RE:RE:RE:RE:RE:RE:ONC/Y and the FDAAgreed. The trials are so small as to limit any definite conclusions... are you really seeing 60% ORR or is that just noise from such a small sample size...
What company is going to pay 8 billion, for a company valued today at less than 100 million. ONCY won't have distinction between OS between pel + Pax arms, and Pela + Pax + CPI until next year...
So if this now drags into 2024, how can there be a Phase III in 2023... This rollercoaster ride of a company just disappoints time and time again.
1) They have a commercial partner, who've sat twiddling their thumbs for years, who now have bridging data in local population to be able to run a phase III - But they no longer even list pela in their pipeline slides... what gives ?? IND-213 was successful, just rinse and repeat.
2) ONCY has opened its 'war room' to numerous companies... still no deal.
3) CAR-T pre-clinical data excitement was announced over a year ago... nothing since.
4) For all the co-development partners, none have made so much as even an equity stake.
What ONCY speaks and how the market respond seem completely at odds.
That said, if I were an new investor, right now might be a good punt... but I've been tortured way too often with this crowd... sell the company, or rights, so I can get the hell out please.
GLTA and Happy Easter.