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inv10001

01/20/15 11:52 AM

#28612 RE: sperryliving #28611

This year will be a year of answers. ONCS is unlikely to exit the year as an independent company. Either they wildly succeed and are bought out, or they fail. The current strategy is clear:

1) Prove TIL theory using the P2B including significant improvement in the ability to treat non-responders.

2) Prove that TIL increase is a general capability using the H&N and Breast Cancer studies.

These are open label studies. The final end point results are NOT needed for share price appreciation. There are really only two significant events: first patient enrollment (as it will tell you how long you have to place your bet) and first data readout. If 1 & 2 are shown to be true on the first data readouts then a buyout will happen, and happen quickly. The likely price would be $1B - $3B. If the readout is negative, ONCS will be scrambling to determine how to proceed. Everything else is noise.

My bet is that 1 & 2 work based on the science.