OncoSec Medical Inc (ONCSQ)

[hschlauch]

Funny how no one is catching on yet that Oncosec will be presenting data on the efficacy of an encoded monoclonal antibody (anti-CD3).

Getting anti-PD1 - which is another monoclonal antibody - nonresponders to respond in many solid tumor cancers is going to require combinations. But the problem with systemic administration are the toxicities. That is why intratumoral administration is going to be essential moving forward with combinations. Oncosec’s platform is flexible and they are demonstrating the ability to encode multiple genes on single plasmids. And they just might have an applicator that can reach even visceral lesions in a very direct fashion.

Also, recent IL-12 studies are showing how the cytokine provides the ‘license’ required to downregulate PD1 (and other checkpoints) on immune cells following anti-PD1 therapy. That, my friends, should be enough to value this company in the billions already if it is true. In other words, why use an anti-PD1 if you can simply downregulate PD1 molecules directly with IL-12. I think the p2a-linked plasmid structure is capable of accomplishing such a feat.

This company has the potential to be disruptive, no doubt about it.