Oncolytics Biotech Inc T.ONC

Pfizer response to questions on M&A -> add value to company

[Noteable]

October 17, 2022  - Yahoo Finance interviews Pfizer CEO Albert Bourla

Question - Yahoo Finance - You have a lot of cash to make more, are you going to be making a lot more acquisitions, and I think we've talked about this in the past. Maybe not as large as legacy Pfizer, but maybe these sorts of mid-sized acquisitions, is that the path you see going forward?  

Response - Albert Bourla CEO Pfizer - "I think so. This is what we have told our shareholders and this is what we believe that it is the best value creation. We want to acquire science at early stages that we can add value to it by bringing our manufacturing capabilities, our clinical development capabilities.

https://ca.finance.yahoo.com/video/pfizer-ceo-company-future-investing-192121412.html

[Noteable]

"According to the 2021 Corporate Reputation survey from PatientView, which asked 520 cancer patient groups which was their most favored and reputable pharma company last year. Pfizer has become the most reputable pharma company for cancer patient groups, knocking Roche out of the top spot. Roche topped the tables in 2020, but last year it was Pfizer who came in at No. 1 across the two

[Noteable]

Pfizer's PD-1 immune checkpoint inhibitor (sasanlimab) currently under development - (which could potentially be combined with ONCY's pelareorep) Sasanlimab - Aternative names: PF-06801591; PF-6801591; RN-888 Recent Events: 28 Apr 2022No recent reports of development identified for phase-I development in Solid-tumours(Late-stage disease, Metastatic disease, Second

[Lesalpes29]

Noteable posts are a test of patience too!

[Noteable]

In oncology, most of the company's Phase 3 programs are in testing potential label expansions for the company's already approved "follow-on" drugs, and not for innovative unapproved drugs, which places ONCY's pelareorep as a critical M&A target for Pfizer. As for unapproved candidates in that category, Pfizer only has sasanlimab in non-muscle-invasive bladder cancer

[Noteable]

Oct. 20, 2022 /PRNewswire/ -- Biohaven Ltd. (NYSE: BHVN) ("Biohaven") announced today the pricing of the public offering of 25,000,000 of its common shares, at a public offering price of $10.50 per common share.  https://www.biospace.com/article/releases/biohaven-announces-pricing-of-public-offering-of-common-shares-october-21-2022/ Pfizer acquired all of the outstanding

[Noteable]

As a result of Pfizer's US$11.6 Billion acquisition, Biohaven became a wholly-owned subsidiary of Pfizer and is now raising capital to continue its operation. This development can serve as a roadmap on how ONCY can continue contributing to the development of pelareorep in multiple cancer, in combination with multiple I/O agents, in multiple indications, associated with the treatment of

[Lesalpes29]

I Don't see it that way. New directors are with us for a simple buyout after a big battle between BP. Really hope!

[Noteable]

For those who "don't see it that way"  ... well then I suggest that they are significantly short sighted.

[Lesalpes29]

Relax bunny it's only an opinion!

[Lesalpes29]

By the way Noteable we are on the same side!

[Noteable]

Well that "bunny" opinion is perhaps way out in "left field" since it has repeatedly been stated on this message board that an acquisition by Big Pharma north of US$8 Billion is well within reach and that the two new ONCY board members were tasked with reaching this objective. 

[Lesalpes29]

We both agree. Have a great weekend

[fox7mf]

In your opinion Noteable, do you think Roche is in, or has taken the driver's seat in acquisition negotiations based on what should/hopefully be continued stellar pancreatic data?

[Noteable]

DNK other than both Roche and Pfizer (as well as others) have multiple reasons for acquiring ONCY, including those involving pancreatic cancer.

[jimsenior]

DNK either. I have considered that a collaboration might be in the making. Merck, Roche and Pfizer. I was told years ago that that was a dumb idea. Nevertheless such a collaboration might be in the best interests of all parties, especially, presumably, a much larger number of patients. Just an idle thought. Cheers.

[Noteable]

ONCY has consistently stated that it would seek a collaboration, which it has with MerckKaAG/Pfizer, Roche and Incyte, that would ultimately lead to an acquistion Any ideas to the contrary would have been "floated" by those interested in pushing a negative narrative.

[inthno]

Hello Notable and really hope that you are correct in your statement as this has been a long road for many here. Could you please point me to the PR that stated that the 2 new board members were tasked with obtaining a buoyout north of 8 billion. I checked throught he pr's but could not find anything pertaining to this but believe that reading between the lines that this is most likely why

[Noteable]

It's implied in their appointment. No company is that naive to publically state intent.

[inthno]

Thanks for clarifying your statement as implied is different than what you had stated so nice to see you clear that up. Here's to an interesting and hopefully great November and start to what we all are hoping to happen.

