OncoSec Medical Inc (ONCSQ)

[hschlauch]

I don't think Oncosec will abandon the EP IT pIL-12 "TAVO" program; it definitely appears to work well in some patients in combination with an anti-PD-1 agent. The problem: it's not yet clear which patients will benefit most from the combination who have failed prior anti-PD-1 treatment - this, I think, is where Dr. Lo's analyses will be very useful moving forward. It's clear that at least some anti-PD-1 nonresponders will respond to the combination of TAVO and pembrolizumab in metastatic melanoma, but which patients? Patient-specific immune and genetic data are slowly becoming appreciated and utilized in cancer immunotherapy and California research institutions are really taking it seriously.

None of this means the PISCES trial won't be successful, it simply means future trial designs will benefit from data gathered in the PISCES trial.

I'm simply concerned that nobody is aware of the preclinical progress the company has made; it isn't exactly advertised anywhere on the company website or in presentations. The information is buried. It bothers me so much because I absolutely believe their multigene product that contains both encoded FLT3 ligand and improved IL-12 signals (p2a-linked) will be completely disruptive. But why would the company intentionally conceal their preclinical progress?