repost from Yahoo board The KOL talk did not offer much in terms of emotional impact. But these folks are science/medical types, not BD corporate types. They said what the data and the paper says. That's all they would feel justified in saying.
ONCY has said it is proceeding with discussions about the registration trial. That is all that can be said in that vein.
Overall, it is more of the same, in that the investment world basically is ignoring ONCY, despite the remarkable, surprising, encouraging results (insert your own adjective). I still do not understand why that is. No sensible person would believe there is "something wrong" with the results. The results are what they said. No more or less. Nor is their some hidden flaw that makes pela worth little (insert your own conspiracy theory here).
We now look to the future.
The bracelet trial results expected in the first half of the year will be a rerun of the former AWARE trial, with bigger samples.
This December we also get the WOO results that are again with Roche and tecentriq, this time with HR neg BC.
We await these trial results, as we have waited for others for some time. But these results will be much riper and further advanced trial results with a lot of supporting studies to back them up.
I think it will take a total buyout or a major partnership/equity participation that effectively sets a share price that cannot be ignored by the rest of the world before we see what we are waiting for.