OncoSec Medical Inc (ONCSQ)

[InTheTrenches]

hschlauch:

I'm relatively new to ONCS...I have a few questions that I hope you can help with:

1) In treating melanoma, it seems like there is a chance IL-12 + pembro could become first-line treatment for patients with exhausted phenotype < 30%. This seems really important, as first-line drugs can charge more for reimbursements from insurance companies.

2) Can immunopulse IL-12 + pembro be used successfully in other cancers, or will we have to wait for PIIM to treat other solid cancers?

3) I realize their MOA is different, and the comparison isn't apples-to-apples, but what is your view of HALO's PegPh20? They have successfully improved the efficacy of checkpoint inhibitors (Opdivo) when used in combination, by reducing high hyaluronan, a "protective" mechanism of some solid cancers, and thus improving the immune response of I/O drugs. Do you foresee EP IL-12 and PIIM making a much greater impact than HALO's PegPh20 and Enhanze?

Thanks for your input, and really appreciate all you contribute to this board!