Oncolytics Biotech Inc ONCY

PwC sees continuation of US$ 5 to 15 Billion Bio M&A Deals

[Noteable]

"In 2022, we expect M&A investments to reach $350 billion to $400 billion, driven by all subsectors," PwC's Potter wrote in a recent report highlighting the broad appeal of M&A action in health care. "The continuation of the $5 billion to $15 billion biotech deals, combined with medium-sized pharma ($50 billion) and medical device ($25 billion) deals is expected to drive significant investment dollars in M&A." 

[Noteable]

PwC's midyear deal outlook forecasts that : "Increased scrutiny from the US Federal Trade Commission (FTC) around larger deals could mean that 2022 will be a year of bolt-on transactions in the $5 to $15 billion range as pharma companies take multiple shots on goal in order to make up for revenues lost to generic competition in the remainder of the decade. However, don’t rule out the

[Noteable]

PwC reiterates Big Pharma's M&A $5 billion to $15 billion range "sweet-spot" as detailed in PwC's October 2022 success factor report. October 20, 2022 - "...  many companies have recently spent significant time and effort transforming themselves to focus on core therapeutic areas and continued innovation.   With many companies facing patent and

[westcoast1000]

Many here would be joyous at half a bottom level sweet spot. 

[Noteable]

However many more rational others wouldn't be as joyous when the real value for a platform technology is much higher, for reasons already provided. 

[Noteable]

Repost: PwC reiterates Big Pharma's M&A $5 billion to $15 billion range "sweet-spot" as detailed in PwC's October 2022 success factor report. October 20, 2022 - "...  many companies have recently spent significant time and effort transforming themselves to focus on core therapeutic areas and continued innovation.   With many companies facing patent

[Noteable]

 With 2 identified registration trials and potentially more to come, I think that an acquisition price for ONCY somewhere north of US$8 Billion is quite reasonable given Big Pharma's M&A "sweet-spot" acquisition range.

[Noteable]

Today's news on pelareorep demonstrating complete responses in pancreatic cancer further confirms that ONCY's acquisition valuation is significantly north of >US$8 Billion as suggested earlier. November 10, 2022- ONCY Goblet-1 demonstrates complete and partial responses in a cancer with an unmet need that currently lacks any successful treatment options - that will undoubtedly lead

[Noteable]

This is being reposted for those "deniers" and "complainers" who haven't read what's been posted or the reasons why it has been posted: What differs from Biohaven Pharmaceuticals platform technology that was acquired by Pfizer for US$11.6 Billion is that ONCY's platform technology in pleareorep addresses the high value cancer market in a number

[Noteable]

With US$1.7 Trillion in firepower and Big Pharma facing a looming patent cliff by 2025, Big Pharma like Pfizer is actively seeking breakthrough science and medicines, likw ONCY's platform technology, to replenish their product pipelines. Unfortunately there are more of "deniers" and "complainers" who have recently appeared here and who will never see what the future s

[canadafan]

why can't Oncy break through $2 on the NAS ask your shorting friends. not, even a week ago , they were touting under $1 , blah blah blah. even some half Witt still on the other board yammering about ATM etc etc. A few of my friends who bought last few weeks are quite happy with their 38% increase. If they sell or not? Certainly not my concern. The long game, will continue to play out

[Noteable]

I am reposting this header to remind those that pelareorep is a platform technology that can be potentially used in multple indications rather than in just one or two and that ONCY's valuation is much greater than some on this and other message boards have been speculating.

[Noteable]

Barking dogs are recognizing that PwC's reiteration on Big Pharma's M&A $5 billion to $15 billion range "sweet-spot" as detailed in PwC's October 2022 success factor report is quickly coming to fruition as the biopharmaceutical industry moves into late 2022 and early 2023 and their patent cliff challenges are yet to be addressed through the acquisition of innovative "

[Noteable]

Repost : PwC reiterates Big Pharma's M&A $5 billion to $15 billion range "sweet-spot" as detailed in PwC's October 2022 success factor report. October 20, 2022 - "...  many companies have recently spent significant time and effort transforming themselves to focus on core therapeutic areas and continued innovation.   With many companies facing

[Noteable]

LONDON, Dec 20 (Reuters Breakingviews) - Drugmakers are primed for a shopping spree in 2023. Companies like Pfizer and GSK are in relatively good health, thanks to bumper sales from vaccines and a post-pandemic recovery in cancer treatments. Chief executives have a potential half-trillion-dollar war chest to use on dealmaking.  The year 2022 was relatively thin for pharma M&A,

[jimsenior]

@ Noteable  -  Please keep the info coming. Happy holidays to all, and remember. -   The dogs may bark  -  - -  but the caravan moves on. 

[Noteable]

With Reuters now reporting that Big Pharma is "primed" for a shopping spree in 2023 and with a reported US$1.7 Trillion in overall firepower, ONCY's mBC and pancreatic cancer indications as "primed" ONCY for an M&A deal somewhere in Big Pharma's "sweet spot" of US$5 to $15 Billion.

[Noteable]

Should read: ".... ONCY's mBC and pancreatic cancer indications has "primed" ONCY for an M&A deal somewhere in Big Pharma's "sweet spot" of US$5 to $15 Billion."

[Noteable]

ONCY is ready for the FDA's recently sought reforms in the accelerated approval process that would be be codified in the new Congress Spending Bill though ONCY's progress towards a registrational breast cancer study. Consequently, Big Pharma's interest in a "FDA ready company" like ONCY has become even more profound as a result of the recently announced reforms contained in

[Noteable]

Should read: " ONCY is ready for the FDA's recently sought reforms in the accelerated approval process that would be be codified in the new Congress Spending Bill through ONCY's progress and stated intent towards the filing of a registrational breast cancer study."

[Noteable]

According to the law firm of Morgan Lewis of Boston, MA.,  " In 2024, we expect M&A will more closely resemble prior years with a total deal value in the $225 billion to $275 billion range across all subsectors of the life sciences industry. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for

[Noteable]

May 03, 2024 - South Korean CDMO company Samsung Biologics is set to thrive if the BIOSECURE ACT is passed, as would late-stage biologic clinical development companies like ONCY. "China-based organizations have come under scrutiny following the introduction of the BIOSECURE bill, and the federal government will be continuously monitoring joint ventures between US-based companies and their

[Noteable]

The BIOSECURE Act, if passed, could have implications for pharmaceutical and biotechnology companies in the late stages of developing novel and innovative biological cancer therapies. Let’s explore how this legislation might impact these companies: Prohibition on Federal Funding and Contracts: The BIOSECURE Act aims to prevent U.S. federal funding (including

[Noteable]

The value of a late-stage biologic company with a versatile intravenously delivered drug platform, like ONCY's pelareorep, should be quite significant, especially since the drug addresses unmet needs in both orphan/rare diseases and large market diseases.

[Noteable]

According to the law firm of Morgan Lewis of Boston, MA., " In 2024, we expect M&A will more closely resemble prior years with a total deal value in the $225 billion to $275 billion range across all subsectors of the life sciences industry. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for one or more deals in

[Noteable]

According to the law firm of Morgan Lewis of Boston, MA., " In 2024, we expect M&A will more closely resemble prior years with a total deal value in the $225 billion to $275 billion range across all subsectors of the life sciences industry. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for one or more deals in

[fasttrack5]

Okay Notable -  the sooner it happens for ONC say in the 2-5 billion dollar range the better. Life changing for lots of shareholders :) RJ

[Noteable]

May 03, 2024 - The proportion of US$ 10 Blillion deals are increasing versus the US$ 5 Billion "bolt-on" deals. (10:35 timestamp) More competition for late stage biotech companies resulting in premium prices. (13:30 timestamp) https://www.fiercepharma.com/deals/closer-look-2023s-top-biopharma-deals-and-what-lies-ahead

[Noteable]

Pursuant to the previous post noting that the proportion of US$ 10 Blillion deals are increasing versus the US$ 5 Billion "bolt-on" deals is the tangently related May 06, 2024 announcement - Pfizer Inc. (NYSE: PFE) today announced that Andrew Baum, M.D., will join the company as Chief Strategy and Innovation Officer, Executive Vice President. Dr. Baum will be a member of

[Noteable]

You can only hear this if you actually took the time to listen - so listen to another expert saying that the Big Pharma's M&A 'sweet-spot' is US$10 Billion. May 03, 2024 - The proportion of US$ 10 Blillion deals are increasing versus the US$ 5 Billion "bolt-on" deals. (10:35 timestamp) More competition for late stage biotech companies resulting in premium prices. (13:30

[Noteable]

May 03, 2024 - The proportion of US$ 10 Blillion deals are increasing versus the US$ 5 Billion "bolt-on" deals. (10:35 timestamp)   More competition for late stage biotech companies resulting in premium prices. (13:30 timestamp)   https://www.fiercepharma.com/deals/closer-look-2023s-top-biopharma-deals-and-what-lies- According to the law firm of Morgan Lewis of

[Noteable]

More competition for late stage biotech companies ilike ONCY, is "ruffling" up prices into the premium category.