[fox7mf]

Man, another $11.6b of PFE's cash being spent on a biotech other than ONC!! Is PFE gonna have any cash left!?! Coffey better let Parsons & Rigby do what they're tasked to do...

[Noteable]

As of June 30, 2022 Pfizer reported a revenue increase of $20.0 billion, or 60%, in the first six months of 2022 to $53.4 billion from $33.4 billion in the first six months of 2021, reflecting an operational increase of $22.0 billion, or 66% from the same time last year. Pfiser has plenty enough cash on hand for an ONCY acquisition.

[Noteable]

Also, as of June 30, 2022 Pfizer reported total assets equalling $195.3 billion

[westcoast1000]

OK, Noteable, this is one of your most encouraging and relevant posts, in terms of transactions. 

[Noteable]

So here is the original post that starrted today's responses ... Oct. 20, 2022 /PRNewswire/ -- Biohaven Ltd. (NYSE: BHVN) ("Biohaven") announced today the pricing of the public offering of 25,000,000 of its common shares, at a public offering price of $10.50 per common share.  https://www.biospace.com/article/releases/biohaven-announces-pricing-of-public-offering-of

[Noteable]

And while others call-out paranoia, I stand on experience. I have seen too many bunco artists who chirp paranoia not to recognize them as they really are. 

[westcoast1000]

In response to recent posts -Simply Wall St is paid by its subscribers and recieves nothing from companies. It covers virtually every company on North American stock exchanges as well as Euorpean, Asian and others. It relies entirely on publicly available data. It is largely driven by algorythms that collect and analyze this data. It knows nothing about specific companies other than what is in

[Noteable]

A hedge fund is considered a "subscriber" so I think that your understanding of a subscriber may be too narrow. And while it relies on the company reports, its algorythms are set by fallible humans which are strongly influenced by the "golden rule" - namely those with the gold "rules" in how they want something to appear or not. There is nothing impartial in their

[Buckhenry]

oh how I wish for the time things were simpler... no facebook Twitter tiktok or some wall street twit site where folks post any BS under the sun to see how many followers they can get. simply put we were better off without the internet and made money just fine without it. looking forward to that EMP (electromagnetic pulse) to get rid of all the electronics. I still carry cash.

[Capitalista]

I'm with you, Buckhenry.  Except for the cash part.  Although I'd probably carry it if I had any. 

[Noteable]

Machiavelli senior - Yes - years of experience easliy reveals your style of beguilement.

[Buckhenry]

noteable's postings are ok for the most part but woe be it to those of us who throw in some realism along the way. this is an open forum. if you can't respect that then get out. most of us have held for a long time and tired of all the BS.

[Noteable]

October 25, 2022 - Cancer, specifically breast cancer, is the topic for Pfizer’s second season of its “Science Will Win” podcast debuting this week.  https://endpts.com/marketingrx-roundup-pfizer-bows-season-2-of-science-will-win-podcast-gileads-kite-sponsors-cancer-light-up-nights/

[Noteable]

Further on the topic of ONY's expected US$8 Billion+ M&A acquisition price, J&J's top-selling immunology drug Stelara, which has brought in over $7 Billion in the first nine months of the year, is set to lose patent protection next year. And, like other big pharma companies, J&J is also extremely cash-rich, with about $34 billion on hand.

[Noteable]

Should read: "...Further on the topic of ONCY's expected US$8 Billion+ M&A acquisition price ...

[fox7mf]

Noteable, your language has changed & we're now reading "expected" +$8b usd. Love the confidence &...do you know something we don't?

[Noteable]

Better stated as 'expectations' rather than the alternative.

[Buckhenry]

but that's does not imply that they will give that much for oncy.. ... just wishful hoping

[Noteable]

November 01, 2022 - Pfizer reports on Q3 earnings  Financial guidance for full-year 2022 does not assume the completion of any business development transactions not completed as of October 2, 2022, except for the acquisitions of Biohaven Pharmaceutical Holding Company Ltd. (Biohaven) and Global Blood Therapeutics, Inc., which closed in the first week of October 2022, as well as signed

[jimsenior]

Nota Bene  -  Pfizer's NICE approval.

[jimsenior]

See ONC Press Release April 12, 2021

[jimsenior]

There were 2 releases on that date. Preclinical Data is the one of interest today.

[Noteable]

See Pfizer Q3 earnings below which follow Albert Bourla's comments below. October 17, 2022  - Yahoo Finance interviews Pfizer CEO Albert Bourla Question - Yahoo Finance - You have a lot of cash to make more, are you going to be making a lot more acquisitions, and I think we've talked about this in the past. Maybe not as large as legacy Pfizer, but maybe these sorts of mid-sized