RE:RE:Anatomy of a Flagship Asset: Oncolytics Biotech Great article, story.
Time to blow the doors off this thing.
Over the years many have said " mangement nedds to do more".
The publication, imho a great outreach by mangement to tell a story needed to be told.
There is a handful of long time investors/ traders/ followers, of Onc who know the story quite well.
Alternatively there is a much larger audience who have no idea what Onc is or does.
it's not complicated, yet obvious to watch the SP trading results.
With 2 FDA fast track designations, one being a very hard to treat Pancreatic cancer.
Oncolytics biotech is extremely undervalued & has been for too long.
Partnership, buyout?
That part of the story will be resolved before the end of this year.
Based on corporate economics & product trial dates, They have reached a crossroads.
Again, lots of good pointed information in the article.
Absolutely compnay paid. Great!
biggest advitisor in the world. McDonalds.
Back in the day they had a compnay slogan. " early to bed, early to rise...advertise, advertise, advertise".
Somhow convincing many millions, they sold good quality food.
A bit off topic. Point?
oncolytics biotec is within a few months of revealing what could be blockbuster status with the Pela ( Onc) & tecentriq ( Roche), co- therapy for pancreatic cancer.
The preliminary results lead to near immediate FDA fast track & moved the study from phase 1 to 2B.
All analysts have either buy or strong buy rating.
Back to the long time crowd. The SP actually has an all time high of $160/ ps.
That was back in the dot- com days. It was discovered then that Pelareorep only multiplies in cancer cells.
Since then, there has been a lot of activity. Dillutions on the share count. For what end?
Presently one-one relationships in trials with;
roche, Pfizer, Incyte, BMS....business partership with Adlai Nortye..
Presently 6 or more on- going trials. In clinics around the world.
Some like to go on & on pointing to the share dillution. Consider the alternative?
They could have closed the doors years ago. The shares would be worth zero & zero opportunity.
instead, we are within a very short time of reckoning. The bracet trial duplicated ( more or less) the 2017 results.
The early pancreatic cancer trial showed results 3x better than the existing standard of care.
NOW! It's time for the business side to catch up with the science side.
BTW. There was a side discussion regarding Matts incentive to sell, or do a deal.
He does have massive options, He & senior executives hold about 1% of shares. Not huge, but not zero as some have said.
The " royalties" as founder & patent developer of Pela. Matt as of 2017 was entitled to 3% of income related to Pela sales.Check out SEDAR annual report. He was paid 3% of the upfront payment that A.N made to Onc.( takes some digging, in the footnotes of the financials)
im not sure of existing time window.
Regardless, should Onc be bought out, or get into a further Business development deal. The executive s will be well rewarded financially.
As will all the shareholders.
We are all wanting the same thing. Let's get Pela to market.