[JohnnyYeg]

Of course there is no way of knowing for certain, but logic would almost dictate that if ONCY, with the success we've seen with Pelareorep to date, hasn't been purchased for "a couple of billion dollars" to date that the value has to be more and is requiring more DD and patience for advanced results. 

[canadafan]

I agree Johnny  the easy deals can be quick. The more complicated, involved deals take longer time. The writing is on the wall, for all to see. Yes there was a high risk deal on the table years ago. Onc wanted more $$. pfizer & Merck asked for more proof of MOA to justify the higher price. that proof is coming to fruition. The recent fda meeting being a huge step in the right direction

[Noteable]

Wainwright is seeing what others are seeing.

[Noteable]

Big Pharma is up against the clock.

[Noteable]

Just sayin' .... According to the law firm of Morgan Lewis of Boston, MA.,  " In 2024, we expect M&A will more closely resemble prior years with a total deal value in the $225 billion to $275 billion range across all subsectors of the life sciences industry. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot 

[Noteable]

June 12, 2024 - Goldman Sachs 45th Global Healthcare Conference - J&J is one drugmaker that’s likely poised to participate in any expectred M&A rebound, according to Nauman Shah, global head of business development for its pharmaceutical segment. “We certainly still have the financial capability and the power to be able to do deals regardless of what size they are,” he said in an

[Noteable]

Like Takeda's US$6 Billion acquisition announced yesterday of a Phase 2/Phase 3 ready psoriasis drug,  ONCY' pelareorep is also a "Phase 3 ready" drug that is can potentially achieve "breakthrough" designation and an accelerated approval status that would result in immediate marketing approval followed-up with a post-marketing

[Noteable]

ONCY's immune molecule platform therapy pelareorep is "Phase 3 ready" on the speculated resulted from the Bracelet-1 Phase 2 clinical trial in metastatic breast cancer, along with the potential of an accelerated approval on the recently announced findings from the Goblet 1/2 clinical trial in pancreatic cancer.

[Noteable]

Should read: - ONCY's immune molecule platform therapy pelareorep is "Phase 3 ready" on the speculated results from the Bracelet-1 Phase 2 clinical trial in metastatic breast cancer,

[Noteable]

December 14,2022 - " In 2022 the industry has been busier than usual on the M&A front. However, the size of the deals in 2022 is also a noteworthy feature of this uptick in biopharma buyouts.  For 2022, the average among the five largest deals presently stands at $10.5 billion. In 2021, the mean ‘upsized’ deal came in at $6.4 billion.  In short, this year’s pharma M&

[Noteable]

"For 2022, the average among the five largest deals presently stands at $10.5 billion. That's up from the  $6.4 billion in 2021. In short, this year’s pharma M&A activity was characterized by a sizable uptick in the number of buyouts and a modest increase in the average deal size on the top end of the spectrum relative to 2021."

[Noteable]

ONCY's pelareorep is a "Phase 3 ready" drug in preparation for the FDA's recently sought reforms in the accelerated approval process that will be be codified in the new Congress Spending Bill, thus placing ONCY in a position to ask the FDA for an accelerated approval at the time the Bracelet-1 ORR and PFS results are announced. Furthermore ONCY's Phase 2 results in

[fox7mf]

Agreed. Except the onus will be on Roche to seek accelerated approval and/or priority review as that BP (I believe) will own Pela/Onc sooner rather than later. GLTA!!

[Noteable]

Whoever the acquirer of ONCY will be (Roche/Pfizer/etc.), their advantage will be that ONCY' pelareorep could very likely be filed for an accelerated approval, on the strength of pelareorep's "Phase 3 ready" state of current preparedness.

[Noteable]

December 15, 2022 - PwC’s partner and pharmaceutical and life sciences deals leader Roel Van den Akker expects deal size to remain in the $5 billion to $15 billion range, as FTC chair Lina Khan promises to crack down on “the biggest mergers and where we see the most market power.” “Good corporate cash remains, there’s fantastic late-stage science out there, still unmet medical need, and we

[Buckhenry]

unnoteable and company just full of ifs and buts and candy and nuts this season... and they got it all figured out..........

[Noteable]

December 16, 2022 - "PwC stated that since pharma and life sciences brands have “ample corporate cash” on hand, there is an expectation that companies will make investments to address medium-term pipeline gaps and reset biotech valuations that ballooned last year.  The report also stated that since the midterm election results are decided and aspects of the Inflation

[Noteable]

PwC reports that for 2023  "the need to invest to achieve transformation will remain unparalleled. Achieving scale to deliver shareholder value is imperative. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for larger deals in the second half of the year." https://www.pwc.com/us/en/industries/health

[Noteable]

Adding to the higer acquisition valuations is that Mizuho Securities believes that for biotech, the “worst days from the recent two-year correction are now likely behind it.” The industry has never seen three consecutive years of negative returns, and Mizuho does not expect 2023 to rewrite history. The analyst firm says this is the second longest and deepest downturn in history, second only to the

[Noteable]

ONCY is a "sweet spot" Big Pharma M&A target based on ONCY's "Phase 3 ready" state of current preparedness. As recently reported PwC's end-of-year deal outlook forecasts that : "Increased scrutiny from the US Federal Trade Commission (FTC) around larger deals could mean that 2022 will be a year of bolt-on transactions in the $5 to $15

[TitanBrawler]

Desperate talk . Don't be fooled by Matt's puppet. It's all bullsh*t The Majors will never buy this pos.  

[Noteable]

"Never" huh? We'll see. Your hedge fund / MM employers has perpetually lived in "never - never land" with respect to ONCY - yet the ONCY has a "Phase 2 ready" immune molecule platform technology in pelareorep which aligns with Big Pharma's strategic needs to off-set their looming patent cliff challenges.  But hey, you admitted to not owning shares in ONCY

[Noteable]

Should read : "....  yet ONCY has a "Phase 3 ready" immune molecule platform technology in pelareorep which aligns with Big Pharma's strategic needs ..."

[Buckhenry]

has anyone realized there are only about 10 folks that actively post on here. that should speak volumes as compared to other stocks i watch. and 90% of these posts are bashings and the other 10% are worthless posts from unnoteable. 

[TitanBrawler]

This post has been removed in accordance with Community Policy

[TitanBrawler]

Notable has narcissistic personality disorder, a mental health condition in which people have an unreasonably high sense of their own importance. They need and seek too much attention and want people to admire them. People with this disorder may lack the ability to understand or care about the feelings of others.

[Noteable]

Reposted for TitanBrawler's benefit :  "... Your hedge fund / MM employer has perpetually lived in "never - never land" with respect to ONCY - yet the ONCY has a "Phase 3 ready" immune molecule platform technology in pelareorep which aligns with Big Pharma's strategic needs to off-set their looming patent cliff challenges.  But hey, you admitted to

[canadafan]

One oF the key indicators of a chat board " basher". Since they cant attack the science or the issues, they distract by attacking those who post the factual issues. Factual: 1.Onc has on- going collaborations with Merck, Pfizer, Roche, & Incyte. 2. they have an in-place partnership with China partner AN...BTW, not far away from $$$ milestones payments to Onc. 3. The recent

[Buckhenry]

you goobers bash the folks that have a different point of view... guess your don't live in a democracy 

[Hydroqc]

You have no point of view. YOU BASH POINT.

