OncoSec Medical Inc (ONCSQ)

[staccani]

hsclausch, do you realize that ONCS trial enrolled patients having mostly stage 3b and 3c disease (locally advanced / intransit disease) for which electroporation method of delivery is more indicated?
This is very different from stage IV patients (metastatic disease) of DVAX and IDRA trials. Moreover ONCS enrolled patients 'likely' refractory to anti pd1. This is very different from patients ACTUALLY progressing on anti pd1 as in IDRA trial and as in the subset of DVAX trial.
Finally you mention that IDRA responders will eventually progress due to progressive upregulation of pdl1. Whilst this may or may not happen (the fact that they were anti pd1 refractory leads me to believe that they were not positive to pdl1 in the first place), should it happen that they become progressively pdl1 positive, then an anti pd1 could be used either alone or in combination with their TLR9 agonist

Also for your reference have a look at the small DVAX subset of anti pd1 naive metastatic melanoma patients dosed with their TLR9 agonist in combination with an anti pd1 ... 7 out of 7 (100%) responders (!)http://files.shareholder.com/downloads/DVAX/5538749572x0x945135/FC57C254-FEF8-4D64-BBB4-E11B1E8F19DF/17-1361_ASCO_MEL-01_Final.pdf

It appears to me ONCS is fooling retail investors or anyway investors not expert of melanoma and cancer in general, whilst TLR9 agonists (of which DVAX has also a convenient aereosol delivery system for lung cancers) are the real promising ones in combo with CPI's for metastatic cancers.