Post by
canadafan on Feb 06, 2023 7:52pm
I like you “ red flags, I’ll address one at a time”
First & most important, not only does A.N still list Pelareorep as part of its plans, they published an abstract with glowing results, listed as Onc' s last new release dated Dec 8th.
" Chinese development partner presents interm data demonstrating, further Anti- cancer activity , of
Pelarerep- paclitaxel combination.." At the San Antonio breast cancer symposium.
so, absolutely they are heavily involved with Onc & Pela.
The bridging trial is part of their equivalent of FDA...neeed to be run. Onc & A.N, have both said, they are working together on.
Honesty? Lying?
A few days ago,I told a friend I would be available & interested in some things today.
I did not follow- up. Some new information came to light, rendering my original plans, not needed.
I guess a wild stretch.I lied last week, after-all I never kept my appointment with that friend.
I must be an evil lying monster....lol
your aqusation of outright lies, is slanderous & quite frankly irrelevant. Brad T retired...not kicked out.
That whole segment of anything pre- 2020, is pure FUD.
Similar to your rant about due- diligence failures.
We can come up with 1000s of examples of take- over failures & 1000s of take over successes.
My point was & still is......those who pontificate that Onc is a fraud, lies etc etc; need to inform Ofizer, Roche, Incyte & Merck of their very important discovery of this fraud & lies.
ONC insiders filling their boots with stocks?
Anyone with even novice investor knowledge, know full well... executives, BOD & even their families are prohibited from buying stocks on insider information.
so not only can they not talk about a deal, they can't load up on shares.
regarding sales projections, RBC analyst has been using $5billion/ year sales potential.
from that he derives a target of $6ps with an upside of $18/ps with news of phase 3 and/ or a partnership.
Your arguments & red flags, quite frankly imaginative at best.
one I will grant you. Majority if their trials have taken longer than predicted. Except the recent Pancreatic cancer results with Roche..that came out quite early & expeditiously moved to FDA fast track approval.
Re 2020 fireside chat , aware-1 delays etc etc...
yes that was 2019/20.
So was Covid: every single person of our near 7 Billion population was affected by Covid some how.
perhaps, you were not awake then, or just forgot...that most even serious operations were being cancelled, let alone drug trials.
BTW, with the AWare-1, bracelet & A.N. Run- in trials, it has been discussed that the phase 3 will be able to incorporate most of that data.
listening to the Quarterly conference calls, that point was brought up.
The pre- trials not only allow to use biomarkers to prescreen patients for phase 3, but allows a smaller sample size, with the inclusion of Bracelet etc etc.
enjoy
Comment by
Noteable on Feb 06, 2023 8:15pm
Don't rely on one RBC analyst when he doesn't include pelareorep + immune checkpoint inhibitors in multiple cancers. Furthermore US$ 5 Billion in sales = US$ 82 earnings per share. On earnings of $82 per share and a 20 price to earnings (p/e) the valuation would be (82 x 20) $1640 per share x # outstanding shares = $100 Billion
Comment by
Jf4270393 on Feb 06, 2023 8:59pm
Oh my doctor? Help? These numbers are becoming obscene. Are we all that greedy?
Comment by
Noteable on Feb 06, 2023 10:16pm
No. The point being made was that there is no way that ONCY can be valued at the level that the RBC analyst implied - either the high one or the low one. I'll stick with $US 8-10 Billion.
Comment by
Quentin30 on Feb 07, 2023 2:54pm
Just for clarification, Aware-1 announcement by Matt was in April 2019... they had until early Mar 2020, before Covid hit... so what was the excuse in the preceding 11 months, of a three month trial?