Thursday, March 29, 2018 10:03:04 AM
Ahab, thought I would reply publicly to your thought on why traders seem disinterested.
Institutional buying is, I believe, definitely going on at this very moment, positioning themselves for the PISCES data that is due out in the next 3-4 months, while traders play 2-3 weeks away to the ride up to the news. I don't think the TNBC data with the start of P1 clinical is to be considered a big $ maker and as to the validation of the platform, I don't think it's in the future of OncoSec.
Ya know, I think it has something to do with how the company is, or rather, is not in communication with the shareholders/market. They don't even like disclosing which half of the year Picses data will be presented.
A while back, I also raised a point to which no one commented on, but may explain some of the apathy (at least some of mine) is that TNBC and the melanoma PISCES trail is not where OncoSec is going in the future.
They have an abundance of untested equipment (OncoSec's Tissue-based Real-time Adaptive Controlled Electroporation (TRACE™) technology and helical integrated applicator (Helix™) that shows these technologies have the potential to reduce procedural frequency as well as enhance usability by physicians), multigene, and small cell, synthetic molecule PDL-1 --all in somewhat early stages of development and a ways out from commercialization.
So I see a trickling in of future licensing, and a partnership to a clinical trial hear and their, but I don't see the "near-term" holistic answer to multiple indications like I used to. It was that view that I had that made this company look like a great buyout opportunity, which I think now is somewhat mitigated (but not made impossible, by time needed to generate new data and partnerships on the future developmental opportunities mentioned above--hopefully not years out.
Whatchuthink?
Institutional buying is, I believe, definitely going on at this very moment, positioning themselves for the PISCES data that is due out in the next 3-4 months, while traders play 2-3 weeks away to the ride up to the news. I don't think the TNBC data with the start of P1 clinical is to be considered a big $ maker and as to the validation of the platform, I don't think it's in the future of OncoSec.
Ya know, I think it has something to do with how the company is, or rather, is not in communication with the shareholders/market. They don't even like disclosing which half of the year Picses data will be presented.
A while back, I also raised a point to which no one commented on, but may explain some of the apathy (at least some of mine) is that TNBC and the melanoma PISCES trail is not where OncoSec is going in the future.
They have an abundance of untested equipment (OncoSec's Tissue-based Real-time Adaptive Controlled Electroporation (TRACE™) technology and helical integrated applicator (Helix™) that shows these technologies have the potential to reduce procedural frequency as well as enhance usability by physicians), multigene, and small cell, synthetic molecule PDL-1 --all in somewhat early stages of development and a ways out from commercialization.
So I see a trickling in of future licensing, and a partnership to a clinical trial hear and their, but I don't see the "near-term" holistic answer to multiple indications like I used to. It was that view that I had that made this company look like a great buyout opportunity, which I think now is somewhat mitigated (but not made impossible, by time needed to generate new data and partnerships on the future developmental opportunities mentioned above--hopefully not years out.
Whatchuthink?
