Biotech Values

[WorstLuck]

[PLSE]

I'm just catching up to this conversation and have only had a quick look at the company, so anyone who has better information should chime in.

The NPES platform: This looks like a form or variation of electroporation. It wasn't clear how it differs from what ONCS uses for their drug delivery other than PLSE claims ablative properties whereas ONCS does not.

For the treatment of cancer we believe that we can trigger a signaling cascade within the tumor cells that ends in immunogenic apoptosis. Immunogenic apoptosis is a process in which cells are induced to die in a natural way, initiating their own programmed cell death, engaging the immune system to clear damaged, diseased, or aged cells and enrolling cytotoxic T cells to recognize and eliminate cells of the same tumor type.

http://www.pulsebiosciences.com/nano-pulse-stimulation/

That one focus is specifically melanoma, and that they appear to rely on ablative I/O as opposed to simple ablative removal brings to mind PVCT and their ablative I/O currently in phase 3.

My general thoughts are that if one ablative I/O shows efficacy, that anything with similar ablative properties (resulting in whatever cellular remains to trigger the I/O process) is a favorite to also show efficacy. Whether there is enough efficacy to be worth paying for as a treatment or whether some form of electrical, chemical, or other ablative technique should be preferred are separate issues.

The story is appealing, as an investment there is no appeal at this time.