My Summary of Cantor Fitzgerald Zoom Call 19 May Extremely busy day for me personally but here's my summary anyway .
I forgot about call but got a pop up warning on my phone so wasn't really set up to get all the info properly. I did buy more shares based on what I heard though.
People attending were:
1. Dr. Diamond Oncology specialist I can't remember his first name unfortunately.
2. Louise Chen. Cantor Fitzgerald.
3. Another Cantor Fitzgerald analyst.
Main question the other CF analyst asked "loaded question" as he put it. Was on Oncolytics Biotech and what can we expect at ATCO on Breast cancer.
He said basically that if this study repeats as well as previous results. It should be quite promising. ( I'm assuming IND-213 and AWARE-1)
"Need a good response rate not necessarily a dramatic one and that if
response rates hold up to what we've already seen."
"That that would be ' Stupendous' " and that nothing could compete with them. "
Went through 4 companies that Cantor Fitzgerald follows.
1. Replimmune: modified Herpes virus
Rp1 Rp2 Rp3 . Interesting he said that Rp3 is most modified virus and as you continue to modify it can cause problems? He seem to prefer Rp1 as most promising?
2. Transgene: Has made strides in head and neck cancer. Most advanced virus in testing is TG4001.
They are working with an AI company NEC. Picking out neoantigens. Sounded promising.
3. Genelux: Vaccina virus. In phase 3 Ovarian Cancer
Tough space. Lots of resistance develops to treatments. Just stable disease won't cut it here. Need PFS or OS to proceed.
4. Oncolytics Biotech: See above. and he said if results are good in breast cancer it could justify using earlier in
treatment cycle as the immune system is beat up by chemotherapy and other treatments.
? First line treatment combos??
Some other general questions the expert was asked was what cancers would OV's be good for?
Answer: Cancers where CI'S don't work well. Cold Tumors. Breast Cancer. Colon Cancer MSI low group.
And " The scourge of mankind " PANCREATIC CANCER.
I'm sure I missed a few minor details but this is what I have from notes I typed and my memory.
Cheers!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!