<<<The FDA is only interested in statistics, not logic, not money, not political influence, just highly defencable numbers.>>>
Grasshopper... If you believe that FDA is not influenced in some way by money and political influence(especially of big pharma)... then I have a bridge I want to sell you. That's why a significant big pharma partner right now is probably more important than ever... (IMHO).
Amazing how everyone gets roped into these juvenile conversations. Stick to the science. It either works or it doesn't. What got me hooked on ONCY was seeing those dramatic reductions in visual head and neck tumors. There's obviously something here.
I'd rate the science potential / novelty of therapy at a 7.5
I'd rate the interim results thus far at a 6.5
I'd rate management's ability to evangelize reolysin at 4.
For an average rating of a 6.
For me anything with a 1-5 rating I sell
Anything with a 6-7 rating I hold and anything over that I buy.
Science appears to be to intriguing to sell. Do I wish management had a lot more enthusiasm, Yes. that being said... the FDA... really tends to frown upon the sis, boom bah approach to marketing drugs from the small companies. Hence... ONCY's very slow, bland approach about bringing this to market... I believe will ultimately turn out to be the right approach to success with Reolysin.
"what a CROCK...you talked up the "run up" to the conf and now come up w/ this BS? You are the worst pumper, give it up."
Did you whine like that when you didn't get what you wanted from Santa when you were a kid? Sounds like it. Just sayin'.
"The only person on this board that has maintained the proper perspective on Oncy, it's management, and all the rah, rah crap that gets spewed here is D2."
So D2... your opinion?????
Look at the "Ask" right now on Yahoo. That would equate to a $8.4 Billion dollar market cap. Sounds conservative to me given it's far reaching ability to mitigate cancer.
Also thought this line from Oncolytics FAQ section was interesting... "More recently, Oncolytics has discovered that tumour antigens generated by viral oncolysis may educate the immune system to recognize and kill tumour cells."
Lastly, if they have so much going on... is it a little curious to some people that ONCY doesn't have a "careers" or jobs section on their site? You would think that they would always have a need to add more people... wouldn't you think?
"Can somebody speculate what news will be reported by B.T.during this gathering?"
Can somebody speculate? Are you kidding. Have some patience. Enjoy the weekend... great a Bud, burger and a dog. If the news is good switch to the real champagne instead of the champagne of beers.
"If these cos were smart, and they are, they'd be discreetly buying every oncy share they could get."
If that were the case it wouldn't be "discreet" would it? It would then likely be called a partnership, equity investment, etc. Nothing Big Pharma does is discreet. That's why they are not called "little pharma".
For all those that actually speak Spanish... I understand that the correct spelling is c O j o n e s. Spelled with an "O" and not an "a". Just didn't want to sound like an ignorant American to our Latino brethren.
Those with cajones... will be able to ride out the fear mongering. Those withOUT cajones... will give up their shares so that they can be bought at a cheaper price. What is going on right now surely is separating the men from the boys and the women from the girls. Definitely NOT a ride for the faint of heart (or wallet).
"not sayin it will happen. just sayin"
Wow that was a really financial technical piece of quality writing on your part. I think I'm going to dump my Fidelity advisor and start trading on all your wisdom.
"Isn't that telling us we will not hear even the interim details of efficacy at Amsterdam?"
It's all mental masturbation what will happen until the actual conference!
If you're asking the question now... it's probably already too late! It's one of the 7 deadly sins... is it not?
"But certainly the onlychance reo would be reasonbly priced is if we - and not a big pharma partner is calling the shots."
Mr. Fox... I agree with you mostly. However isn't naive to think that Big Pharma, their connections and huge lobbying dollars aren't really calling the shots? Perhaps maybe, just maybe... that Brad was talking about the pricing that he was... was because if he was talking about pricing it wicked low... than he possibly would have raised concern with the big pharmas that reo was going to eat into their existing cash cow "cancer therapies". And if big pharma was that concerned... could they and all their connections work to get ONCY squashed from an approval standpoint. So perhaps Brad recognizes this possibility and he might be smarter than we think. Maybe!
In the end however the first key is to get it approved. And then once that happens... hopefully the good docs that are running the show would have at least taken Econ 101 to understand the basic concepts of Supply and Demand and the Elasticity of Demand... and get this into the most number of veins where it can do the most benefit... while making for a very profitable company.
