OncoSec Medical Inc (ONCSQ)

[chickpea598]

Oncosec vs. T-vec article from 2014:

https://seekingalpha.com/instablog/29879435-shallum-furbush/3564275-valuation-case-for-oncosecs-immunopulse

With regards to what Oncosec could be potentially valued at, Furbush posted an article 3 years ago comparing T-Vec to Oncosec therapy and I think it is worth a read to get a handle on the competition. A few major points of interest are that T-Vec and Oncosec monotherapy resulted in about the same response rates. When combined with Yervoy, the rates were much higher for T-vec and Amgen went on to combine T-Vec with Merck's Keytruda for a much higher rate of success. Since Oncosec has reported recent results with Merck's Keytruda they are on par with T-Vec combo with Merck. A big difference here is that Amgen bought out Biovet (T-Vec therapy) for 1 Billion dollars in 2011. Oncosec is still a tiny microcap company with a 26 million market cap. If Merck wanted to sidestep splitting profits with Amgen they could get about the same results using Oncosec/Keytruda combo. A buyout or licensing deal with Oncosec might be much more lucrative than splitting profits down the middle with Amgen.

T-Vec trials enrolled large numbers compared to Oncosec, but T-Vec uses a virus and Oncosec uses electroporation. A big positive for Oncosec therapy is no toxic side effects. Their platform could easily be done on an out-patient basis. No toxicity means Oncosec therapy is safe and the risk of future lawsuits would be nil.