daweasl, my objections were to your statement that the monotherapy was a bust (not that the market perceived it so), and the TIL was checked in the treated tumors. I apparently missed what you were trying to say, sorry about that, you are correct they did not check TIL in systemically responding tumors. Of course they would not because at the time that the P2 trial was initiated they were not fully aware of the systemic effect, so that point would not have been written in to the trial mid way through. I think the trial was quite successful however the market does not know how to properly value immunotherapy just yet, that day is coming. Hope you had a good Christmas.
I can't imagine that would add any benefit, T-Vec and ImmunoPulse have similar approaches to stimulating T-Cells. Even if it would benefit greatly in a combination, I doubt they would actually try it because they are seen as competition. I'd more expect an ablation therapy, be it surgery or PV-10, along with PD1 and Immunopulse/Tvec.
Jham, great post. I am not concerned about being first, ImmunoPulse at this stage looks to be a superior treatment. It will all come down to cost, efficacy, survival rates, and SAE's. Melanoma is just one of many solid tumor cancers that ImmunoPulse and T-Vec can treat, undoubtedly T-Vec will be superior in some, ImmunoPulse in others. It may well be that Merck, upon seeing positive interim for melanoma may sponsor additional trials in 5 or 6 indications. Who knows, I'm looking forward to finding out some additional information next month
Wow, talk about a blatant lie. Tell us more, but first you should actually review the P2 trial results, so you don't look like a complete donkey
As you said, ONCS has $35M, and has repeatedly stated, and placed in their SEC filings that they will spend an est. $19M for 2015, they have stated multiple times they have approximately 2 years of capital. There may never be another dilution as there are alternative funding available, however if one happens it won't happen for a year.
Hey, I am an ONCS investor who considers PVCT to be a competitor, if you have not yet read the "Life Science Leader" article titled "Combination Cancer Immunotherapy" , You should, one of the key points the industry leaders acknowledge is the neglect of large pharma's towards ablation. This is a 5 part series and well worth the read for anyone invested in Oncology research. http://www.lifescienceleader.com/doc/combination-cancer-immunotherapy-0001
Don't confuse me for someone that knows what they are talking about. 3 years ago I was fully versed in WMIH, now, not so much. I have PIERS, and I hope to see full restitution on them, but have not expected it. Having said that.
They won't disperse their full funds, they never have, they never will, if they have $100m they will keep $20m. As for tax refunds, yes, they will likely get $80m in tax refunds, then they will have to defend against class 18 claims, and in 2 years they will disperse the $5m that is left to class 19 and 22. Point is, don't count on wmilt for anything past PIERS, as for WMIH, I have no knowledge. I have not bought, and have no desire to buy WMIH.
The way I figure it there is $37m +18m + $40m in from last Q, so that is $95M in cash, Wahuq is owed $95m and Tranche 4 is owed another $20m. I don't see the full $95M being paid this Q, so I'm looking at Wahuq getting $80m of the $115m owed. Hopefully someone who is paying better attention has more info, I wrote this off last year.
still waiting for anything from you to support your "failed"accusations", all I see are trial resutls that are better than the competitors.
Interim is supposed to be out by the 31st, and final probably late Jan/Feb. The only part of the trial I have interest in is the TIL levels. ORR won't be relevant.
post 1 negative piece of information. Please, call it my Christmas present. I just want to read something from you that is factual. I'm begging you
For those that understand about "ethics" "morality" and have ever read a trial result, you should be able to picture the scenario (though probably stretched a bit) where ONCS reports a 100% ORR on ImmunoPulse combined with PD-1. If you have followed the science, and what ONCS is doing, the tests they are developing, and how they are building things up, you have to know the potential, but may not have put the whole thing together.
seriously, wait till you see the MCC data and the expanded P2 Melanoma interim data. Then you will realize the complete picture of what ONCS is about to do.
If anyone else bothered to read the patent application for ONCS ImmunoPulse electroporation device, they would know how far advanced it is beyond current machines. That in combination with tests to see who responds to PD1 and what the IL12 levels are in patients that are being developed, this shows that ONCS is in it for the long haul. When P2B trial is complete, ONCS will run a P3 trial, that trial will show a 100% ORR. Stand by, I'll tell you why
Ziop has the advantage of a deeper pipeline, and being in the CART space which is overrated. I don't have the experience you do, but I agree that ZIOP only has an edge on ONCS where non accessible tumor lay (I.E. Skull)
flight, cameron is correct, the P2B trial starting next year is a Make or break, (every biotech has one), in this case we have T-vec that works very similarly to ImmunoPulse (inputs DNA that attracts t-cells to cancer), T-vec has already proves this approach works with Yervoy, PD-1 is better than Yervoy, and ImmunoPUlse is better than t-vec. So the "threat" is slim to none. As to Ziop, Ziop has the advantage in solid tumors that can not be accessed via intratumoral injection (think brain cancer, and maybe lung). in melanoma ONCS has the edge on them too. Ziop is probably the next best investment to ONCS in the field of cancer (I have not researched that statement fully)
My SA article addresses that, and yes, I think they could be used together, just not sure if there will be an added benefit. Have to wait for the results of current trials
You remember how the last week of November Punit went on a 7 day 7 city trip to talk within institutions? You have to know that this symposium was planned or in planning at that time. It was a challenge, Punit went out and told them what ONCS is doing, challenged them to go talk to their experts, and then come meet mine, ask them whatever you want.
half the information in this article is contained in links. Please go to the SA site and read all the links contained, when you are finished, you will ask yourself "why doesn't everyone own this stock"