My sense is the importance of partnering (at least on ONE area of cancer focus)... I believe is more political than financial... when it comes to getting FDA approval. Big Pharma... has a LOT of clout and a LOT of money. When big Pharma is involved... drugs tend to be given the benefit of the doubt first... and only lose FDA status after a bunch of people have died from it. Conversely with a small time player... the FDA tends to take a MUCH more conservative view of things and seems to err on the side of much greater caution. It seems the thinking is... that Big Pharma has invested a ton more to dot their i's and cross their t's and jump through every imaginable hoop the FDA throws at them just to get approval. And it seems the FDA seems to have a mindset that at least with Big Pharma... that if something doesn't work or kills people... at least people have a huge company to sue somewhere down the line. Hence the FDA doesn't have as much to lose by approving something that's borderline from a big company. Conversely if they approve something from a small company and something goes wrong... it's likely that the small company is just going to go belly up... leaving very little recourse for patients and or their families that are left behind. And that's in part my sense why BIG pharma tends to win out in all these games and is quite likely the reason and the leverage that they also have in the partnering game.
However if ONCY truly wants to go it alone... that's why it's ever more important for them to take a much longer time in clinical trials and making triply sure that there is indisputable evidence that this thing is a home run... if they truly want to go it alone.
All just in my humble opinion.
Wow... you're pretty ignorant if you think that the majority of sales are "toys". A huge amount of sales that are actually taking place are using ATVs and side by sides... are being used as utility, maintenance, farming, snow removal. If you were making that comment about Harley (which is 100% recreational)... that would make alot more sense.
For g-d sakes do your homework before you make ignorant comments.
Jim... that was cool of you to say. Yes, I've had that same sort of middle aged, cynical bastard affliction myself. But perhaps by all the shareholders working together... we can help gain some much deserved notoriety for the great work that this company is doing north of the border. My sense is that the financial community downplays somewhat anything doesn't happen in the U.S. But if this were to get some additional media play... perhaps all this can help drive demand for Reolysin from patients and doctors themselves. At least I hope so. Enjoy your day. Signed... sometime cynical, optimistic, bastard aka Michael
Enclosed is a response from a note I sent to one of the directors at the Lance Armstrong Foundation.
(I'll keep his name off this communication so he won't get too bombarded with emails).
That said in addition to the Lance Armstrong Foundation... perhaps its also our responsibility as shareholders to get the word out to other media outlets and cancer hospitals that might not have heard about Reolysin just yet. Perhaps by getting the Reolysin "story" out to more places... it will help drive demand for Reolysin and who knows might also help speed approval. That's just my humble opinion.
Clearly the "health reporters" all local TV stations are always looking to do stories on the latest and greatest advancements on this and that. So perhaps instead of sitting back each day, crossing our fingers and yacking to one another on the message board... maybe it would also make sense to also help spread the word of Reolysin to your own local media outlets (wherever you may be).
Enclosed is the response from the LAF (my initial note to LAF is below that). My hope there is that perhaps through their involvement that they can help generate additional interest and demand for reolysin as well.
(Response from the Lance Armstrong Foundation. See below further my note that he was responding to).
Thanks for passing this along! I will forward to my colleagues on the research side and make sure they are aware. I have lost several close relatives to PC and share your frustration with the pace at which treatment is moving. Thank you for sending this.
Sent: Tuesday, March 29, 2011 6:46 AM
Subject: Very promising cancer trials
I am getting in touch with you at the suggestion of xxxx xxxxxx.
If you’re not already aware of them… I’m writing to pass on info for www.oncolyticsbiotech.com. You’ll see in the upper right hand corner of their site a link to a Fox News (San Antonio) video showing a man with Stage 4 lung cancer. The video shows some dramatic shrinkage in this man’s tumor after just two treatments with “Reolysin” in a 6 week period of time. I have also seen some dramatic pics of some head and neck tumors that were apparently completely eradicated.
I’m writing to you because in a world of cancer research that feels like it’s going at a snail’s pace… this seemingly breakthrough technology seems like it’s moving along much quicker. I found oncolytics biotech after I started doing more research into this when I learned my mom had pancreatic cancer. Unfortunately my mom’s cancer had progressed too far too fast to enroll her in Oncolytics’ pancreatic trials.
I wanted to at very least pass on this info to you in the hopes that Oncolytics Biotech might be able to help some of the many people with different types of cancer that are associated with the Lance Armstrong Foundation.
Thanks for all the great work you all do at the foundation.