Biotech Values

[kaivamei]

ONCY: I've followed them for years. Progress always cautious and very slow but to my mind still compelling. CEO Thompson's estimates for the timing of future milestones are always absurdly over-optimistic, but eventually the studies do take place, and they are proceeding at a growing number of sites (in the US and UK both), in a growing number of indications (some sponsored by NRI), both as monotherapy and in combination with various chemo agents as well as radiation.

One of these days they will surprise us with a partnership. Who knows when, really. My guess is that it is still 1-3 years away, and that means at least one more financing along the way which makes it probably a losing investment. But the partnership will be a big one when it comes. Oncolytic viruses will be a huge part of cancer care someday, and this is the horse that will lead the pack.

Hope that helps, Bridge. Is there something else specific that you'd like to know?

-kaivamei