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Re: hschlauch post# 40467

Friday, 10/20/2017 8:04:52 PM

Friday, October 20, 2017 8:04:52 PM

Post# of 48316
The latest slide deck lists this:

"Favorable PISCES Data Could Unlock ~10K Stage III/IV Melanoma Anti-PD-1 Failure Patients (US Only)"

Punit threw out the multi-billion dollar comment when he went on to state where the value for immunopulse-il12 combo therapy might be if you multiplied the number of other indications they could go after.

Punit also has compared t-vec to Oncosec therapy in terms of a buyout value. Biovet (t-vec therapy) was bought out buy Amgen for around $1 billion I believe.

I received an Oncosec report from Maxim a few months ago stating that they believed that with an FDA approval for PISCES, Oncosec could turn profitable in the year 2021 without an accelerated approval (their conservative estimate-and $5 target). They estimate a profit of $45.7 million first year, $92.3 million 2nd year, $144 million 3rd year, $220 million 4th year in melanoma. So with accelerated approval that timeframe could move up to 2019 as the year they turn a profit.

Maxim also put out numbers for Merkel Cell and TNBC if Oncosec were approved for those indications later by 2021-2023. TNBC would be close to the melanoma numbers, but a little under. TNBC would bring in about $40 million first year and $70 million second year. Merkel Cell lower numbers at $25 million first year, $53 million second year, $69 million 3rd year.

So multiple indications get you to the billion dollar mark in time if you have a growing cancer population as has been predicted (sadly) in the future 10 to 20 years.