OncoSec Medical Inc (ONCSQ)

[dangerM]

I am neither a doctor nor a biomedical researcher, however:

> The preclinical work and patent progress seems to have really stalled out.

We haven't seen much of the above in recent times. We will have a new device, a P2A-plasmid construction and two active components (IL12p35/40 and FLT3L). How do you know the right relative dosage levels? What role does the right schedule play? The immune system is quite an intricate thing. For example, look at DVAX who found out that the highest dose of their TLR9 is not always best. Another example would be the combo of OX40 and PD-L1 where people have found out that OX40 should be given first. Oh, and even an example from Oncosec: IL12 is made up of two genes/components. Which one should you encode first? They tested this!

So I hope they are testing quite a few more things (without yet telling us). E.g. should one give FLT3L already in the first shot or some days later, how many days later, then there is the fine tuning of the relative dosage levels, again more tests on different tumor models... Shutting down preclinical work would be really, really stupid. And at last: I think there can be more beyond FLT3L.

Possibly Mr. O' Connor, to some share, has been given too many short term incentives (options instead of RSU), and I acknowledge that the sometimes difficult financing situation at his previous firm might influence what Oncosec is allowed to spend money for. As well, especially small companies might feel urged to some strategic shift (more trial instead of research oriented when their candidate has successfully worked out).

My 2c.