[Buckhenry]

sure I do... u just can't comprehend it 

[Buckhenry]

I wanted this stock to be bought out more than any of u forever pumpers.... but I take a realistic approach ..  not the fairy tale approach posting worthless information to try and  keep folks pumped u.  

[Angler101]

Hey Henry....you say we’re bashing you because we don’t agree with your point of view.....isn’t that EXACTLY what you’re doing!?.......You, Amigo, are nothing but a lie, a pathetic joke, a huge fraud.....go and spew your BS somewhere else you twit.

[Buckhenry]

This post has been removed in accordance with Community Policy

[Buckhenry]

I love u too amigo. guess we will all continue bashing into the news year. 

[Buckhenry]

my new years resolution is too post more BS than unnoteable and canadafan do combined. and that's a tall order. 

[Angler101]

Hey Amigo, if you get upset when somebody insults you after you come to this forum and incessantly attack and insult other people, you, should definitely find a new way to make a living. I/we don’t hate you, just the things you do. Somehow  I get the impression you’ve heard that a few times before. 

[Buckhenry]

you insult those who don't agree with ur narrative.... get over it or find another forum yourself dinger... this is a free open forum so get over it. 

[Buckhenry]

all unnoteable does is copy and paste from various websites that I have already read and 95% of his posts have nothing to do with oncy. 

[Noteable]

December 23, 2022 - Biospace reports - 2022 M&A activity in the life sciences sector failed to meet expectations, but Amgen’s recent $26.4 million buy-out of Horizon Therapeutics may be a sign of bigger things to come.  PwC certainly thinks so, predicting a total deal value in the $225 billion to $275 billion range across all subsectors. The firm credits this

[Noteable]

Repost: Noteable (1729) December 23, 2022 - 03:45 PM   RE:RE:PwC sees continuation of US$ 5 to 15 Billion Bio M&A Deals December 23, 2022 - Biospace reports - 2022 M&A activity in the life sciences sector failed to meet expectations, but Amgen’s recent $26.4 million buy-out of Horizon

[Noteable]

Biopharma’s 25 largest companies have almost $1.5tn in available “firepower”, EY estimates in its annual M&A Firepower report, a figure that has grown substantially since 2020.

[Noteable]

" “We expect 2023 to be an active year for deal making – maybe not straight M&A but collaborations and partnerships,” he says. “Watch for the bolt-ons, watch for the alliances – and never say never to the mega-merger.” As Horizon showed, these bolt-ons can still amount to a lot of money. Even Astrazeneca’s $39bn move on Alexion should probably be described as a bolt-on, given that

[Noteable]

In response to those who have insisted on exaggeration with claims of a $60 Bln acquisition of ONCY,  what is more plausible is an acquisition valued at around US$8+ Bln given the "Phase 3 ready" stage of pelareorep in several cancer indications, and the recent comparables of other acquisitions of much earlier stage cancer therapy/diagnostic companies, whose examples were provided

[TitanBrawler]

I like bucks 100 billion buyout better. Anyone have a guestament on how much the stock price will be when we get a 100 billion?? I'm very curious.  Lol

[Buckhenry]

I just want the soothsayers to give us a firm date for the buyout.... funny... they always talk about how much but always skirt the important part of when... their answer is just be patient...lol

[Azzak34]

The old guestament or the new guestament? 

[TitanBrawler]

If we got a $100 billion dollar buyout  Would that be around $900 a share? LeStooge any idea?

[fox7mf]

$60b is just petulant attempts at mockery. The bashers are here because their employers know what's coming...buyout. Nobody knows how much value BP will place in Pela, but it will be substantial. Did Immunomedics shareholders see the $21b coming in the buyout? Nope. Could Oncy fetch a stunning valuation as well? Yup.

[Lesalpes29]

If the product is good enough to trigger multiple buyout offers... nothing that the branleur can do. GL to all longs,

[jimsenior]

For clarification the word branleur translates into English as wanker. The dogs may bark  -  but the caravan moves on. PS. I still think (and do not know exactly how) that pela boost and solid tumors are simply explained. If unique to pela and it proves out.; well!

[TitanBrawler]

Hey JimSenile .  Are you lost?? Just so you know this is the ONC message board.  I'll point you in the direction of the geriatrics message board. LoL.

[jimsenior]

It appears that at least some of the branleurs lack a sense of humour, and that is indeed sad. If pelareorep helps patients that is not something to be sad about. Think positively or at least find a sense of humour. You will feel better And, please do not think I am pumping. I am not; I have to wait til month's end to add. Cheerio

[Angler101]

Jim.......I agree 100%.....I too, am waiting for a small settlement to be deposited in my account, so bashers, please, by all means, get bashing!…hold that share price down for at least a little while longer ‘til Jim and I and a few others, likely, can finish topping up. I just wish the hedgies had hired somebody intelligent to do a better job!....but I guess Beavis and Butthead will have to do...

[jimsenior]

Yes. In my case, it is simply a case of lacking the readies until  the end of the month. I too have a settlement in the works but it appears to be mid-May at the earliest. Shall spend the rest of the day rocking in my chair watching Triple Cross (1966) on youtube, and let this orb spin as it will. Cheers

[Angler101]

Mid May may be just right.....If I was the CEO, I would wait until both fast-tracks are fully approved before agreeing to any buyout from anyone....but that doesn’t mean the share price won’t increase exponentially from it’s present laughable valuation until then.....enjoy your day Jim,  and your coming good fortune.....cheers!

[jimsenior]

In re mid-May. I must be crystal clear, that is in reference to a settlement from a  personal lawsuit that should be settled in May. Nothing to do with this. As far as ONC/ONCY I have no idea when an event will occur. My feeling has been, be in the stock because it could happen anytime. And to be clear to the naysayers, I am not predicting  that anything will happen. I do however think

[Angler101]

I think oncy’s got a whole flock of them ducks...well 2 .......that’s technically a flock, right?

[Noteable]

Flock-ing right !

[Buckhenry]

any word on a buyout date from you soothsaying pumpers?

[Azzak34]

It'll happen before you become of value to anyone.  What's your argument for no buyout? That is hasn't happened yet? 

[Buckhenry]

Ive been ready for a buyout for 3 years.  but im tired of u pumping duffs that think you know what is going on. 

[Noteable]

When Pharmacyclics released its first data in December 2009 for a drug candidate code named PCI-32765, it did not generate much excitement. When the poster containing the data was first put up at a major medical conference in New Orleans, most doctors and scientists ignored it. But one Wall Street investor found his way to the red-and-white poster, attracted almost by some invisible animal scent

[Noteable]

January 17, 2023 - "We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for one or more deals in the $20 billion to $40 billion range before year-end,” the report says. “In transactions, pharmaceutical and life sciences companies may also need to strike the right combination of acquiring in-line/Phase III products to meet

[Noteable]

This week Pfizer's CEO stated at Davos Switzerland conference of world leaders that Pfizer is "interested in smaller acquisitions of “breakthrough” science and medicines. ..... which aligns with what has been posted on this subject in the recent past on how pharma's US$ 5 Bln - $15 Bln  "sweet spot" is in play versus the $60 - $70 Bln mega deal.

[Noteable]

Pfizer's market cap is US$ 232 Billion and the company's CEO has stated that Pfizer is looking at "smaller acquisitions" valued at below Pfizer's valuation. So there is plenty of opportunity foe ONCY to be acquired at Big Pharma's "sweet spot " or above, should Pfizer choose.

[itntdf]

Pfizer cash on hand for the quarter ending September 30, 2022 was $36.123B, a 21.64% increase year-over-year.

[fox7mf]

30% of that $36b, and slap a sold sign on Oncy.

[Buckhenry]

I wished you dreaming dingers were just half right for once.....

[Lesalpes29]

Last week was a good 5 days of trading. January 16th 2023 we started at 2.23 cad to finish the week at 2.53. Not too bad and the better is coming faster then we think. Added 3k shares last friday. Just a little bit over weight at the moment! Have a great sunday and keep your shares if you can!

