you are 100% furbush...they are the same person. Pretty sad that he needs to create another ID and give himself kudos since no one else will.
The entire article can be accessed through this link:
Part 3 of 3.....
To evaluate OncoSec as a venture stock is to disassociate the company from current market trends and judge solely based on core fundamentals. In my view, company fundamentals have never been stronger. Our excellent management team remains in place; our cash position is stronger than ever; we are rapidly expanding our pipeline to address a wide variety of immune targets and tumor indications; our core technology continues to demonstrate a potential to fundamentally impact the cancer treatment landscape and provide serious benefit to a large number of patients; our advisory board and stakeholders are comprised of the best and brightest in the field; and we have several key milestones planned for 2014 that we believe are of unprecedented significance for the company.
As the fall season approaches and activities ramp up, I am confident in our ability to execute on these key milestones and generate value for our stakeholders. Even more importantly, I believe in our platform’s potential to address some of the greatest unmet medical needs of our generation.
Part 2 of 3...
As is often the case, first-to-market status holds substantial weight when the agents at times appear to be only marginally differentiated (i.e. similar checkpoint inhibitors). However, even early participants in the race to bring a PD1/PDL1 antibody to market will likely be at a significant disadvantage over time if they lack pipeline depth, breadth, and/or differentiation. The key advantage in the coming future will be to strategize or align with differentiated treatment components – components that ImmunoPulse could provide to a potential partner as a non-viral intratumoral immunotherapy platform that is methodical yet simple, personalized yet readily adaptable, and includes other unique device-related attributes outside of the novelty of DNA-based targets. The breadth of the ImmunoPulse platform also allows for multiple distinct strategies for reversing tumor-induced immune subversion, as therapeutics amenable to OncoSec’s intratumoral gene-electro therapy technology include ANY DNA-encoded protein targeting key pathways of immune subversion. Furthermore, the depth of the overall commitment to ImmunoPulse includes an emphasis on intellectual property, human capital/expertise (with several Key Opinion Leaders in the field), and overall investment. With over 27 US patents and three ongoing clinical trials (not including new development targets and indications), OncoSec’s commitment to immuno-oncology is undeniable. These activities will increase our potential paths forward and lay the foundation for numerous combinations to emerge in the immuno-oncology treatment paradigm.
While the recent hit to small-cap bios has certainly had a negative impact on OncoSec’s share price, there is a beacon of hope amid all the panic – a “Gatsby-esque” green light in a sea of red that, unlike the unattainable dream signified in the novel, represents an unwavering fundamental truth about the company: from a venture stock perspective, nothing has changed.
To date, competitor progress in immuno-oncology has primarily been defined by the rapid advancement of PD1/PDL1 programs; and portfolio assessment has been mostly limited to the tabulation of various potential targets. In the emerging immunotherapy landscape, I believe it is still too early on to declare winners and losers. However, given the breadth of the opportunity, we expect several important components to be the key value drivers in speculating venture opportunities: People, Pipeline, and Positioning.
The immuno-oncology field is such that: (a) combination approaches are clearly the way of the future; and (b) rapid progress from bench to bedside leaves little room to falter. Thus, breadth and depth remain the ultimate goals for both tumor responses and company pipelines. While the critical importance of PD1/PDL1 backbones is unlikely to diminish, I believe that development approaches like OncoSec’s ImmunoPulse have made it clear that we expect the monotherapy to become rapidly antiquated by novel combination therapies. While there is no “magic bullet” for all cancers, there is certainly plenty of room for multiple PD1/PDL1 combinations to emerge that employ checkpoint inhibitors, co-stimulatory agents, and other immuno-modulatory facilitators.
I'm sure this was s tough review to write coop, but as always, it was done with a lot of class! I believe in the science & I believe in INO....I will hang tough!
You have got to be kidding! Both of those guys post great information here and are a genuine asset to this board. You are way off base! What have YOU posted here of any value...I would say absolutely nothing!
Totally agree 300! If a PR does come out about yesterday's presentation, it will probably come out Monday or Tuesday. They like to issue these types of PR's at the beginning of the week. BTW, nice to see you posting again...missed you here!
Yeah, same here Tag. The Doc found a melanoma on me 10 years ago and I too am with the SPF and umbrella.
Juice......OMG....haven't seen you post here FOREVER!!! How have you been buddy? Glad you are still here my friend!
Yep, really hurting here. Have fun with your $630 and your lower class cabin. I made more than that today with the PPS moving up 1/2 a penny.