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Titan V

11/07/17 11:01 AM

#41130 RE: chickpea598 #41128

Not to add fuel to the speculation but don’t forget the potential value in the multigene pipeline as well.
The odds are always stacked against small companies like ONCS. The best we can do is do our due diligence and make a bet with $ we are comfortable losing. GLTA.
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ash111

11/07/17 11:25 AM

#41132 RE: chickpea598 #41128

Totally agree.
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ash111

11/07/17 11:41 AM

#41135 RE: chickpea598 #41128

ONCS: Market value

There are about 15,700 patients receiving anti-PD-1 therapy for melanoma, of which about 10,200 of them are nonresponders. If ImmunoPulse IL-12 can show a 30% response rate for nonresponders, that would increase the addressable market by about 3,060 patients. At a cost of $150,000 per year, that translates to revenues of about $460 million annually. Considering that, the fact OncoSec has a market cap of only $24 million means if the registrational phase II succeeds, shares could be quickly revalued higher.

The upcoming registrational trial is open-label, so investors will be able to track results as they are reported and could get a decent idea of whether the trial will succeed or not based on interim results, which could start coming in by the beginning of 2018.

Disclosure: Long MRK, ONCS.

https://www.gurufocus.com/news/518583/merck-collaborates-with-oncosec-medical-to-unlock-untapped-market-for-keytruda-
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ash111

11/08/17 8:27 AM

#41236 RE: chickpea598 #41128

$20