Oncolytics Biotech Inc T.ONC

Next Catalyst FDA itself - Market itself

[SundayMovies]

What we know is that ONCY chose the wrong check point inhibitor. The question remains as to if other checkpoint inhibitors would work. To know this, another 5 years would need to be wasted to find out.

Bottom line, ONCY should have just gone with IND-213 and pale would have been registered now.

Well, the checkpoint collaborators wasted our time here. They pushed for Bracelet-1, paid nothing (no licensing deal).... 

Back to business, chemeo + virus is the simple combo to go. It is a cheap option, potentially undercutting checkpoint inhibitors as an alternative competitive option. So the number crunching needs to be done. The addressable market seems bigger now, much bigger now.

FDA will confirm trial design element by granting accelerated approval status. We shave -18 months. Also two arm studies is fast and simple we shaved another 6 months.

Assuming recruitment starts in Q1 2024, by Q4 2024 we will have a registered/approved drug.

Cash need could be met already with Adlai Nortye licensing. We only need another 60 millions, which Aldai should mostly pay. So, are nearing the end of dilution. The market itself will reward SP.

[westcoast1000]

Hey Sunday, There is no reason to think ONCY picked the CI. Likely Pfizer picked it. They owned it at the time and were the partner that likely provided the funding to the university.  This hindsight is golden perspective is BS. ONCY would not have the money or partner at that time, and the FDA effectively said they were running a big risk by pursing a trial on the basis of the IND findings

[Noteable]

Through avelumab (Bavencio) ONCY is now on Pfizer's "radar" as well as on Roche's. While the ASCO presentation brought ONCY into other Big Pharma's "sights".

[Quentin30]

Pfizer has now walked away from ONCY, TWICE Noteable.. TWICE..!! So what makes you think ONCY is still on their radar... They looked inside the underwear drawer, and turned their noses up again...  hmmm, I wonder if any of these BIG PHARMA companies will aim their sights on ONCY and pull the trigger to make an equuity stake...  It's amazing that it's only you and Canaduh who

[canadafan]

We/ you myself or anyone, have no idea who if anyone has walked away from this present situation. listening to the KOL presentation, the existing data & analysis is barely a week old. Matt, was Chrystal clear " don't expect any B.D. Deals the day after KOL". so, unless you have insider information your " walked away twice" comment, is your opinion. That is certainly

[inthno]

I agree and am thinking at this time the 2 main contenders are Roche and AN. Yes AN as if the results play out they would basically have global rights to the mbc market and an inroads to panc on top of it. Whether it would be a BO or partnership is the big question. It all comes down to available capital and also imo a partnership for BP brings less risk money wise so will be interesting how it

[YegJeeber]

I think the ego of BP will lead to a buyout so there is no having to coordinate the design and execution of the P3 with a partner. It'll be their monkeys and their circus to run. 

[Noteable]

Pfizer hasn't "walked away" from anything given that their $43 Billion offer for Seagen will likely be reversed by the Federal Trade Commission, for reasons already provided.

[Noteable]

BTW ,  Pfizer recentry raised US$ 11 Billion under the auspicious of the Seagen deal which could be put towards the US$ 10-15 Billion acquisition value of ONCY that we have discussed in numerous posts here.

[PeteZerria]

Noteable, Pfizer’s bond sale was actually pegged at a gargantuan $31 billion. https://www.bloomberg.com/news/articles/2023-05-16/pfizer-kicks-off-jumbo-bond-deal-to-help-fund-seagen-purchase#xj4y7vzkg

[jimsenior]

Idle Morning Thoughts. There are quite a few unknowns. We may still have a considerable wait. Adlai Nortye - Interventional AKA Phase 3 Bridging Trial mBC Est. Comp July 2023. I have never quite grasped our relationship with AN. They do seem sophisticated. Known to at least Roche and Merck. IRENE - TNBC Retifanlimab. Est. Comp. Date Sept 2023. Very Quiet. Friends with Roche? GOBLET Four

[itntdf]

Have a good time but remember......

[Lesalpes29]

It's going as fast as BP want! Management could go faster too! I imagine some Management members could push to accelarate things smoothly. Like Parsons and Rigby! GL