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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 > Biotech industry readies for " Pharma M&A Spree"
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Post by Noteable on Nov 22, 2024 5:26pm

Biotech industry readies for " Pharma M&A Spree"

November 16, 2024 - "Biotechnology and big pharma are noteworthy. Pharma needs biotech for new products, so M&A benefits both—securing revenue for pharma and providing premium buyouts for biotech.

Overall, the innovative drug space, especially biotech, may see a significant boost due to anticipated M&A."

https://www.paidpromotionalmessages.co.uk/companies/news/1060741/trump-s-win-can-spark-pharma-m-a-spree-suggests-bellevue-healthcare-icymi-1060741.html

https://stockhouse.com/companies/bullboard?symbol=t.onc&threadid=34876203

Comment by Noteable on Nov 22, 2024 5:55pm
So what does that mean? The push to plug patent-loss gaps has left fewer late-stage biotechs available for Big Pharma to scoop up, so there are more deals around earlier-stage companies and assets. The result is that these late-stage biotech companies and assets will be acquired at significant M&A premiums, from where they may currently trade. As we know, ONCY is a late-stage clinical ...more  
Comment by Noteable on Nov 22, 2024 6:01pm
Furthermore, a Republican administration may be friendlier to large deals and may focus its drug pricing bite on PBMs rather than on pharma's deal-making activities.
Comment by Noteable on Nov 25, 2024 2:23pm
With the appointment of John Hopkins pancreatic surgeon Dr. Marty Makary to the position of FDA Commissioner-elect , a Republican administration may be friendlier to large deals particularly for late-stage biotech companies with biologic drug platforms that are targeting diseases with unmet medical treatment needs, like ONCY's pelareorep is focused on, and may focus its drug pricing ...more  
Comment by Noteable on Nov 25, 2024 2:59pm
November 25, 2024 - Pfizer’s sales surge in Q3. In the third quarter, part of Pfizer’s revenue increase (PDF) from $13.2 billion to $17.7 billion could be attributed to its acquisition of Seagen and the $854 million in additional sales brought by products from the Seattle cancer specialist. https://www.fiercepharma.com/pharma/while-lilly-and-novos-momentum-stalled-q3-pfizer-moved ...more  
Comment by Noteable on Nov 23, 2024 11:10am
The recent push to plug patent-loss gaps by Big Pharma has left fewer late-stage biotechs available for Big Pharma to scoop up, so there are more deals around earlier-stage companies and assets. The result is that these late-stage biotech companies and assets will be acquired at significant M&A premiums, from where they may currently trade, particularly if those companies and their assets ...more  
Comment by Noteable on Nov 23, 2024 1:39pm
November 19, 2024 - For “almost three years now” deal making has been a challenge across the life sciences industry, said Ed Saltman, senior strategic advisor at consultancy firm Lumanity, described to the audience at Bio Europe in Stockholm, Sweden. He outlined three points he believes are the “biggies” to shape the conversation. Number one, “pharma needs to rely on biotech for ...more  
Comment by Noteable on Nov 24, 2024 12:04pm
A growing emphasis on using synthetic control arms (SCA), which are derived from historical real-world evidence (RWE) using advanced statistical methods are becoming adopted by the regulatory bodies and CROs, like GCAR, who will be conducting ONCY's Phase 2/3 pancreatic cancer clinical trial.  Implementing an SCA eliminates the need for enrolling placebo groups in certain ...more  
Comment by Noteable on Nov 29, 2024 12:29pm
Advanced statistical methods are becoming adopted which preclude the need to "power a study" through sample size and patient enrollment numbers. A growing emphasis on using synthetic control arms (SCA), which are derived from historical real-world evidence (RWE) using advanced statistical methods are becoming adopted by the regulatory bodies and CROs, like GCAR, who will ...more  
Comment by Noteable on Nov 29, 2024 1:47pm
According to a new report from Leerink Partners outlining large pharma companies’ loss of exclusivity (LOE) exposure between both 2025 and 2030, and 2030 through 2040, Leerink accounted for 17 large-cap biopharmas who will be significantly affected, and only included drugs with expected revenue of $1 billion or more in the base years of 2025 or 2030. The analyst team omitted antibody-drug ...more  
Comment by Noteable on Nov 29, 2024 1:54pm
Bristol Myers Squibb faces the greatest risk of exposure in the near future, with 64% of its estimated revenue in 2025 ($48.3 billion) subject to patent losses and generics through the end of the decade, according to Leerink’s report.  Behind BMS, Merck faces the next greatest threat of exposure from 2025-2030 at 47% of its $72 billion in estimated 2025 revenue, the Leerink team said ...more  
Comment by Noteable on Dec 01, 2024 12:32pm
M&A tends to pick up as company’s approach big Loss of Exclusivity (LOE) events. For Merck, they’re facing a $30B LOE in 2028 with Keytruda and have made big bets on Acceleron ($11.5B) cardiovascular platform in 2021 and Prometheus ($10.8B) I/O platform in 2023 + several mid-sized deals are attempts to plug that. AbbVie is a few years ahead, having just gone through this process ...more  
Comment by Noteable on Dec 01, 2024 1:26pm
Some bigger deals have been completed this year but none were instances in which a pharma group was buying a biotech to get hold of promising drugs.  A tough antitrust environment under Lina Khan’s Federal Trade Commission as well as the political uncertainty of an election year has also slowed deal activity. But the election of Donald Trump could usher in the return of bigger healthcare tie ...more  
Comment by Noteable on Dec 01, 2024 6:46pm
Ken Keller, President and CEO of Daiichi Sankyo, Inc. provides an in-depth look into the company's transformation from a cardiovascular-focused organization to a leader in oncology. The conversation offers valuable insights into the future of cancer therapies and the dynamic landscape of the biotech industry.He also touches on the significance of strategic partnerships in accelerating ...more  
Comment by Noteable on Nov 26, 2024 12:49pm
November 26, 2024 - Roche acquires Phase 1 allogeneic CAR-T therapy company Poseida for US$1.5 Billion. The proposed acquisition will establish a new core capability for Roche in allogeneic cell therapy, with lead opportunities focused on CAR-T programs covered by the existing strategic collaboration between Poseida and Roche in hematologic malignancies. It will include CAR-T programs for ...more  
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