OncoSec Medical Inc (ONCSQ)

[chickpea598]

Yes the pilot TNBC study was intended to enroll 10 patients (only 5 total enrolled) and was very slow going. The investigator at Stanford initiated the dosing of patient #4 and #5 with Opdivo after the ep-il12 monotherapy after hearing the encouraging data from Oncosec's combo study with Merck in melanoma (checkpoint therapy) was revealed. So far Oncosec has said these 2 patients experienced a robust response. These 2 patients previously failed other treatments.

The excitement about these 2 patients is this:

1) They were dosed with Opdivo and both patients had a robust response...even though that is only 2 patients that is a 100% response rate. Was it dumb luck that both patients responded or is it predictive of a very effective therapy in a very hard to treat patient population. TNBC has a very low response rate with current therapies.

2) With the dosing of Opdivo instead of Keytruda in this study....Bristol Myers now enters the picture

3) The market was not even really expecting any real earth shattering news from the TNBC pilot study. My feeling was that it was being shelved until these 2 patients were dosed with Opdivo. A phase II combo study was not expected ...at least this quickly. (23 million equity offering recently was done to fund this future trial) Oncosec plans to get this trial going quickly after AACR.

4) PISCES data soon plus TNBC sweetens investor interest this year because M&A in biotech will continue (small biotech like Viralytics are being bought out and Oncosec might be next)

5) TNBC news is giving investors more to think about when condisering Oncosec as an investment...it's not just a one trick pony with melanoma approval on the horizon.