RE:ONCY Corporate Investor PresentationThe presentation is a lot tighter & closer focus than previous.
big picture?
They comment a few times, a few different ways.
paraphrasing....
phase 3 trial parameters, timing erc will be updsted first half of this year.
being near the end of March, we are looking @ a 3 month window.
There is clear indication the Pancreatic cancer collaborator will be Roche.
The MBc wide open as TBD.
What we don't know, is at what $$$ level will Roche be contributing?
licensing deal? Partnership? Complete buyout , then they also get control if the MBc trial?
or a continuation of the existing Goblet.
Undef Gobblet there is a product supply agreement & I'm not 100% if it's Gobblet or bracelet, but one of the two included 1/2 cost sharing of the trial?
No doubt, the unexpected collapse of PanCan precision promise, & the $5million grant to add the additional arm. ...AND now the expansion of the anal cancer cohort, things have changed HUGE.
Even if they were a few signatures away from a deal, all of those changes , would require a lot of re- work.
Back to the highlighting of expanding & ramping up production. They are working on the assumption phase 3 will be underway soon.
Have a safe & healthy weekend all.