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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 > Ramping up production, very positive sign
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Post by canadafan on Mar 18, 2024 12:44pm

Ramping up production, very positive sign

Thanks for the realistic & full sentence replies. Regarding the increased production thread.
To recap my thoughts.
i listened very carful to the recent CC/ Q4 update.
Perhaps over the years I may have missed one or two,presentations. Not many more.
As I previously mentioned I have owned 5-6 companies that were bought out.
Listening to a presentation, of any type is an aquired skill.
I have sat on boards as a director, pension advisor comities. I have collaborated with C.E.O.s at board room level.
My point. I'm a very good listener.
The key and hardest skill is to identify through body language, verbal inflections.
Most importantly not what is said, but what is not said.
Back to our recent Q4 update.
background:
The presenters are all ultra educated. They ( Matt in specific), had to write multiple peer reviewed & defendable thesis, to earn their credentials.
With that in mind. Imho the recent Q4 update was sloppy, disjointed. It seemed almost painful from their perspective to bring forward.
Again, Way way out of carachture for Dr. Matt.
What was not discussed? Previously lots of M.O.A. Stories. Turing cold tumours hot. No discussion on CAR-T. No talks about 
Essentially they utilized 80% of the time talking about the manufacture & ramp up of manufacturing of Pela.
That is something they may have glossed over in the past. Now ? Top of the agenda, for the presentation.
The last company I owned that was taken out was White rock REIT.
They had the quarterly update. Very subtle change, in attitude from the C.E.O. Diluting his talk.
I can not recall the details. I do know after the call I questioned the C.EO. Regarding my intuition.
His reply was none- directive, Essentially same message as what was delivered during the CC.
That spring the company was bought out by Dundee reit.
The investor voting package,included $$ details of offers & counter offers. Time line was about 6 months.
Very obvious the take- over was nearly done, during the Q4 update CC.
Yet, business as ussual & not a peep. 
Relating that to ONC ? 
The Q4 update was 100% not a normal presentation.( in my opinion)
Question then becomes why?
We know the PanCan deal had the rug pulled out. That was not discussed.
We know Andrew g left & SanDiego office closed. That was not discussed.
They did talk about cash runway into 2025. 
The expanded Goblet ( anal results) & the $5 million Pan Can funded arm with FOLFIRINOX. Calling this cohort #5 , of the expanded goblet study.
The MBc  & Panc trials, both start times & funding...wide open on those.
What we know & they know & all analyst know.
Oncolytics Biotech can not fund a phase 3 trial on their own, under the existing financial model.
It goes as far back as founding mission statement, they would intend to license, partner or sell the company, once M.O.A. Has been proven.
I can not prove or disprove they are in talks or not. Neither can anyone else.
However, all the evidence points to they are in talks.
At a minimum they need to be.
back to the Q4 call. Listen to it. Not typical of anything previous.
The Q & A session was like a room full of nervous cats.
The " why" & details will be revealed soon. Not because I think so, but because they have to.
In about 2 weeks, this quarter will be over. The AGM is around the corner.
My opinion, an answer before the AGM.
The major focus on expanding production was a huge clue.
Comment by lonc17 on Mar 18, 2024 6:37pm
ONC has had an approved manufacturing process for more than 20 years.  The last time they gave a significant update during a conference call was back in BT's days when he mentioned something about scaling up from a 20L to 100L bioreactor. At that time they were readying themselves for commercial approval in Head and Neck (see link below). Investors were teased by BT's references to ...more  
Comment by Azzak34 on Mar 18, 2024 6:51pm
Hahaha your posts are my new favorite thing to read on this, or any other site. I give it a 17% chance that you have ever been intimate with a female. 95% chance that you dont own a single share in this company and 100% you have zero idea or insight on just about anything.  Where is Quentin? He's been getting rekt the last week or so, he's usually on supporting your drivel! Been a ...more  
Comment by lonc17 on Mar 18, 2024 7:17pm
I'm fact checking myself... It was so long ago I don't recall if ONC ran a P3 in Head and Neck (and failed), or if they bailed out on the trial before even beginning. 
Comment by lonc17 on Mar 18, 2024 7:20pm
Okay, my apologies.  ONC did run a P3 in Head and Neck. Unfortunately it failed.  So, to their credit, it may be par for the course for them to discuss manufacturing details when on the verge of a new phase 3. 
Comment by Azzak34 on Mar 19, 2024 4:24am
I give it 50% chance you post again and have to retract immediately because you didn't do the research. 
Comment by askretka on Mar 19, 2024 9:24am
Actually if you look into the details of the head and neck cancer trials. They were stopped in some cases due to people having fevers. There's some speculation now that we know of the HOT and COLD  tumor theory that this may have been the drug Actually working.  It's sort of same deal that the recent breast cancer trial that some people dropped out due to fever that should have ...more  
Comment by venture009 on Mar 19, 2024 11:16am
The fever conundrum has been known for years. The designers forgot to inform the respective oncologists that fever and chills was an indication that the virus was working. They lost 1/3 of their trial base guaranteeing the trial as a failure. Millions of dollars and years of research down the drain. Alsop, I was told the FDA helped design the trial. Then there was the Dr. Saab fiasco witn ...more  
Comment by ENEMENEMYNEMO on Mar 19, 2024 2:36pm
What was the Dr Saab fiasco?
Comment by Noteable on Mar 19, 2024 2:39pm
Lessons learned with Saab. Don't use incompetent investigators.
Comment by m00nsh0ts on Mar 19, 2024 3:12pm
Saab said that Reolysin was going to be the new standard of care, and then he got into some sort of a fight with our old CEO Brad Thompson, which caused him to downplay the effectiveness of Reolysin.
Comment by ENEMENEMYNEMO on Mar 19, 2024 7:25pm
What was the Saab fiasco??
Comment by Noteable on Mar 19, 2024 7:51pm
It was about learning not to use incompetent investigators.
Comment by venture009 on Mar 20, 2024 2:36pm
Saab made some disparaging remarks re reovirus's effectiveness, which were quoted in a science magazine. As a result of Saab's remarks, the stock lost 10's of millions in market value, even though Saab's remarks were false, management did nothing to counter his comments. It was members of the Yahoo board that eventually approached the science magazine carrying Saabs comments and ...more  
Comment by m00nsh0ts on Mar 20, 2024 7:41pm
I think you mean members of the yahoo, V2 board. Even then the regular yahoo board was polluted. 
Comment by Peladawn on Mar 18, 2024 7:22pm
Ionc.....amazing!....Oncy's a "failure in so many ways", and yet here you are, still posting and claiming to be a shareholder....how's that lawsuit going so far?
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