OncoSec Medical Inc (ONCSQ)

[5TREE]

These are my views on the current state of Onco Sec Medical (ONCS). I’m in no way degrading other opinions which might be opposite of my views. As you will see I am looking through a very large pair of rose colored glasses.
Positive happenings:
1. The interim results from May and December are extremely encouraging.
2. The CGP offer could be better but we get $30 million and also some revenue from their sales.
3. I see the Alpha offer as a positive. They see something positive, otherwise why would they be coming apart at the seam?
4. The VLA instrument research could be a big breakthrough in applying TAVO and maybe other medicines directly to the center of the cancer.
5. ONCS being on the cover of Clinical Cancer Research.
6. Dan O’Connor taking over as CEO and Director. The way I see it Punit Dhillon fired himself and hired Dan. The three stalwarts of this company are Dan, Punit and Avtar. Told you I have rose colored glasses on. Everybody I’ve ever worked with wants to be known as a winner not as a looser.
7. There has to be good results in research studies for a company to be successful. The way I see it those good results are now just beginning.
Negative happenings:
1. Alpha contesting the CGP deal is costing us money and occupying the time of management.
2. Giving CGP the opportunity to buy all outstanding shares. Was this was put in to sweeten the deal? Yes it was. We will need to vote this aspect down and put pressure on the Board to cancel the sale at the request of the common stock holders.
Rip this apart if you will, won’t bother me