Oncolytics Biotech Inc T.ONC

For Not(e)able - pelareorep is an IMMUNE PLATFORM MOLECULE

[Noteable]

Johnson & Johnson's teclistamab, a BCMAxCD3 bispecific antibody, was granted EU approval to treat relapsed and refractory multiple myeloma after at least three prior therapies, including chemotherapy, IMiDs, proteasome and CD38 inhibitors.

Teclistamab works by redirecting CD3-positive T cells to myeloma cells that express BCMA to kill off the cancer cells.

The use of teclistamab follows prior treatment with CAR-T therapy and/or an antibody drug conjugate (ADC). The multiple myeloma market is already an over-crowded market with multiple pharma companies seeking an effective combination of drugs for the treatment of this blood (liquid) cancer.

Meanwhile ONCY has shown postive results in the development of their (pelareorep x CD3) bispecific antibody combinaiton in breast and pancreatic cancer tumor models. CD3-bispecific antibodies are designed to facilitate cancer killing by simultanelusly engaging both T-cell and tumor tissue, while clinical studies have already demonstrated pelareorep's ability to recruit T-cells to solid tumors. This provides a strong rationale for targeting the use of pelareorep in combination with CAR-T therapy in solid tumors, which is a significantly larger market than is multiple myeloma.

The multi-targeted approach that ONCY has taken in demonstrating pelareorep multifaceted MOA in combination with multiple I/O agents has enabled ONCY to address multiple  cancers (both liquid and solid tumor) in a growing cancer market. By doing so, ONCY has demonstrated that pelareorep is an IMMUNE PLATFORM MOLECULE, whose synergistic potential extends across a broad range of drug classes and indications, like CAR-T therapy in solid tumors.

[Noteable]

Oncy's late stage development of its immune platform molecule pelareorep comes at a time when biopharma M&A is slated to pick up with an “innovation deficit” spurring shopping for new assets. Billions of dollars are obviously available for megadeals, and an endless sea of biotechs are giving shoppers a long list of options. Biopharmas have $1.7 Trillion to spend on deals

[fox7mf]

All very agreeable pts Note. Plus, as you've at times mentioned, BP likes to wrap up their M&A activity by EOY. They're probably hunkered down in negotiations as we speak...these deals take months to finalize.

[Buckhenry]

love all the editorials and research and predictions on here. to bad none of us really have a clue what is going on with the company but its is nice to day dream about buying myself a new airplane