Oncolytics Biotech Inc T.ONC

Guggenheim raises Merck US (MSD) to a buy on Keytruda

[Noteable]

The research group that Seamus Fernandez heads notes that it “would be a substantial value-enhancing event” if a cancer therapy combination comprising of Keytruda and anti-TIGIT chemical vibostolimab successfully treated the disease. Analysts believe this might prolong the option for immune-oncology treatment with Keytruda in patients with PDL1+ cancer “far beyond 2030.”

[ The same "substantial value-enhancing event" would apply for other PD-(L)1 immune checkpoint inhibitors in combination with ONCY's pelareorep.

Currently Merck US derives over 60% of its revenue from the sale of Keytruda and the Human Papillomavirus vaccine Gardasil. ]

[Buckhenry]

the only thing I glean from all these worthless posts is no one knows anything. most of the posts on here are like politicians posting campaign commitments they can't never keep.... I will wait for any official information if and when it ever comes.

[Noteable]

This Merck upgrade to a "buy" indicates that the financial community predicts signifianct growth in the immune I/O checkpoint inhibitor combination therapy market and therefore is a positive indicator for ONCY going forward.

[Noteable]

...  in the immune checkpoint inhibitor I/O combination therapy market ...

[Buckhenry]

did guggenheim or Merck state this or is this just another unsubstantiated opinion

[Noteable]

Seamus Fernandez Senior Managing Director of Guggenheim's Healthcare Research team specifically made note that Keytuda PD-1 in an I/O combination “would be a substantial value-enhancing event”, and that was a significant reason for the the firm's BUY recommendation. Unlike you, that's plenty enough substantiation for those in the know!

[Buckhenry]

that's a buy recommendation for merck... not for oncy. I stick with facts... unlike you that like to twist things and potential mislead folks.

[Lesalpes29]

Blah blah blah... we want to know if pela has any value... at the less than 70m!

[Lesalpes29]

At the moment less than 70M....

[Noteable]

Merck and Moderna Announce Exercise of Option by Merck for Joint Development and Commercialization of Investigational Personalized Cancer Vaccine - Published: Oct 12, 2022 Companies on track to report data from the ongoing Phase 2 trial of mRNA-4157/V940 in combination with KEYTRUDA® as adjuvant therapy in high-risk melanoma in 4Q 2022 Moderna, Inc. (NASDAQ:MRNA), a

[Lesalpes29]

Yes billions are coming! GL

[fox7mf]

Yes, billions...hopefully somewhere close to the often stated 'well north of $8b usd.' GLTA!!!

[Noteable]

Merck originally paid $200 million upfront in an agreement for a series of personalized cancer vaccines (PCVs) including mRNA-4157 back in 2016. None of the other cancer vaccines have resulted in the same of degree of development as has the mRNA-4157 vaccine candidate. Merck exercising its license to take mRNA-4157 forward means Moderna is now set for an additional $250 million