OncoSec Medical Inc (ONCSQ)

[hschlauch]

Several points not discussed by the author:

1. Oncosec’s enrolled patient population consists of confirmed anti-PD-1 non-responders in the PISCES trial.
2. The PISCES trial has independent reviewers who confirm or deny response data.
3. The duration of responses for the TAVO/pembrolizumab combo have been remarkable. No other combo under investigation comes close! There are many recurrences in the Idera trial data set. The biggest problem, in my opinion, is that an anti-PD-1 isn’t being used in the Idera trial.
4. TAVO/pembro combo has consistently shown deepening responses over time, i.e. partial responders converting to complete responders.

Also, I think 20% response rate is actually quite reasonable in this patient population. Response durations should also factor in to a provisional approval that requires a confirmatory phase III trial.