[Noteable]

If Merck's (MSD) Keytruda is able to gain 5 FDA approvals in a single cancer (NSCLC) ask yourself the true value of ONCY's pelareorep since pelareorep is capable of enhancing the effectiveness of immune checkpoint inhibitors (ICIs), like Keytruda and other ICIs, in multiple cancers. And as background ... Pharmacyclics’ trial drug Imbruvica, was approved for the single cancer CLL for the

[Noteable]

One of the primary take-aways from the 41st Annual JP Morgan Healthcare Conference in rainy San Francisco earlier this month was to expect to see more Big Pharma bolt-on and tuck-in acquisitions of later-stage assets to restock the pipeline as drugs roll off patent, as opposed to mega-mergers or assets that still need significant clinical development. Oncology and immunology

[Noteable]

It's obvious that some don't read what's posted.

[Noteable]

And why they post their WAGs without substantiation is reason to question their motives. Just like we see with George Santos.

[Noteable]

And some try to paint a picture of conspiracy about treating biomarker identified subgroups of patients rather than "all comers" as was how medicine of the 20th century was practiced rather than the current 21st century practice of precision medicine using biologicals that Big Pharma  have pivoted towards, and away from small molecules. I guess some will never understand this

[Noteable]

January 31, 2023 - Pfizer gives guidance that its R&D program will include candidates targeting endocrine receptor-positive breast cancer.   ONCY's BRACELET-1 Phase 2 metastatic breast cancer study has been focused on endocrine receptor-positive (ER+)/HER2 negative breast cancer.   https://www.fiercebiotech.com/biotech/rd-still-lifeblood-pfizer-company-ups-rd

[Noteable]

January 31, 2023 - Unprecedently the FDA granted Pfizer's Ibrance (CDK4/6 inhibitor) a marketing approval in ER+/HER2 negative (HR+/HER2 negative) metastatic breast cancer patients in combination with aromatase inhibitors regardless of menopaual status.  Pfizer's Ibrance currently hold an FDA approval for Ibrance + aromatase inhibitors in patients with post-menopausal metastatic

[Noteable]

Bolt-on transactions in the $5 to $15 billion range are anticipated as pharma companies acquire platform companies to take multiple shots on goal.

[canadafan]

The $5billion to $15 billion, would equate to $75/ps to $225/sp/ Ironically the previously discussed "fair value" of $150/PS +/- is right in between the $75 -$225. So, we wait.

[Noteable]

Yes we wait.  And as we wait more evidence continues to appear as to why the acquisition of a bolt-on platform technology easily falls within Big Pharma's "sweet spot" of US $5 to15 Billion, while some, like AstraZeneca's bolt-on acquistion of Alexion was completed for US$39 Billion.  https://www.mccarthy.ca/en/work/cases/astrazeneca-agrees-acquire-alexion

[Noteable]

A proposed M&A acquisition valuation of US$9-10 Billion for ONCY, as a bolt-on acquistion, comfortably falls within Big Pharma's M&A "sweet spot" range of US$5-15 Billion. Deals in the $5 billion to $15 billion range will continue to be the sweet spot, but according to PwC the second half of 2023 could see some larger transactions. Pharmas will be particularly interested in

[Noteable]

Biopharmaceutical companies last year announced the fewest deals since 2013. They finally started writing big checks, though, with Amgen Inc.’s $27.8 billion deal for Horizon Therapeutics Plc and Pfizer Inc.’s $11.6 billion deal for Biohaven Pharmaceutical Holding Co. pushing volume up by 36% to $82.8 billion, the data shows. Advisers say large drugmakers are likely to be the most active this

[Noteable]

Maybe this revised statement will be better understood by those "Not many People" detrators ... A "putative" M&A acquisition of ONCY valued at between US$9-10 Billion for ONCY, as a bolt-on acquistion, comfortably falls within Big Pharma's M&A "sweet spot" range of US$5-15 Billion. Not much has changed, other than the additional evidence which

[Noteable]

 A "putative" M&A acquisition of ONCY valued at between US$8-10 Billion for ONCY, as a bolt-on acquistion, comfortably falls within Big Pharma's M&A "sweet spot" range of US$5-15 Billion. Not much has changed, other than the additional evidence which generally supports this estimated acquisition valuation.

[Noteable]

Essentially when ONCY is acquired, any outstanding agreements with other parties will be "surrendered" or considered "void" once the acquisition deal is finalized, unless the Licencee renegotiates the 'licensing Agreement" or a new agreement, with the new owner of the acquired company (i.e. ONCY), since nothing in the original A.N. agreement addresses a merger of the

[itntdf]

again, can you supply ANY language in the AN/oncy agreement which supports that postion. the agreement has no provision for termination upon a sale of the compalny.  following is what the agreement says about termination:     15. TERMINATION     15.1

[Noteable]

The corporation laws of most states, including Delaware, Minnesota, Iowa, and those states that have adopted the Revised Model Business Corporation Act, provide that, in the event of a merger, the merging corporation (i.e. ONCY) ceases to exist as a separate legal entity, and all of its assets are vested in the surviving corporation (Big Pharma).  As a consequence all intellectual property

[itntdf]

comparing apples and orangutans.   neither oncy or AN are incorporated in any of the states you mentioned. any notices re: the AN/oncy agreement are to be sent to oncy in christ church, barbados with a copy sent to oncy's canada hq in calgary.  notices to AN are to be sent to hangzhou in the prc. neither oncy nor AN are bound by the revised model business corporation act

[itntdf]

regarding intellectual property, the agreement states the following and i have not said anything contrary to that: 12. OWNERSHIP OF INTELLECTUAL PROPERTY     12.1 Excluded IP. Except for those rights expressly granted under this Agreement, nothing herein shall be construed as

[jimsenior]

@itntdf. ONC is a Canadian corporation so there is that. I don't want to get in the middle here; suffice it to say a pharma acquirer will not leave AN in the cold. It would be very bad business indeed. Cheers. Is there anything to be made of the post from the stoctw. content? TIA

[itntdf]

jim, what is the reference to "the stoctw. content?" if that was a prior post i missed it.  will look back here.

[jimsenior]

Lesalpes brought a post here from stocktwits; I could not figure if there was anything germane in  it, and was wondering if you saw anything in it.

[itntdf]

don't know what happened, but just lost my reply. looked at lesaples' post and agree that mums been the word from oncy.  last substantive information from them (excepting the december 8 presentations) seems to have been the MDA dated march 22, 2022. agree there is nothing on oncy's website which also seems strange.  however, given the exclusivity period which nobody can

[westcoast1000]

Regarding the stocktw post: The first part restates that we have heard nothing since Dec 8, which contrasts greatly with what they were communicating a year ago. The latter part is guessing about the start and end of 90 day period for consideration of the data by Pfizer. But we do not know exactly when that started or if it has ended. If Oncy got an offer from one of Pfizer or Roche it would be

[jimsenior]

@itntdf. Further to AN. They are presently in other trials, one with Keytruda and and another with Tecentriq; trials other than the Phase III Bridging Study. Hypothetically the Phase III could get Chinese Accelerated Approval and run without a CPI. Regardless, AN is squarely in the picture. Perhaps getting Accelerated Approval is a stretch, but AN could possibly use the trials in the West in their

[Noteable]

While ONCY was founded in Canada it is also incorporated in Delaware in the United States. So what applies to US founded companies also applies to ONCY.

[itntdf]

when you say:  While ONCY was founded in Canada it is also incorporated in Delaware in the United States. So what applies to US founded companies also applies to ONCY. every time oncy files a 6k report with the sec it is characterized as a "report of foreign issuer"   this is what is posted with the sec: ONCOLYTICS BIOTECH INC.  

[itntdf]

actually, the agreement does address how the agreement will be handled in the case of a sale, transfer, assignment etc. 24. ASSIGNMENT     24.1 Neither Party shall, without the prior written consent of the other Party, assign, novate, transfer or convey this Agreement (in whole

[itntdf]

and, when you address boilerplate language, this is the type of CYA boilerplate language which would address pulling the rug out from under AN in the event of a sale/transfer, merger or the like: 21. ENTIRE AGREEMENT/VARIATIONS     21.1 This Agreement, together with the Related

[Noteable]

As ITNTDF pointed out in the AN/ONCY "Agreement" : "This Agreement, together with the Related Agreements, and any Schedules or other attachments hereto or thereto, constitutes the entire agreement and understanding between the Parties relating to the subject matter hereof, and together they supersede and replace all prior drafts, previous understandings, arrangements

[itntdf]

believe you are wrong again:  agree that oncy would become defunct but oncy's liabilities would be assumed by the corporation which acquired oncy's assets and liabilities.  the agreement with AN is both an asset and a liability of oncy.  asset in that it would receive various milestone payments as well as a double digit royalty on all sales within the exclusive territory (as

[Noteable]

ITNTDF .. once again you don't understand what you're posting but are still trying to "reach" an improbable conclusion.

