OncoSec Medical Inc (ONCSQ)

[daskapital_]

Special thanks to Guti, who lead me into Oncosec and are truly incisive. Also shout out to hschlauch, who deep dives the trial results and underlying mechanisms with insights and precisions.

It has been a truly exciting journey to catch up with science, to analyze through clinical results from the company and the comments from other sources (bio columnists, scientists etc.) and to track insider trading around Oncosec. I basically re-update my limited knowledge about biology and sure have a deeper understanding over immunology and targeted therapy as well.

This is the era of targeted therapy and gene therapy. Immune checkpoint inhibitor, TRK inhibitor and CAR-T are the future. Oncs has established itself in a promising combinatorial niche, and has the potential to adapt its platform to more general and complicated gene therapy setups.

In terms of the mistrust over Dan, I understand that people judge based on history, but I believe in impartial analysis rather than conspiracy theory. Given his previous engagement with Merck for many years and over different setups. I believe the unexpected appointment demonstrates clear confidence and heralds accelerated deal making with Merck and interaction with FDA if PISCES confirms robust results. Also the fact that Punit and Avtar are still holding positions in the company at least should provide some checks and balances.

Let's wait in patience for the next leg and continue to watch and learn. In the meanwhile, it's good to have contrarians here so that we don't get overrun by overhyping.