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Bullboard - Stock Discussion Forum Oncolytics Biotech Inc ONCY


Primary Symbol: T.ONC

Oncolytics Biotech Inc. is a clinical-stage biotechnology company. The Company is focused on developing pelareorep, an intravenously delivered immunotherapeutic agent that activates the innate and adaptive immune systems and weakens tumor defense mechanisms. This compound induces anti-cancer immune responses and promotes an inflamed tumor phenotype turning cold tumors hot through innate and... see more

TSX:ONC - Post Discussion

Oncolytics Biotech Inc > Merck KGaA/Pfizer's 90 day exclusivity period in effect now
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Post by Noteable on Nov 21, 2022 5:35pm

Merck KGaA/Pfizer's 90 day exclusivity period in effect now

Both Merck KGaA and Pfizer can individually act on an ONCY acquisition anytime now as the exclusivity period began at the end of October, 2022.
Comment by Noteable on Nov 21, 2022 7:05pm
I hear the dogs barking again.
Comment by Noteable on Nov 21, 2022 7:13pm
And these same dogs have less than 2 months on this message with some as new as 1 week old. The frequency of their barking indicates that they realize that ONCY is getting real close to an acquisition.
Comment by Noteable on Nov 21, 2022 10:22pm
Whatever some think Big Pharma will be looking to acquire ONCY so that they can either file for an accelerated approval or 2 Phase 3 studies based on the upcoming BRACELET-1 and GOBLET-1 PFS and OS data. Pharma will want to run and control these registration studies so that they can either obtain approval in 2023 or 2024 at the latest. And based on all of the positive results that is being seen ...more  
Comment by Noteable on Nov 22, 2022 3:04pm
These newy created barking dogs have less than 2 months on this message and some are as new as 1 week old. All happening with Pfizer's exclusivity period now in effect.
Comment by Noteable on Nov 23, 2022 10:17am
The exclusivity period is now in effect and is ostensively bringing out the barking dogs.
Comment by Lesalpes29 on Nov 23, 2022 10:21am
It's a clear sign ... we have to keep ower shares! GL
Comment by CarbonWarrior on Nov 23, 2022 10:58am
Hey Noteable,  Why do you say that the 90days period is in effect? To my knowledge there is no PR about Bracelet-1 being completed.  Initially they had hope for Q4 2022.  Enrollement was compteted somewhere in August, 2022.. So somewhere Dec/Jan the last patient would have completed 16 weeks Give them a couple weeks do compile that's Feb (start of the 90 days)  A Press ...more  
Comment by Noteable on Nov 23, 2022 11:22am
Bracelet-1 became fully enrolled in June 2022 - add 160 days for data assessment and that takes the timeline to the end of October 2022. Once the 160 days elapsed in October, the 90 day exclusivity period came into effect.
Comment by Noteable on Nov 23, 2022 11:31am
The Bracelet-1 full enrollment announcement came in a tweet from PrECOG,LLC on June 24, 2022            ...more  
Comment by Noteable on Nov 23, 2022 11:33am
               ...more  
Comment by CarbonWarrior on Nov 23, 2022 11:36am
okay thanks for the info.  I still think that ONCY needs to do a press release for the 90 days period as it is material event. They can't just say nothing and relase the data at ASCO in June. Not sure were you got the June 2022 enrollement completion date.  Anyway, Share Price is not going down. The only reason why people would sell are margin calls and tax losses.  Both ...more  
Comment by Noteable on Nov 23, 2022 11:50am
Whatever you think CarbonWarrior is contradicted by the actual timeline and further negated by the  time that has passed to make anything material. Furthemore the price range for ONCY throughout 2022 does not give anyone room for tax loss selling and would have puttively done so in September... And anyone who is actually doing any tax loss selling is doing that in the FAANG stocks !!
Comment by inthno on Nov 23, 2022 11:55am
This is an exerept from a conference call. opportunities for pelareorep and other indications. The 90 day limit to review the confidential interim data provides a finite window that enables a timely decision point. This window will be triggered by the availability of the 16 week data for the last patient recruited in the study. From what we know onc has enrolled the final patient and that patient ...more  
Comment by CarbonWarrior on Nov 23, 2022 12:05pm
thank inthno for reaching out to ONCY for clarity. Noticeable, I am on your side. That being said, there are trainwreck victims car accident zombies that will eventually give up by december but have been holding on for yearssss prior. So, there is always a bit of tax losses and the margin call victims... Just saying that those are the reasons for sellers to sell.
Comment by canadafan on Nov 23, 2022 12:05pm
The details around Bracelet & timelines, have become blurred. They did confirm full enrolment, I believe last Quarter update if not before. They did not do a N.R. On enrolment, just a causal comment. Matt also said, the data was being sorted, analyzed etc. To prepare a report to Pfizer. They have a legal contract, in- place giving Pfizer 90 days exclusivity of the data. Since both sides ...more  
Comment by CarbonWarrior on Nov 23, 2022 12:16pm
I listened to conf call of August 11 2022.  They said they will not release anything until - major cancer conference in 2023 so be more material/relevent. Never seen this before. They also said they know the results of bracelet in real time, so they would know now if it is a failure. I still think that if results are awful, they would need to disclose to market based on materiality rules ...more  
Comment by fox7mf on Nov 23, 2022 12:56pm
PFE has had real time access to Bracelet data during this process. If results weren't going Oncy's way Pfizer would have bolted a long while ago. The 90 day exclusivity may take some pressure off of PFE, but not much...they know Goblet results...they know Aware results are expected to be similarly stellar...they know Roche is probably negotiating with Onc. Knowing that a Roche offer could ...more  
Comment by Noteable on Nov 23, 2022 12:17pm
PrECOG, LLC. announced the enrollment of the final patient in the Bracelet-1 study on June 24, 2022 - adding in pre-set 16 weeks for the data assessment takes the timeline to October 14, 2022 - then add in a very generous 4 weeks to write the report to be delivered to Merck KGaA/Pfizer - brings the timeline to November 4, 2022. The 90 days exclusivity period started on November 04, 2022 .
Comment by Noteable on Nov 23, 2022 12:21pm
I misrepresented the data assessment period as 160 days in my earlier post when the actual time for the data assessment period was 16 weeks and NOT 160 days.
Comment by westcoast1000 on Nov 23, 2022 12:30pm
Thanks for the valuable posts on timing of results. I have been wondering about the onset of the 16 week period myself. We can only wait.  But we also wonder:   "It's quiet out there." "Yeah. Too quiet."
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