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Oncolytics Biotech Inc T.ONC

Alternate Symbol(s):  ONCY

Oncolytics Biotech Inc. is a clinical-stage 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 responses to treat a variety of cancers. This improves the ability of the immune system to fight cancer, making tumors more susceptible to a broad range of oncology treatments. The Company’s primary focus is to advance its programs in hormone receptor-positive / human epidermal growth factor 2- negative (HR+/HER2-) metastatic breast cancer and advanced/metastatic pancreatic ductal adenocarcinoma to registration-enabling clinical studies. In addition, it is exploring opportunities for registrational programs in other gastrointestinal cancers through its GOBLET platform study.


TSX:ONC - Post by User

Bullboard Posts
Comment by cpacon Nov 21, 2019 8:56am
247 Views
Post# 30377524

RE:Very interesting , very very interesting trading

RE:Very interesting , very very interesting tradingThe immunoncology space is a massive market, but it's also highly competitive; right now Keytruda looks likely to take the crown and generate more than $20B in revs by 2025 I believe.  That competitiveness makes things interesting for a company like us.  If one of the other big pharma had exclusive access to our oncolytic virus, that combination therapy would almost certainly be superior in efficacy and safety to Keytruda as a standalone which would therefore be worth billions to other big pharma players.  I do realize we are not the only potential adjuvant therapy for immunoncology, but there is a strong argument that we have the best profile of any oncolytic virus.  

Now the interesting question is, if having exclusive access to our virus is so important, what do you do as management?  Do you try to partner on one indication in order to give the market and other big pharma players an indication of our potential value or do you wait for that one big bully bid for the whole thing?
Bullboard Posts