RE:RE:ONCY Anticipated Milestones and Catalysts Q4 ' 2021 Does anyone have the transcript from the May 19th, 2021 fire side chat.
I seem to recall that during that fire side chat or the one provious, ONC noted they anticipated having a partnership agreement in place before the end of 2021.
But I have seen no further discussion of that.
If ONC wants to start the Phase IIi triial with a funding partnership by end of H1 2022 they will have to announce something soon, as you don't just sign an agreement and start the trial the next day, it takes months to organize, so before end of H2 2021 still seems reasonable to me. At least hoping.
This is a potential milestone I have kept in the back of my mind. It is coming.
A missed mile stone is the final data of the AWARE-1 trial. I am hoping we see some real numbers in that as opposed to 'appears to be well tolerated'. I also recall that ONC cannot release that final data until Roche has approved it for release. ONC has been stating 'appears to be well tolerated' with some basic numbers already, if Roche has final approval on that, I suspect there will be more specific data to be released with real final numbers. Again hoping its not another flop NR.
Car-T agreements are another milestone that appears to be coming, but no idea when. i assume they are working on that. Hoping for sometihing in the next few months.
I am still expectinng Roche to step up to the plate after the release of the final data for AWARE-1 with either a buy out or a partnership agreement. Tecentriq is 66% of Roche's revenue and pela makes it work better. I see no advantange for Roche to wait for Pfiezer and Mereck to finalize the Bracelet and Irene, as Roche already know how pela effects Tecentriq.
The longer Roche sits back the more Pfiezer and Mereck will become interested and the greater the chance Roche could loose pela to Pfiezer or Mereck, and Roche needs pela to open the European markets to Tecentriq. So that is another milestone I am wating on to play out and see what happens there.
I expect that if all my additional milestones are not met in 2021, they will happen before Q2 2022.
My opinion is, the next 6 months are going to be very exciting. More so than we have ever seen.