Replies to post #209613 on Biotech Values

[jaybe]

Would be competitors for PD-1 refractory melanoma are:

Idera (IDRA) IMO-2125 plus ipi or pembro
Dynavax (DVAX) SD-101 + pembro
Checkpoint CMP-001 + pembro

All three combo trials will have data updates at AACR 1st week in April, DVAX is a late-breaker.

[WorstLuck]

I don't believe any other company (please correct me if I'm wrong) is going after the particular subset of anti-PD-1 refractory patients (patients who have been through anti-PD-1 monotherapy and haven't responded).

The aforementioned PV-10 phase 3 is such a trial. It would be normal and expected for trials started after Opdivo was approved as a first line therapy.

Combination trials with Opdivo or Keytruda are at this point also normal and expected in melanoma.

As to the rest, I'm rooting for anybody and everybody to produce safe and efficacious cancer drugs, ONCS included. That said, I don't see pricing and penetration being high enough to offset the combined risks of trial delay, trial failure, competition, dilution and other factors (even at the current market cap) to consider an investment. I did look at the P.I.S.C.E.S. trial design.