Ramping up production, very positive sign Thanks for the realistic & full sentence replies. Regarding the increased production thread.
To recap my thoughts.
i listened very carful to the recent CC/ Q4 update.
Perhaps over the years I may have missed one or two,presentations. Not many more.
As I previously mentioned I have owned 5-6 companies that were bought out.
Listening to a presentation, of any type is an aquired skill.
I have sat on boards as a director, pension advisor comities. I have collaborated with C.E.O.s at board room level.
My point. I'm a very good listener.
The key and hardest skill is to identify through body language, verbal inflections.
Most importantly not what is said, but what is not said.
Back to our recent Q4 update.
background:
The presenters are all ultra educated. They ( Matt in specific), had to write multiple peer reviewed & defendable thesis, to earn their credentials.
With that in mind. Imho the recent Q4 update was sloppy, disjointed. It seemed almost painful from their perspective to bring forward.
Again, Way way out of carachture for Dr. Matt.
What was not discussed? Previously lots of M.O.A. Stories. Turing cold tumours hot. No discussion on CAR-T. No talks about
Essentially they utilized 80% of the time talking about the manufacture & ramp up of manufacturing of Pela.
That is something they may have glossed over in the past. Now ? Top of the agenda, for the presentation.
The last company I owned that was taken out was White rock REIT.
They had the quarterly update. Very subtle change, in attitude from the C.E.O. Diluting his talk.
I can not recall the details. I do know after the call I questioned the C.EO. Regarding my intuition.
His reply was none- directive, Essentially same message as what was delivered during the CC.
That spring the company was bought out by Dundee reit.
The investor voting package,included $$ details of offers & counter offers. Time line was about 6 months.
Very obvious the take- over was nearly done, during the Q4 update CC.
Yet, business as ussual & not a peep.
Relating that to ONC ?
The Q4 update was 100% not a normal presentation.( in my opinion)
Question then becomes why?
We know the PanCan deal had the rug pulled out. That was not discussed.
We know Andrew g left & SanDiego office closed. That was not discussed.
They did talk about cash runway into 2025.
The expanded Goblet ( anal results) & the $5 million Pan Can funded arm with FOLFIRINOX. Calling this cohort #5 , of the expanded goblet study.
The MBc & Panc trials, both start times & funding...wide open on those.
What we know & they know & all analyst know.
Oncolytics Biotech can not fund a phase 3 trial on their own, under the existing financial model.
It goes as far back as founding mission statement, they would intend to license, partner or sell the company, once M.O.A. Has been proven.
I can not prove or disprove they are in talks or not. Neither can anyone else.
However, all the evidence points to they are in talks.
At a minimum they need to be.
back to the Q4 call. Listen to it. Not typical of anything previous.
The Q & A session was like a room full of nervous cats.
The " why" & details will be revealed soon. Not because I think so, but because they have to.
In about 2 weeks, this quarter will be over. The AGM is around the corner.
My opinion, an answer before the AGM.
The major focus on expanding production was a huge clue.