Thanks for the clarification..Roche & Onc co therapy Thanks for the clarification,
oncolyitics biotech has moved forward with 3 of 4 arms of the Goblet study, being
Corectal, anal & most importantly the Pancreatic cancer.
I hapoen to know a bit more than the average bear regarding our G.I. System.
Having gone through two GI surgeries in the past 24 months, One being a G.I. " bypass" to fix a blockage.
It was thought because of location, my age & symptoms perhaps cancer?
Most frightening week of my life waiting for the biopsy results...no cancer.
History being. Every single relative descended from my grandparents in my mothers side, have only died of cancer!
My grandparents were prairie farmer immigrants. Never drank or smoked. Both died in their 40s of cancer.
cousins, aunts, both male & female ...all various forms of cancers.
I got involved with Onc doing cancer research. At that time my very close cousin, was in the list. He died age 65. He was more like a brother., than a distant cousin.
My mom age 54. Etc etc.
I know cancer!
Few appreciate, Cancer is extreamly complicated. When my grandparents died, they were given an aspirin, pain meds & died. In screaming pain. There was nothing else available.
Move to modern times? buckets of treatments. No actual cures.
Some cancers if caught very early can be nearly irraticated.
One of my aunts , went the 5 years cancer free after treatments & a double mastectomy.
rang the bell, as they say.
Only to have a recourence a few years later. That time no recovery, quick decline & death.
You see fellow Stockhouse folks, Pelareorep if it can get to market, could be a whole new opportunity.
Recall in trials it not only primes the system, it also acts as a preventive, with the innate ability.
Has mangement messed up ?
biggest mistake, a lot of years were wasted thinking Pelareorep could work alone.
The recent trials. Aware-1, Incyte MBc triple neg, Gobblet ( Roche), Bracelet ( Pfizer) MBc all are looking to find a co- therapy for Pelareorep.
The mentioned companies? They are looking to find an expansion of existing markets.
buying Onc to shutdown existing drugs would not make good business sense. Regardless of clinical results.
Having a cotherapy with proven efficacy, would be an amazing breakthrough.
The extended time & early years was a waste of a lot of $$$. It was however not a waste of science.
They know 100% Pelareorep is safe. They know the M.O. A regarding turning cold tumours hot.
See above. People with reoccurring cancers go quickly, because the tumor has avoided the immune system.
The Gobblet pancreatic results were an amazning breakthrough. The PanCan cancellation was a horrific kick in the groin for onc.
so, here we are.
There will be a soloution. Some may be happy some not.
mutiple billions? Perhaps $5 billion or so, should phase 3 get underway & show promis.
prior to that ( now), up to Onc B.O.D. & Roche to determine a fair and justifiable price.
Certainly much more than where we are now.
im in the one billion camp.
I appreciate the comparables, $5-$10billion sweet spot etc.
it is possible, our Q4 yr end report will be as exciting as dried toast.
That event is a legal requirement. Negotiating a business deal is not.
One company I had many shares in years ago, announced their Q4, had the update.
One month later , a takeover notice.
in that investor package it was disclosed when talkes started. Offers & counter offers. Essentially 6 months before the announcement.
onc has IMHO 2-3 months at most to make a deal of some sort.
A tough position to be in. People in trials won't die, holding up final results.
scientist are strange that way.
some decisions can only be made on solid statistical evidence.
The final bracelet results? Waiting for staticall events. Aka people to die.
Shaeholder value ? they got to this stage, this far.
Many high flying Y2k hopefuls have come & gone.
Onc is still here.
My last word for today. Watch for Matt to be announcing his retirement.
just a hunch.