RE:RE:RE:RE:PwC sees continuation of US$ 5 to 15 Billion Bio M&A DealsLikewise, 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 handling not required.
2. mastetic tumours, even unknown can be aided by Pelareorep.
3. The side effects are very limited. Next to zero.
4. Recent Gobblet trials have shown efficacy results well in excess if existing standard of care. For both anal & pancreatic cancers. The pancreatic cancer was significant enough to gain very quick endorsement from FDA with fast track approval.
Those parts if the science have been well discussed. Including th3 " turning cold tumours hot" & the on- going ability to act as a preventative, aka inate adaptation of the imune system.
That, opportunity has had little discussion. Yet could be the largest comercial opportunity.
Buyout?
Wonderful that a $3billion to $10billion " sweet spot", has been identified.
Reality is, not one person on this board or any others knows what discussions have been on- going.
Could be multiple companies in discussions, aka bidding war.
Could be zero companies in discussions.
My common sense tells me, some place in- between.
The bracelet study came with a written contract, Now the parameters of that have been extended to include O.S. Reults.
Could very possibly be two proposals sitting ready to go.
Depending on O.S. Results, offer A or offer B.
totally science based.
Back to Roche?
They have a clear insight to the Gobblet numbers. Last conference call, Matt mentioned " we are looking for durability to the numbers" again science related. He was referring to the in place numbers at that time & how well they would progress.
cancer afterall is tricky !
Back to my time line statement. There MUST be a business development deal announced very soon.
Could we wake up to a buyout offer of multi billions? Anything is possible.
The closer we get to phase 3 enrolment, the larger the value. Aka less risk.
id be thrilled for a misery ending buyout , tomorrow.
i also know, in Onc case, the longer wait is better.
who knows, maybe Incyte, has plans to buy Onc?
Pick a scinario anyone is possible.
on the negative side?
going bankrupt, not posdibe, They don't owe any money.
They have ample $ to operate well into 2025.
Some have bantered on S.P. R/S?
Again not in the cards.
So, we are left with a plethora of options.
Those that are published are positive.
i bought Onc shares to be part of a cancer blockbuster.
many recent results point that way.