RE:RE:RE:RE:ASCO relevanceIf the science works, the share price will rise many multiples. The addressable market for ONCY currently includes breast and panc and would be in the range of $20B - if they augment treatment by a measly 10%, that would be 2B in adjuvant sales alone.
American and European approvals remain cumbersome and I see no way that either will provide AA based on two different trials with a total of 60 treated patients (only 30 treated with immunotherapy). I guess, if the clinical impact is huge for BRACELET, approval discussions could happen but.... The road to approval will certainly be easier with two supporting trials as well as biomarkers.
At what point does the company get bought out? Is it determined by a milestone or a share price? Does anyone think that the current ONCY management will hold out for t