Oncolytics Biotech Inc T.ONC

It's on Twitter... ASCO Results

[SundayMovies]

https://twitter.com/PrECOGonc/status/1665084410939559936/photo/3

[jimsenior]

@Dude1234 on STW. Search Phase 1 Trial of Sargramostim/Pelareorep. There is some info there. If the pelareorep boost can get through (and we do not know that), I wonder if the dsCAR T might get carried. Total speculation on my part and probably wrong, but one can dream. Good luck Monday. Cheers.

[askretka]

Pelareorep can cross BBB well documented.  Alan Melcher stuff in UK many years ago. CAR-T looks like it might work in Pediatric HGG but it needs some help. Pelareorep coated CAR-T cells might do the trick? We'll have to see what Dr. Vile has to say Monday. I was surprised to see him on panel actually he's a very busy dude. Cantor Fitzgerald has been asking a lot of questions about

[lonc17]

The SP is going to drop by at least 25% if ONC fails to deliver updated results on Monday morning.  And based on the cursory glance at the ASCO slides, it appears ONC will have nothing new to say.  Damn, I hope I'm wrong. Keep in mind that as recently as the March Investor Presentation on their website, ONC was telling us OS data would be presented H! 2023 (ie. ASCO). And now

[Azzak34]

Lot of ifs in there, if your granny had balls she'd be your grandad! Sell your shares. Don't take the risk. Sleep well and move on. 

[Noteable]

A second trial demonstrating that pelareorep works as a single agent is NEW PROOF that pelareorep works as an active anti-cancer agent and is able to convert an immunosuppressive TME to one that is more favorable to various I/O therapies including more effective ICI, CAR-T therapy, bispecifics, ADCs, and small molecules such as PARP and CDK4/6 inhibitors. A PFS of 86% prepares pelareorep for an

[Noteable]

Furthermore ONCY's Bracelet-1 Phase 2 results were obtained from heavily pre-treated estrogen postive/HER2 negative metastatic breast cancer patients who failed on estrogen and CDK 4/6 therapies. Consequently the 6 month PFS of 86% represents a Confidence Index of 95% that single agent pelareorep was between 54% and 96% better that the control group of paclitaxel alone. Initiating treatment

[jimsenior]

@Noteable. Did you mean Confidence Interval? TIA

[Noteable]

Correction - Yes Confidence Interval (CI) A Standard Incidence Ratio (SIR) is an estimate of the occurrence of cancer in a population relative to what might be expected if the population had the same cancer experience as some larger comparison population designated as “normal” or average. A 95% Confidence Interval (CI) assesses the magnitude and stability of an SIR. Specifically, a 95% CI is the

[13X2413]

It looks to me like there's still a lack of clarity and a lot of confusion amongst the posters.  Monday morning will be the indicator in terms of how the "professional" investing community feels.  Let's hope for some positive vibes. 

[westcoast1000]

Monday will indicate how key opinion leaders feel about the results. The investment community will likely continue to ignore ONCY until a sale, a partnership or a phase 3 is announced.

[Noteable]

50% median PFS improvement in the pelareorep + paclitaxel treatment arm  (9.6 months) over the control arm of paclitaxel alone (6.4 months) to cut-off date of May 2023 which is significant from a treatment improvement perspective.

[jimsenior]

@Noteable. I believe the cut-off date was Oct 2022 for those numbers. I may be wrong.

[westcoast1000]

jimsenior, If those numbers are the same as the ones released previously, they could have been on a slide that discusses how the results evolved starting from last October. In any case, they told us about 10 times that the data would be current up to May 2023. They cannot fail to actually do that. 

[jimsenior]

@westcoast. I have a limited grasp of trials. I am basing my assertion on a careful reading of the release May 25, 2023. I think we may be in for a pleasant surprise, but I admit to being a bit lost.

[Noteable]

jimsenior - https://twitter.com/ElisaAgostinett/status/1665075858414120960/photo/4

[Noteable]

The earlier October 2022 cut-off PFS results involving pelareorep as a single agent  are being sustained 7 months later - well into the May 2023 cut-off date - which is a "Good Thing", and demonstrates that the single agent pelareorep (+ paclitaxel) treatment is not only effective but enduring when compared to the standard of care (SOC) control group (paciltaxel alone). https:

[lonc17]

That fourth slide is very interesting.  Though barely legible, this is my take: 1.  The data is an update as of May 2023.  A great relief, I must say. 2.  Pela/Pax Median PFS 9.6 months (It looks like 9.6),  versus... And this is the big reveal... 3.  Pax stand alone PFS 4.4 months (It looks like 4.4). So, more than double median PFS.   Gosh, I hope

[westcoast1000]

Ionc, You can double click on the slide from twitter and read it clearly. The pax number is 6.4 not 4.4 as far as I can see.

[lonc17]

Darn, slides 3 and 4 look much less like a homerun once I see them clearly. Might have to wait 6 more months for OS to mature before a real partner steps up?

[Lesalpes29]

Matured datas are not suppose to be datas from october 2022. That doesn't make sense. See you tomorrow morning. Gzl

[Noteable]

Should read: .... heavily pre-treated estrogen postive/HER2 negative metastatic breast cancer patients who failed chemotherapy (taxanes), estrogen and CDK 4/6 therapies

[Noteable]

Slide #3 shows that pelareorep + paclitaxel met the primary endpoint ORR objective at 16 weeks that the study set out to accomplish. Slide #4 shows Progression Free Survival (PFS) which showed that pelareorep + paclitaxel PFS surpassed the control PFS by 50% (9.6 months vs 6.4 months). Consequently, the Bracelet-1 study reproduces the IND-213 study results and serves to reinforce results of

[westcoast1000]

Yes, I agree with you Noteable. The efficacy of pela on its own means we can be viewed as and valued as an agent that kills cancer, not just an immune stimulant. That is highly significant. I have not seen or looked up the IND 213 results to see if the pfs on that trial at the same time out from treatment is comparable. But if we can manage to get comparable OS results to IND 213, we will have

[Noteable]

In oncology clinical trials PFS is viewed as fortelling OS. ONCY's Bracelet-1 study demonstrated that pelareorep is able to improve the median PFS over SOC-paclitaxel by 50% which suggests similar long term OS results that IND-213 demonstrated.

[Quentin30]

so it has taken 5 years for ONCY to say... our results from our 'randomised' phase II trial were real... phew... that's good... so Noteable... given that you kept repeating how the value of ONCY was not in the current pps, but in its value to the aquirer for use with their CPI...  what now..? there wil be no CPI added... the presentaton states as much. If this is how long it

[Noteable]

The value of the Bracelet-1 results are significant with the major take-away being that the Bracelet-1 Phase 2 trial validates the results of the earlier IND-213 study in demonstrating that pelareorep is a single agent cancer killing drug that can be used alone or in combination with other I/O agents. And this overcomes the issue of assessing combination regimens since combinations are difficult

[jimsenior]

@lonc17. If you read Noteable's post  at 10:14 today. you would realize that the update was included yesterday. Monday AM is explanatory.