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Bullboard - Stock Discussion Forum Oncolytics Biotech Inc T.ONC

Alternate Symbol(s):  ONCY

Oncolytics Biotech Inc. is a biotechnology company. The Company is focused on developing pelareorep, an intravenously delivered immunotherapeutic agent that activates the innate and adaptive immune systems and weakens tumor defense mechanisms. This compound induces anti-cancer immune responses and promotes an inflamed tumor phenotype turning cold tumors hot through innate and adaptive immune... see more

TSX:ONC - Post Discussion

Oncolytics Biotech Inc > PD-(L)1 checkpoint inhibitors to reach $58 Billion by 2025
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Post by Noteable on Oct 12, 2022 6:46pm

PD-(L)1 checkpoint inhibitors to reach $58 Billion by 2025

PD-1/PD-L1 checkpoint inhibitors significantly outperformed the global oncology market, growing at 5-year CAGR of 45%, or three times the rate of oncology overall, and are expected to reach $58 billion globally by 2025

Author - MARKUS GORES, Vice President, European Thought Leadership, IQVIA Research

BIOMARKERS: AT THE CENTRE OF SUCCESS

From the very beginning, biomarkers have been an integral part of the story of the PD-1/PD-L1 checkpoint inhibitors.

Undoubtedly, Keytruda was in the right place, at the right time, for their patient selection based high PD-L1 expression strategy to be so successful. However, the importance of biomarkers for the success of PD-1/PD-L1 inhibitors cannot be overstated, and it is only growing.

In an increasingly crowded marketplace, competitors need to demonstrate differentiated value, e.g. by targeting sub-populations with high unmet need and by ‘guaranteeing’ positive patient outcomes, for which diagnostic and predictive biomarkers are essential.

The high noise level generated by the two leading PD-1/ PD-L1 incumbents, Keystruda and Opdivo, further raises entry barriers to the market and it demands commercial precision from later entrants with smaller checkpoint inhibitor franchises to be able to compete successfully.

THE RISE OF COMBINATIONS

The vast majority, 83%, of current clinical trials test combinations of PD-1/PD-L1 inhibitors with a broad range of modalities, spanning other immunotherapies, targeted therapies, chemotherapies and radiotherapies.

There is a plausible rationale for exploring combinations to overcome resistance and achieve a deep and durable response, including stimulating a stronger T-cell response, e.g. by blocking other inhibitory checkpoints; the direct modification of tumour immunogenicity, e.g. via chemotherapy, radiotherapy or oncolytic viruses; or a multi-pathway attack using other targeted therapies, e.g. VEGF or PARP inhibitors.

For all the uncertainty surrounding individual innovation efforts, collectively, the ongoing frantic development activity will lead to overwhelming complexity of the future PD-1/PD-L1 treatment landscape. This goes beyond the sheer number of available therapies and raises many practical questions for oncologists and payers alike, for example: How and when to combine different agents? How many agents to combine, e.g. double or triple stacked treatments? How to sequence such combinations? How to assess the differential value of different combinations against which standard of care, and against each other?

The challenges caused by such overwhelming complexity drive an even greater need for diagnostic and predictive biomarkers to diagnose and treat patients with ever greater precision, e.g. accurately identifying high responders for a given treatment regimen and predicting the occurrence of adverse events, to enable the optimal use of the emerging, vast armamentarium of future PD-1/PD-L1 therapies - which ONCY is addressing with pelareoep in combination with multiple PD-1/PD-L1 therapies in its objective to increase the current 10-20 % effectiveness of PD-1/PD-L1 therapies by a factor of 1 or 2 times higher.
Comment by Noteable on Apr 23, 2024 9:53am
MISSISSAUGA, ON, April 23, 2024 /CNW/ - Roche Canada is pleased to announce that on March 13, 2024, Health Canada issued marketing authorization for Tecentriq® SC (atezolizumab, solution for subcutaneous injection), the first cancer immunotherapy for subcutaneous (under the skin injection) administration in Canada, for specific indications in lung cancer ...more  
Comment by Noteable on Apr 23, 2024 11:03am
Roche's acquisition of the marketing approval of tecentriq SC in Canada, could now be the catalyst for Roche to make its move on ONCY, thus prompting other bidders to escalate their M&A discussions with ONCY.
Comment by canadafan on Apr 23, 2024 11:32am
Regarding the short question. Not my bag at all. Never have shorted, never will. imho, the whole process should be banned as it is in some countries. Saying that. I'm not certain,but I believe the shorting rules are easier on the Nas than the TSX. lower price limits & various margin ratios. Getting rid of shorting would substantially help Onc(y) shareprice. and certainly more than a ...more  
Comment by Noteable on Apr 23, 2024 11:37am
Very typical stock price action -- CrF posts and the price goes down.
Comment by Noteable on Apr 23, 2024 11:35am
Pelareorep's life cycle managment is to first to pair pelareorep + with an IV immune checkpoint inhibitor, thus bestowing pelareorep's 13 years of exclusivity on to the IV ICI (which are about to lose their patent protection in 2028) and then subsequently partner pelareorep with an SC ICI, which will gain an original molecule patent extension, based on the new SC route of administration ...more  
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