses tissue sensing technology to maximize DNA encoded delivery into cells of any type. To have this ability is akin to being given a key to the kingdom, yet we are valued at less than $30M.