daweasl, your estimates are inline with mine, I believe there is a chance we see data at Melanoma Bridge in early Dec. however that is dependent on enrollment and response.
Keytruda is not our drug, furthermore, Keytruda has already been approved by the FDA and is outselling Opdivo. Do some DD before you make a fool of yourself
Couple of points, agreeing with what some others have said. 1st, I would spend $5k in treatment for my dog if he had cancer, this is just another possibility of Revenue in a few years. 2nd, using companion animals in drug trials is a greatly under utilized technique for drug development. 3rd, Oncosec has already tried 2 different protocols for administering IL-12, they are obviously doing a 3rd and comparing it to one of the others, this is a cheaper and more efficient way to do so.
Finally I will agree with you, for the time being this is little more than 1 more University partnering with ONCS for research, it does not add value today, and probably won't for several months. Kind of like re-bar adds no value to your house, but you do want it in your foundation.
FYI, I have serious doubts about interim in Q4, with the later start I would not be surprised, and I'm mentally prepared, if ASCO is where we see it.
in the next couple days we will get a PR about where June presentations will take place, Next week I expect H&N and or P2B to start (its not like there are many days left for those)
MD Anderson had to have had permission from ONCS to conduct their trials last year or they would have been violating the patent.
I'm glad to see they are doing this, I hope they coordinate with Texas University MD Anderson, they published a study of IL-12 electroporation in Canines earlier this year.
If ONCS has an abstract it is late breaking, if nothing tomorrow morning the answer is no. As to being dissapointed, well, if there is nothing to present why bother to make something up. ONCS is developing nicely and we get updates when we get updates, not when big conferences are around.
This is not from OncoSec.
Background: The programmed death-1 receptor (PD-1) and its ligand (PD-L1) are key therapeutic targets in the reactivation of the immune response against multiple cancers. Avelumab (MSB0010718C) is a fully human anti-PD-L1 IgG1 antibody currently being investigated in clinical trials. In addition to disruption of immune suppressive signaling induced by the binding of PD-L1 on tumor cells with PD-1 on tumor infiltrating immune cells, avelumab was designed to mediate antibody dependent cellular cytotoxicity (ADCC). Other anti-PD-1/anti-PD-L1 monoclonal antibodies (mAbs) undergoing clinical evaluation are either of the IgG1 isotype and modified to remove ADCC activity or of the IgG4 isotype, which does not mediate ADCC. We present data from preclinical studies examining the ability of avelumab to induce ADCC and factors affecting tumor cell sensitivity to this mechanism. Methods: The ability of avelumab to induce lysis of human carcinoma cells was assessed using whole peripheral blood mononuclear cells (PBMCs) or purified natural killer (NK) cells as effectors. PD-L1 expression was reported as % positive tumor cells and mean fluorescence intensity (MFI) as determined by flow cytometry. Results: Using PBMCs as effectors, avelumab induced ADCC in 8/18 human carcinoma cell lines; tumor cell lysis positively correlated with the percentage of PD-L1 positive tumor cells and PD-L1 MFI. Lysis was increased when NK cells were used as effectors. Pretreating tumor cell lines with IFN-γ increased PD-L1 expression, but augmented lysis in only 4/10 cell lines. Preactivating NK cells with IL-12, however, increased lysis, suggesting a potential for synergy by combining avelumab with IL-12–based therapy. Little or no lysis was observed in NK-mediated ADCC assays vs whole PBMCs or dendritic cells isolated from PBMCs. A tumor cell line insensitive to lysis by CD8+T cells was lysed by ADCC using NK cells and avelumab. Conclusions: Avelumab induced lysis of many
I think your numbers are optimistic. Just taking Melanoma, 76k is the total of all Melanoma diagnosis, not Stage 3 and 4, which would be closer to 1/3 so 25k people, say another 20% of those will respond to PD1 alone and IL-12 won't be necessary, and perhaps half of what is left will be treated with other methods, so roughly 10k about 19% of the numbers you used. That still puts ONCS with a valuation of $2B, and quite frankly you have left off a number of cancers from your list that ONCS will most likely pursue. Keytruda is being used in over 20 indications right now. It is a ways out still, and they need to see some more data points, however I would wager this will start to really fly later this year. Cheers
OncoSec has never traded like most other stocks. Never figured out why, but I think it has to do with the technology they use is poorly understood. However, Institutions are interested and will be buying now that it is on the Nasdaq. Once the PD-1 combination trial starts there will be more eyes on this company.
That will prove to be a mistake because there will be several PR's coming out in the next few weeks. In addition this company had their stock price artificially suppressed prior to the R/S. however you made money, and in the end that is all that matters. congrats on your profit.
except if it followed the pattern of r/s, it would have run up into the R/S as well, instead it dropped by 40%. This stock won't be fair valued till it hits in the $10-$12 range at least.
We are showing as a 3k% increase today which guarantees that we will be listed on the top % gainers for the day. I have posted cliff notes for OncoSec, try to keep it at the top for the day so new investors have some beginning information.
The Chief Medical Officer is Dr. Robert Pierce, he was the project leader at Merck in developing Keytruda, an Anti-PD-1 drug, he then came to OncoSec as he felt that what they were doing was the next logical step for Anti-PD-1 combinations.
ONCS is a medical device/ biotech company. They have a patented electroporation device that can reach anywhere in the body, the device emits an electric current that opens up cell membranes allowing for the uptake of small molecule drugs and dna/rna. The current treatment is IL-12, a cytokine that is very well understood ,after 30 years of study, as a powerful anti-cancer therapy. It has been too toxic for general use, until it was combined with electroporation. Phase 2 study results are very similar to T-Vec, 16% CR, 35% ORR, 48% Disease control rate, and overall survival of 49 months for responders. There are no Serious adverse effects. What the treatment does is increase TIL (tumor infiltrating lymphocytes), other companies that focus on TIL are LBIO, and IMDZ, both trade at much higher valuations even though their pipelines are no more diverse. According to articles published in Nature, TIL is believed to be the reason PD-1 drugs are not effective in the majority of patients. By combining TIL creating therapies and PD-1, a greater response rate can be seen. This has been shown with CTLA4 and T-Vec, as well as a trial conducted by LBIO. For more information watch the recent Corporate overview at Marcum, the link is on the news article dated May 4th.