[itntdf]

noteable, unfortunately i think you have reached the limits of your intellect on this issue.

[jimsenior]

@itntdf. Deal or No Deal. No competent business is going to sign a deal whereby if the other party is bought out they are left out in the cold. Let go. I see U on another site is finding his funny side. I can see him chortling to himself as he adds shares. Moi. back to hover mode.

[itntdf]

agreed, jim.  and that is the point i have been making about AN's agreement.  can't seem to find the "sorry you're screwed provision" in that agreement which might lead one to believe that AN is a competent business. regarding another post about doing business in china which really means doing business with china's leadership, i agree with that as well which is

[Noteable]

Nothing has changed other than speculation is increasing on Pfizer's hunt for M&A targets making PwC's view that Big Pharma's acquisition "sweet spot" is holding between US$5 and US$15 Billion. And as previously stated a "putative" M&A acquisition of ONCY valued at between US$8-10 Billion for ONCY, as a bolt-on acquistion, which comfortably falls

[Noteable]

Andrew de Guttadauro stated that any ONCY  business development activity would be a one-shot deal with whatever company  and not split between indications.

[westcoast1000]

Noteable, I agree. 

[Noteable]

February 01  2024 - Merxk's (MSD) goes on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago.

[Noteable]

An application of Accelerated Approval in the early stage of disease in pancreatic would result in the commercialization and marketing of pelareorep, which in turn would producr a revenue stream that would be more than sufficient for ONCY to run follow-on Accelerated Approvals and confirmatory Phase 3 clinical trials in other indications, that would create even greater cash flows from the

[canadafan]

I can & only will post on what I see as published public documents. The accelerated approval? A wonderful option.  I believe they could qualify, yet have not indicated they are applying. Therfore that option is one of many.  I would be delighted to wake up to a news release hearing about an accelerated approval situation. likewise a takeover offer from a pharma partner. or

[Noteable]

ONCY's dilution served to raise cash and as a "poison pill" to thwart those who have been trying to take control of the company.

[13X2413]

Please please please. Somebody take control of the company. Maybe we can all raid our kids piggy banks and pool our resources. It's getting more affordable every week. 

[Noteable]

Canadafan, I now agree with much of what you've said in your last post. And Yes, Accelerated Approval is a ticket to move forward on ONCY's  acquisition.

[Noteable]

Pehaps we haven't heard about ONCY applying for an Accelerated Approval because ONCY may seeking to be acquired by a Big Pharma company before this were to happen, since Big Pharma may effectively want to take control of the Accelerated Approval process themselves, to not only assure a positive outcome but also be given the credit for an accretive acquistion of ONCY.

[Noteable]

Then again, we may be hearing about ONCY seeking an Accelerated Approval in metastatic pancreatic cancer in due course.

[canadafan]

I agree, could be hearing about accelerated approval Monday. or anytime.  Regarding " control of the company". Thst process would create an instant increase in SP. Asumming one is talking about an un negotiated takeover? Aquiring the volume of shares would in- of- itself drive the price uP. People have to realize, The recent trading activity has been anemic volume. Trying to

[Noteable]

Biotechs also have big rewards ... by way of acquisitions in excess of US$10 Billion in increasing frequency, now that Big Pharma has reached the patent cliff and have significant cash reserves to make aacquistions. Some analysts have stated: " ...Big Pharma's M&A coffers continue to grow. Pharma companies have between $1.4 trillion and $1.5 trillion in cash, experts say."

[Noteable]

Last week Bain and Company wrote: "Revenue growth is more important than margin growth in healthcare, making M&A an attractive path—and the industry has a lot of cash. With massive cash volumes on hand, pharma companies will look for innovative assets to acquire in traditional areas, such as oncology and rare diseases, as well as emerging areas, such as weight loss, cell and gene

[Noteable]

February 20, 2024 - Forbes -     Back On Track: Biopharmaceutical Sector Sees M&A Revival "The biopharmaceutical sector has experienced a revival in mergers and acquisitions in the second half of the year. I see three primary reasons for this uptick in deal-making intensity: patent expiration, pharmaceutical companies seeking pipeline diversity as a consequence

[fasttrack5]

Waiting.....impatiently....

[Noteable]

Repost ;;; February 01  2024 - Merck's (MSD) CEO Robert Davis went on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led

[Noteable]

February 01  2024 - Merck's (MSD) CEO Robert Davis went on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led by the best

[Lesalpes29]

Matt needs to come up with the big new... not an other addition to the board! Unstable is back if I'm not wrong... we are OK! Lol 

[Noteable]

As posted beforehand a proposed M&A acquisition valuation of US$9-10 Billion for ONCY, as a bolt-on acquistion, comfortably falls within Big Pharma's M&A "sweet spot" range of US$5-15 Billion AND this range should incentivize ONCY's BOD to achieve the best acquisition value for ONCY as they possibly can.

[Lesalpes29]

Love it. When! Ready to enjoy it! GL

[fox7mf]

For sure, when is the big question. I agree with Noteable on valuation (), but hopefully, it's wrapped up with voting packages sent to investors by early May. Most seem to see a deal happening by latest mid June, but there has recently been a proliferation of tepid supporters/soft bashers saying any deal will occur in early 2024. Thoughts Note?

[Buckhenry]

the only thing anyone can say for sure as that we dont know if and/or when nor the price. but its fun to read all the speculation on here. keep it up. 

[Noteable]

Just sayin ... US$12-15 Bln for ONCY is certainly in play now that the FTC has decided against the Amgen/Horizon US$28 Bln acquistion for reasons already provided. The FTC's decision points to the unlikelihood of Pfizer/Seagen US$43 Bln proposed acquisition from being completed, again for reasons provided.  

[Noteable]

Lesalpes aka canadafan aka buckhenry - just sayin' .....

[Noteable]

In reponding to their own likenesses - Lesalpes aka canadafan aka buckhenry - just sayin' .....

[Noteable]

canadafan aka lesalpes aka buckhenry aka itntdf selling trading highs through morgan stanley canada. They have only 1 more day.

[canadafan]

I certainly have not sold any shares into this spike. with only 2 days left before Bracelet abstract becomes public, now iMHO is not ty3 time to be selling.

[Noteable]

Fading on Adlai Nortye in deference to Pfizer and their lawsuit against former Chinese employees accused of stealing trade secrets from the company appears as a subtle signal pointing to Pfizer's lead in ONCY's acquisition. 

[fox7mf]

All this is to say what? Where does Oncy sit in valuations for a buyout? Some here figure on a cheap 'hostile' offer ($1b-$3b), while others figure much more. My modest prediction is a buyout of between $6b-$8b based on future revenue...& by Oct. But...here's the caveat...I'm frequently wrong lol;) GLTA!!!!

[Noteable]

All this says that Big Pharma is facing a looming US$236 Billion patent cliff and are looking to address this issue with a multitude of M&A deals that will fall within Big Pharma's "sweet-spot" of between USD$ 5 Billion to USD$ 15 Billion according to the global consulting company PwC. Given the deals that have been recently announced, Big Pharma has first started consummating

[Noteable]

Pfizer Inc. (NYSE: PFE) announced late last year that it had entered into a definitive agreement with Arena Pharmaceuticals Inc. under which Pfizer will acquire Arena, a clinical-stage company developing innovative potential therapies for the treatment of several immuno-inflammatory diseases. Under the terms of the agreement, Pfizer will acquire all the outstanding shares

[Noteable]

On May 10, 2022 Pfizer announced that it would acquire Biohaven Pharmaceuticals for USD$ 1.6 Billion and would acquire all outstanding shares of Biohaven not already owned by Pfizer for USD$148.50 per share in cash. Biohaven's area of focus is in the treatment of migraine headache. Conversely ONCY's pelareorep is a 'next-wave' cancer treatment technology which is a

[Noteable]

Correction: Pfizer announced that it would acquire Biohaven Pharmaceuticals for USD$ 11.6 Billion

[fox7mf]

Noteable...by stating that you believe BP will start concentrating on bolt-on acquisitions in the $10b-$15b usd range in the coming months, while touching on the Biohaven $11.6b usd acquisition, you seem to be suggesting you firmly believe Oncy's valuation should be parked in this neighborhood. I could get onboard with this :)

[Noteable]

The global sales for migraine drugs have been valued at $4.6 billion in 2020 with a CAGR of more than 9%. The new classes of drugs that are in late-stage pipeline and have higher clinical efficacy, such as the introduction of calcitonin gene-related peptide (CGRP) monoclonal antibodies that have been the focus for Biohaven, are also driving the market growth which could reach USD$11 Billion

[Noteable]

Should read: "...  increasing the overall cancer therapeutics market size to around USD$ 445 Billion (335b+168b-58b) by 2029." 

