Oncolytics Biotech Inc ONCY

Game theory

[Capitalista]

Does anybody know if Pfizer/Merck have access to Bracelet data real-time (as the study is progressing) or will they have to wait until ONC produces their report at the end?

[inthno]

From the June 5th 2019 conference call re: bracelet collaboration.BTW both parties are splitting the costs evenly from different PR's that I have looked at. The design of BRACELET-1 study is going to be the same as our successful IND 213 study in metastatic breast cancer patients with the addition of a treatment arm to include pelareorep. It's an open label, 45 patient, three arm study

[Capitalista]

Thanks, intheno.  If Pfizer/Merck are getting realtime data on Bracelet at the same time as Roche is getting data from Goblet, this (to my mind) increases the chances of a buyout offer rather than a partnership offer.  Nothing makes a company more trigger-happy than the thought that a competitor might jump the gun on them. This, of course, assumes results from both studies are positive

[westcoast1000]

The BD guy on the call indicated they are going for different strategies for different markets and indications. I think they want to go for partnerships for BC and panc, while going for licensing for the various adjuvant indications. A total buyout is not out of the question.

[Capitalista]

I agree -  the BD guy didn't mention buyouts at all last Thursday.  However, they were mentioned as a possibility in previous webinars.  I imagine if someone through $8 to $15 billion at ONC, they would think hard about it.   My thought is that if a Big PharmaCo looks at ONC and sees it is efficacious over several different cancer types and several different types of

[Capitalista]

*threw*  Ah hates typos