Post by
SundayMovies on Mar 03, 2023 1:56pm
New Bullcase Analysis.
What we learned?
1) Pancreatic data is so strong that ONCY is skipping directly to pivotal trial.
2) Breast cancer data is so strong and getting stronger. Therefor, ONCY declined ROCHE lowball offer.
3) First time ever that we heard about a competitive process (licensing) is ongoing involving multiple parties (plural used so it got to be at least 2 or more).
4) Side deals are positive to extend cash run away with CAR T
5) Enough cash to last well into 2024. Assurance from management that they will reach next catalysts ahead creating finnancing opportunities.
6) New Goblet catalysts ahead for more indications
7) Exclusitivity period of 90 days, which added nothing to share value, is now over. But oddly the pressure is not on ONCY to strike a deal but for potential buyers/licensees to pony up the money to go ahead.
All this because survival is getting better and better both for pancreatic and breast...
All you need to do is buy and wait. 3 months to go and this baby will be worth Billions.
Comment by
Buckhenry on Mar 03, 2023 4:04pm
what we learned.... sell the day before matt speaks and buy back the afternoon he speaks....