[Noteable]

Here you go gazzman - read this thread.

[Noteable]

Yet another global report has the PD-1/PD-L1 market reaching USD $117.2 billion by 2027, with a CAGR of 19.8%, during the forecast period, once again as a monotherapy. https://www.alltheresearch.com/report/546/pd-1-and-pd-l1-inhibitors-market

[Noteable]

ONCY's pelareorep is proving to be synergistic with I/O agents such as immune checkpoint inhibitors (anti-PD-1/PD-L1) and this combination is more effective than either agent alone. Consequently pelareorep has the potential of opening up the PD-1/PD-L1 inhibitor market by a factor of 2x-3x. 

[Noteable]

August 09, 2022 -  Big Pharma deal-making primed for acceleration Subin Baral, Global Deals Leader, Life Sciences, Ernst & Young LLP, offers his predictions for M&A activity within industry as we head into the later stages of 2022.  "While big companies have looked more to alliances than acquisitions to access key innovations in recent years, the valuation drop-off

[Noteable]

Read the thread.

[Noteable]

As the market moves into H2 '22 PwC's Potter wrote in a recent report highlighting the broad appeal of M&A action in health care. "The continuation of the $5 billion to $15 billion biotech deals, combined with medium-sized pharma ($50 billion) and medical device ($25 billion) deals is expected to drive significant investment dollars in M&A." 

[Noteable]

Morningstar is reporting today on yesterday's predictions by Subin Baral, Global Deals Leader, Life Sciences, Ernst & Young LLP: August 09, 2022 -  Big Pharma deal-making primed for acceleration Subin Baral, Global Deals Leader, Life Sciences, Ernst & Young LLP, offers his predictions for M&A activity within industry as we head into the later stages of 2022.  "

[Noteable]

So as Morningstar reported on August 10, 2022 -  "We see strong underlying reasons to expect a big increase in deal activity. Whether or not prospective big deals like Merck's rumored acquisition of Seagen close, we have already seen certain Big Pharma players returning to M&A in the second quarter of 2022," Subin Baral, EY's global life sciences deals leader, said in

[Noteable]

ONCY's pelareorep + immune checkpoint inhibitors I/O combination therapy in the breast and pancreatic cancer franchises alone, would comfortably suggest a M&A value of USD$ 8 to USD $15 Billion, given the $Billions deals already announced and the expected flurry of M&A deals over the next few months, for reasons already discussed.

[Noteable]

Repost : "In 2022, we expect M&A investments to reach $350 billion to $400 billion, driven by all subsectors," PwC's Potter wrote in a recent report highlighting the broad appeal of M&A action in health care. "The continuation of the $5 billion to $15 billion biotech deals, combined with medium-sized pharma ($50 billion) and medical device ($25 billion) deals is

[fox7mf]

I love this Noteable...it's all very interesting. But when does Oncy get their B/O and who will finally, after 20+yrs, pull the trigger!?! Lol....this SP is depressing.

[Noteable]

Just remain patient. The general market was predicted to be down in September then according Larry Williams - "UP, UP & Away", and that should be translated into a significant Big Pharma M&A activity. https://www.youtube.com/watch?v=0cQZpPM9mHI&ab_channel=StockCharts  

[Noteable]

Why small caps may be positioned for a breakout https://www.youtube.com/watch?v=GCUeydKMFzg&ab_channel=CNBCTelevision

[Noteable]

On December 08, 2022 the international biotech consulting company PwC wrote: "As the overall economic outlook stabilizes somewhat, the need to invest to achieve transformation will remain unparalleled. Achieving scale to deliver shareholder value is imperative. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the

[Noteable]

Now that Roche's product line insecurity has become increasing apparent the company's need for M&A deals has made PwC's outlook for Big Pharma's M&A "sweet spot" even more relevant.

[Noteable]

Some newly created posters on this message board are demonstrating that they are profoundly overwhelmed by all the reading, writing and "rithmatic" and that those 'special needs" remedial classes they took as kids didn't help them much.

[Noteable]

To reiterate yesterday's response ... Some newly created posters on this message board are demonstrating that they are profoundly overwhelmed by all the reading, writing and "rithmatic" and that those 'special needs" remedial classes they took as kids didn't help them much.

[Noteable]

On today's news of Takeda's US$4 Billion acquisition of the one Phase 2 drug in one indication from Nimbus Therapeutics ... skeptics should now understand why ONCY's immune molecule platform technology pelareorep is worth at least US$8 - US$12 Billion to any Big Pharma company.

[Noteable]

Take notice on how Nimbus Therapeutics spun off this one drug into a separate subsidiary that was acquired by Takeda for US$4 Billion,  so that Nimbus Therapeutics as the parent company, remained intact. This further suggests that ONCY is seeking to have the entire company acquired as a single entity rather than have pelareorep licensed in a piece-meal fashion to seperate Big Pharma

[Noteable]

Like Takeda's US$4 Billion acquisition announced today of one Phase 2/Phase 3 ready psoriasis drug,  ONCY' pelareorep is also a "Phase 3 ready" drug that is can potentially achieve "breakthrough" designation and an accelerated approval status that would result in immediate marketing approval followed-up with a post-marketing confirmatory trial for final

[Quentin30]

It's NOT phase III ready... as Brcelet-1 data will 'iinform' the design of the Phase III trial, and last time I checked, final results were postponed from now, till next May/June... another 6 month slippage. So NO, it is not phase III ready, but it is already Phase III failed. Remember how Brad was called a liar by Adam Feuerstein over his take on the phase III data... ONCY told

[Noteable]

ONCY's immune molecule platform therapy pelareorep is entirely "Phase 3 ready". Definitely resulting from the Bracelet-1 Phase 2 clinical trial in metastatic breast cancer and potentially from the Goblet 1/2 clinical trial in pancreatic cancer. Unfortunately bad actors like Quention30 post nothing other than "trumped-up" disinformation the kind of junk once spread by the

[Noteable]

Refer to yesterday's news of J&J acquiring Abiomed for US$17.3 Billion as a harbinger of things to come further to Big Pharma's need for M&A  deals as most are facing a looming patent cliff by 2025.

[Noteable]

Someone called?? Refer to yesterday's news of J&J acquiring Abiomed for US$17.3 Billion as a harbinger of things to come further to Big Pharma's need for M&A  deals as most are facing a looming patent cliff by 2025.

[Noteable]

And my last few posts on Pfizer's deal making brings me back to the above subject line and Big Pharma's "sweet-spot" in M&A valuations.

[fox7mf]

Roche may strike first based on Goblet data, and drive the price up for PFE...bidding war?

[Noteable]

Pfizer's recent US$2.75 Billion investments in I/O cancer drugs manufacturing capacity in Ireland and Belgium and the Pfizer's CEO deal making comments brings me back to the above subject line and Big Pharma's "sweet-spot" in M&A valuations.

