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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

Post by canadafanon Apr 11, 2023 11:11am
514 Views
Post# 35388459

Missing the most important point…

Missing the most important point…

Many are focusing on the AGM request for bump up of % of options. Ie more insider shares.
All of which is 100% irrelevant if onc Pelareorep fails or passes to get to phase 3 registration.
" shareholder value" is directly related to the business opportunities of Pela.
Yes, I get the math ..dillution etc etc.
however. If they get Pela to market the potential is a multi- billion $$ , company..
if they don't, then not much more than where it is.
We need to dig deep into motivation behind two related requests .
One, the " opportunity" to increase the BOD by 4 more directors.
Two, The request to increase availability of options for directors/ management.

Why, why, why ...would a potentially failing company want to increase insider share count for a failing company.?
Answer ( my thesis) as follows.
A partnership or similar type of deal, would require as part of that deal. The partner pharma to have in- place seats on the BOD of oncolitics biotech.
Hence the request for the " option" to increase the size of BOD.
Additionally , " they" don't  take on these appointments for free.
Share " options" are the least costly compensation available.
Should Onc reach phase 3 registration etc etc, the SP will climb.
The options will be excercised, More insider % of holdings... which is what many have been asking for a very long time.
Should Onc fail. The options will not be exercised & the whole process irrelevant.
ask yourself......Are they going through this process expecting to fail?
obviously not.
bottom line.
There are numbers & updates long over due. 

speculate all we want. Good or bad. We do not know.
All of the clues point to a positive future.
( the SP contrary to what people say, is not an indication of Pela success) it is however tied to lack of data, speculation, fear of the unknown & a long history of disappointments.
Not to mention the " market" in general is very rocky.

 

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