OncoSec Medical Inc (ONCSQ)

[InTheTrenches]

Good finds!

On as side note:

Halozyme (HALO) has effectively sold an exclusive license to BMY for it's Enhanze formulation that converts IV delivery of Opdivo to subcutaneous. This is a huge competitive advantage to BMY over MRK's Keytruda, because it's less expensive to administer, and insurance companies will favor Opdivo subcutaneous over Keytruda IV (assuming outcomes are similar).

What does this have to do with OncoSec?

If BMY or MRK approach OncoSec with an exclusive partnership deal for the EP IL-12, this could effectively lock out the competitor from marketing their product with EP IL-12. Would have to be an offer that OncoSec "can't refuse" in order for ONCS to sign an exclusive deal.

Things WILL get interesting, hopefully sooner rather than later.