[Noteable]

Pharmaceutical & life sciences: US Deals 2023 outlook December 08, 2022 As the overall economic outlook stabilizes somewhat, the need to invest to achieve transformation will remain unparalleled. Achieving scale to deliver shareholder value is imperative. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for larger

[Noteable]

Repost from December 8th ... December 08, 2022 As the overall economic outlook stabilizes somewhat, the need to invest to achieve transformation will remain unparalleled. Achieving scale to deliver shareholder value is imperative. We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot but see the potential for larger deals in the

[Noteable]

“Promising science that addresses unmet medical needs is incredibly valuable, but significant competition for differentiated and de-risked assets remains,” the PwC report said. “A clear and agile approach to evaluating options will therefore be critical in achieving desired outcomes.”  Many biotechs opted for partnerships with bigger companies in 2022. Headlines at the annual J.P. Morgan

[Noteable]

February 2023 - Pharma and Life Sciences, PwC Switzerland - M&A Trends in Healthcare Industry 2023 "Among large-cap pharma companies, we’re seeing interest in M&A opportunities to achieve their growth plans. They have a particular focus on midsize biotech companies (with a value of USD 5-15 billion) that can fill large players’ pipeline gaps in the coming years. But

[Noteable]

Big Pharma corporations are sitting on piles of cash looking to fund deals and diversify their businesses. Creditors are being extremely cautious when providing loans for risky transactions as interest rates rise. This has resulted in a lag in M&A activity as big players are looking at targets like ONCY that demonstrate the potential of "bolt-on" assets that are approaching near term

[Noteable]

February 01  2024 - Merck's (MSD) CEO Robert Davis went on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led by the best science, not

[Noteable]

As discussed, ONCY's pelareorep has a proven ablility to remodel an immunosuppressive tumor microenvironment (TME), particularly in solid tumors, and the "priming" of the immune system in advance of the addition of a checkpoint inhibitor, like pembrolizumab, atezolizumab, sasanlimab, anti-CD47, etc., for example. https://pubmed.ncbi.nlm.nih.gov/34599020/

[Noteable]

February 05, 2024 -  Novo Holdings Buys CDMO Catalent for $16.5 Billion

[Noteable]

The majority of M&As in 2023 were between US$5 and $10 Billion. This should lead to most M&A delas in 2024 to be between US$10 and US$15 Billion. https://www.fiercepharma.com/special-reports/top-10-biopharma-ma-deals-2023

[Noteable]

February 05, 2024 - Business development continues to be a top priority for BMS. https://www.fiercepharma.com/pharma/bristol-myers-ceo-outlines-transition-strategy-featuring-11-key-brands-continued-dealmaking

[Noteable]

February 05, 2024 - Business development continues to be a top priority for BMS. https://www.fiercepharma.com/pharma/bristol-myers-ceo-outlines-transition-strategy-featuring-11-key-brands-continued-dealmaking  

[Quentin30]

Are you actually suggesting BMS is going to offer 10 Biillion to acquire ONCY..??  If their sweet spot is 10B+, doesn't that actually exclude ONCY... what is the company worth now... oh yes, around 64 million + 20 million cash ?? 64 million for two phase III "ready" assets... even though one of those indications has been phase III ready for almost 6 years, and has been waiting

[13X2413]

Does that mean I can run to the bank and tell them I have a piece of 10B coming? I'll use Noteable as my co-signer. Should help with getting a loan to cover my losses in the meantime. :) Quen30.... the company has less open doors now that San Diego has shut down due to a lack of work. 

[Noteable]

The majority of M&As in 2023 were between US$5 and $10 Billion. This should lead to most M&A delas in 2024 to be between US$10 and US$15 Billion.  Merck"s CEO Rob Davis  confirmed the company's acquisition "sweet spot" as being US$10+ Billion. https://www.fiercepharma.com/special-reports/top-10-biopharma-ma-deals-2023

[Noteable]

BMS is going on the acquisition spree

[Noteable]

Repost ;;; February 01  2024 - Merck's (MSD) CEO Robert Davis went on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led

[Noteable]

Big pharma deploy their firepower The EY global research found that one of the fundamental reasons behind the 2023 rebound is the increased involvement in M&A from the life sciences sector’s biggest players – the pharma multinationals. These companies dominated industry dealmaking, with more than two-thirds (69%) of M&A investment coming from big pharma, compared with just 38% in 2022

[Noteable]

Repost ;;; February 01  2024 - Merck's (MSD) CEO Robert Davis went on record by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as Big Pharma's sweet spot around 12 month ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led

[canadafan]

Likewise, the science has ALWAYS been oncolyitics/ Pelareorep strong point. Few appreciate. Pelareorep is a virus. It only multiples in cancer cells, meaning an I.V. Administration & the drug finds the tumours. There are other similar treatments under study. Pelareorep is one of very few., that does not need to be delivered directly to the tumour. That is a huge clinical advantage: 1. special

[Lesalpes29]

CFan unstable is completly lost! Sometime when I'm not login I can see is Sheet unfortunatly. I respect you CFan and to see the clown blasting you is hard. GL to you CF.

[canadafan]

Lesslpes29: My motives for posting are to try & balance out the hard core bashing team. i hold a lot of Onc shares & regardless of company results, activity or lack of same, readers need to be aware of the realities. Not some loss leader waste of time. About 8/10 posts I refer back to the corporate web site. That is public information & vetted by  lawyers, FDA overseeing &

[Noteable]

If anyone needs to 'blow hard' about their unverifiable personal accomplishments on a message board, then their judgement needs improvement, since what they claim is taken with a "grain of salt" by those with much better judgement and experience.

[Buckhenry]

Me and canuckfan have something in common... sorda...  my motive is to balance out the worthless  postings by the forever pumpers. Loved unnoteable's "repost" the other day... 99% of the pumpers garbage is a repost. Keep up the good work boys. 

[Azzak34]

Haha Bucky is the counterbalance?!?  That's like a seesaw with an elephant on one side and a gnat on the other..... a very, very dumb gnat. You Sir, are ridiculous. 

[ENEMENEMYNEMO]

2 gnats. 

[Azzak34]

While you are certainly dumb, you are new here. Bucky has been furnishing us with his stupidity for a long time. I fear you'll run out of time to reach his level but you've made a strong start. 

[ENEMENEMYNEMO]

Bucky, looks like Azzzwipe is feeling threatened, it ain't "GUD" it's the truth.  Get this to $2.50 and I'll disappear again and pop back in when it hits $1.50 as I've done several times already. 

[Noteable]

The combination of ONCY's pelareorep + immune checkpoint inhibitors is demonstrating to be an effective solution to ADC drug resistance, which is particularly important in heterogenous cancers, such as breast cancer, for example. Given that Pfizer acquired ADC company Seagen for US$43 Billion, it is evident that Pfizer will be seeking an effective solution like pelareorep as an answer to

[Buckhenry]

The pumpers here remind me of the news media motto... never let the truth stand in the way of a good story..

[Azzak34]

You cut to the core of me Nemo. You and the buckster are like a human centipede of stupidity and terrible posts. I think Bucko is number 1 and you're picking up the rear.  I know how we'll get this to $2.50. You and the brain trust come on here and bad mouth the stock you own.... sure fire way to pump those numbers. Might just be dumb enough to work. 

[ENEMENEMYNEMO]

It sinks to these lows for a reason!!! 

[Noteable]

Yes .. Anson Funds Managment is the reason.

[Azzak34]

https://www.fiercebiotech.com/biotech/roches-pipeline-rethink-hits-20-new-molecules-cancer-candidates-join-discard-pile

[Noteable]

Roche cull ..."The drugmaker needs to terminate some programs to free up cash to invest in accelerating “a number of projects that have a high likelihood to succeed and have a huge patient impact,” Schinecker said. "

[Noteable]

According to a new Evaluate 2024 analysis the orphan drug category is set to pick up $185 billion in sales this year and some $270 billion by 2028.    While the obesity market is currently the hottest ticket, blockbusters across disease areas such as neuroscience, immunology and oncology stand to overtake orphan drug’s slice of the pie. What is notable is that ONCY's

[Noteable]

According to the Evaluate 2024 report, the top 10 most valuable orphan drugs will together collect more than $57 billion in 2028. That top 10 list has had a bit of a shakeup since Evaluate’s last ranking in 2023, largely due to increasing competition and the Inflation Reduction Act.

