Oncolytics Biotech Inc ONCY

New September company presentation

[Quentin30]

just for a heads up, new presentation available at ONCY website.

First time I think I've ever seen any sales projections from ONCY, from which one might deduce annual cost per patient is approx 200k. although their own graph doesn't suggest any revenues UNTIL 2028... 

till then... guess who's payng the bills.?

[m00nsh0ts]

$2,400,000,000÷55,000 = $43,636.36

[Noteable]

Now for the real facts ... Demand is hot for big results in key markets like mBC with an unmet treatment need. As for Big Pharma, the emphasis now is on finding therapies that have been de-risked with human data, as ONCY has been demonstrating over time, and as had been accomplished and reported on today in HR+/HER2- Breast Cancer.   Analysis shows that around 122,000 HR+/HER2- mBC

[Noteable]

Facts : Analysis shows that around 122,000 HR+/HER2- mBC patients will be ready for pelareorep + paclitaxel treatment in the combined United States and EU-27 global regions.     Using the modeling that Kirk Look referenced in the Cantor chat and translating that into the above 122,000 mBC patients, peak pelareorep annual sales would reach approximately US$5.89 Billion in HR

[inthno]

A quick correction for peak sales according to the new onc investor presentation from page 8. 8 Pelareorep Potential Peak Sales: $2.4 Billion

[Noteable]

soon .... 

[Noteable]

maybe better stated as... soon enough... given the recent results and forthcoming planned clinical trial outcomes and result expectations 

[Noteable]

well maybe Bigfoot to you ... realistic near term expectations for the rest of us 

[Quentin30]

No correction needed - My figures were for the US ONLY. It is expected that treatment would fetch a premium in the US, which I calculate from ONCY's slidedeck to be around 200k/yr. The cost in EU will be considerably less... 

[Quentin30]

Just an observation, but since when does a PROJECTION become a FACT ?? not a fact Noteable, but an expectation from Management... lets stop telling things aren't facts shall we... FACT : ONCY presents amazing data and the pps craters even further... does that signal success ?

[Buckhenry]

Fact: this is 2024. 

[fasttrack5]

That been said only when or if a buy out.