[Noteable]

According to Spherical Insights Research the Global Breast Cancer Market Size is expected to reach USD $85.5 Billion by 2032, at a CAGR of 10.3% during the forecast period 2022 to 2032.  The Global Breast Cancer Market Size was valued at USD $31.9 Billion in 2022. Research and development in the field of breast cancer have expanded as a consequence of increasing demand from the

[Buckhenry]

If the forever pumpers would take a more realistic view and quit posting like everything is Rosie and companies are lined up competing to buy this company for the last humpteen years we would not have to keep this up. What percentage of this stock is owned by large institutions?  No matter how great the pumpers say pela is the large institutions shy away at this low price. The only thing this

[Noteable]

Merck's (MSD) CEO Robert Davis went on record in February 2024 by saying that Merck's acquisition "sweet spot " is US$ 10+ Billion, as had been suggested as being Big Pharma's sweet spot around 12 months ago. During JPM 2024 Davis and research chief Dean Li, M.D., Ph.D., remained consistent with previous comments that dealmaking decisions are led by the best

[Noteable]

April 24, 2024 - Roche cull - Roche R&D rethink cut 20% of new molecules as cancer candidates ..."The drugmaker needs to terminate some programs to free up cash to invest in accelerating “a number of projects that have a high likelihood to succeed and have a huge patient impact,” Schinecker said. "  It would seem that Roche is looking to raise cash by cutting a significant

[Noteable]

“To the extent you’re able then to shift the development program toward a biologic embodiment of the biology you’re trying to exploit,” Richard Pops, chairman and CEO of biopharma Alkermes, said, “that’s probably worth on the order of twice as much as doing it in a small molecule.”  The IRA does include a provision exempting single-indication orphan drugs, plasma-based drugs and low

[Noteable]

What seems to be increasingly driving Roche to the opportunities in the novel biologics space is that Roche’s oncology drugs Herceptin®, Avastin® and Rituxan®, which typically generated about $21 billion in combined sales, have been dramatically impacted by biosimilars to these products, when they hit the market. Roche believed its brand name would represent significant value

[Noteable]

April 8, 2024 - RBC Capital Markets -  The M&A Pool Set to Accelerate Biotech Innovation - Transcript https://www.rbccm.com/en/insights/transcripts/the-ma-pool-set-to-accelerate-biotech-innovation.page Alex Lim I think the theme has been over the last six months to a year, really, you know, big pharma looking for late stage commercial assets to acquire from biotech. .... [And] you

[Noteable]

April 11, 2024 - Vertex will acquire Phase 2 company Alpine for $65 per share or approximately $4.9 billion in cash.   “Today’s announcement marks a new chapter for Alpine,” said Mitchell H. Gold, M.D., Executive Chairman and Chief Executive Officer of Alpine. “It became clear during our discussions with the Vertex team that we share many core values, including a commitment to

[Noteable]

Many large drug makers have struggled to internally develop enough new blockbuster treatments to replace aging cash cows going off-patent. Rather than go it alone in risky early-stage R&D, they are turning to biotech companies working at the frontiers of medicine. These smaller biotech firms are proving to be fertile ground for novel drug discoveries. Despite their small teams and budget

[Noteable]

The anticipated big pharma acquisition binge shines a light on the value that small, innovative biotech players can bring to the healthcare ecosystem through their scientific discoveries. With deep-pocketed buyers on the prowl, the stage is set for the next generation of medical breakthroughs to be commercialized at scale.

[Noteable]

Start your DD with this thread. 

[Noteable]

“As patent expiries draw closer, M&A is becoming a vital tool for pharma companies looking to bulk up near-term revenue and strengthen drug pipelines,” explains Bryan Luchs, Partner at White & Case. According to Cantor Fitzerald, big Pharma had close to $1.37 trillion in cash in 2023, the second-highest in a decade after the 2021 Covid-vaccines-induced boom. Now, however, estimates are

[Noteable]

According to Cantor Fitzerald, big Pharma had close to $1.37 trillion in cash in 2023, the second-highest in a decade after the 2021 Covid-vaccines-induced boom. Now, however, estimates are that these companies’ cash piles have grown even higher, further bolstering the industry’s firepower. Their pursuit of diversification could trigger a cascade of oncology-focused M&As,” says Aaron

[Noteable]

As posted on April 11, 2024 - Vertex Pharmaceuticals is acquiring Phase 1b Alpine Immune Sciences for $4.9 billion, gaining access to povetacicept, a potential treatment for IgA nephropathy and up to seven potential indications. [ONCY has 2 registration ready clinical indications (mPDAC and mBC) and multiple additional indications (ie. anal cancer, TNBC, CRC, GI cancers, Gliomas, etc.)]

[Noteable]

The number of patients at later time points in the Alpine Immune Science povetacicept phase 1b clinical trial, now reported as a Phase 3 ready clinical candidate, is only six patients in the 80mg dose arm reaching week 36 and just one patient reaching week 48 in the trial. On this limited Phase 1b clinical data in a small population of trial patients, Vertex acquired Alpine Immune Science in an

[Noteable]

To add valid context rather than speculation to Big Pharma's current merger and acquistion (M&A) activities  - Vertex Pharmaceuticals is acquiring Phase 1b Alpine Immune Sciences for $4.9 billion, gaining access to povetacicept, a potential treatment for IgA nephropathy and up to seven potential indications. [ONCY has 2 registration ready clinical

[Noteable]

June 20, 2024 - "“As dealmakers become more comfortable with regulatory uncertainty, we’ve seen dealmakers increasingly focused on deals in the $5 billion to $15 billion range rather than in large-scale transformative M&A,” Roel Van den Akker, PwC’s Pharma and Life Sciences Seals Lead, said over email. “Significant progress in innovation continues and we expect to see continued robust

[canadafan]

Nice view Noteable. The $5m to $15 m sweet spot discussion. Additionally explaining they are looking for scientific opportunities, not necessarily financial. Yesterday I had an unrelated ( to do with anything onc financial or similar), visit with a friend of mine. He is ultra educated 3 master degrees. Retired school principal. His daughter is a technical writer for a pharm company. Hearing

[inthno]

Thank heavens for that end of day support. Having said that, it was a good pr and one we were expecting. Still need the partnership or bo to move the sp and that's all there is to it.

[canadafan]

Obviously no end of day support today. nice nr today, more to come

[Noteable]

"The first half of 2024 shows how the industry has learned to execute accretive deals in the face of persistent headwinds,” the PwC report’s authors concluded. “  "So what’s driving interest from buyers? The report’s authors pointed to “strong numbers of novel therapeutic approvals, alongside major strides in innovation.” And ONCY's pelareorep fits both the accretive and novel

[Noteable]

"The first half of 2024 shows how the industry has learned to execute accretive deals ... ” the recent PwC report’s authors concluded.  ONCY's pelareorep fits both the accretive and novel therapeutic approval value proposition check-offs that Big Pharma says it is looking in an acquisition deal.  This nothwithstanding Big Pharma has been increasingly moving upstream in the R

[Noteable]

May 14, 2024 - Recent Trends in the Global Cancer Biologics Market In recent years, the global cancer biologics market has witnessed several notable trends that have reshaped its dynamics: Rise of Targeted Therapies: Targeted therapies have emerged as a significant driver of demand in the global cancer biologics market. These therapies, designed to specifically interfere with

[Noteable]

repost - June 20, 2024 - "“As dealmakers become more comfortable with regulatory uncertainty, we’ve seen dealmakers increasingly focused on deals in the $5 billion to $15 billion range rather than in large-scale transformative M&A,” Roel Van den Akker, PwC’s Pharma and Life Sciences Seals Lead, said over email. “Significant progress in innovation continues and we expect to

[Noteable]

According to pharma industry analysts, there is record-breaking undeployed dry powder available in private equity (PE) owned pharma assets requiring monetisation. Intensified PE investment in the pharma sector is poised to fuel accelerated M&A activity. All these trends consequently boost investor and consumer confidence,which is predicted to spur M&A activity in the pharma industry. 

[Noteable]

June 15, 2024 - "In the ever-evolving landscape of biotechnology, mergers and acquisitions (M&A) are emerging as pivotal mechanisms driving strategic realignments and innovative endeavors. A closer examination of these trends not only unveils the dynamic nature of the industry but also sheds light on the transformative potential of precision medicine.  Recent years have witnessed a

[Noteable]

Recent years have witnessed a strategic repositioning among pharmaceutical giants, epitomized by Pfizer's strategic pivot towards oncology. The acquisition of Seagen, a renowned player in the realm of targeted cancer therapies, for a whopping $43 billion, serves as a prime example of this strategic shift. This move underscores the industry's recognition of the vast opportunities