Oncolytics Biotech Inc T.ONC

comparing potential partners?

[westcoast1000]

I would appreciate those who have some insights and interest to chime in on the pros and cons of various partner/buyout companies, specifically Roche and Pfizer.

Roche has great appeal to me as a partner, drawing only on its web site. It calls itself the world leader in personalized medicine, and stresses innovation and immuno0oncology. Plus they are Swiss, which to me connotes stability, honesty and some distance from corporate and political extremism in the US.

Does Roche seem to be in a cashed-up buying mode? 

How would it compare to Pfizer?

[Noteable]

Simply stated ... the highest bidder wins.

[inthno]

thing is we don't honestly know who is in the running yet. Bracelet results have been pushed back and why. So no one knows if there ci is working any better at this point. We do know that initial panc results are outstanding with nothing comparable at this time and hopeful confirmation by monday. So if results play out for panc we know we have Roche for sure but with the always uncertainty of

[Noteable]

Bracelet-1 data readout has NOT been pushed back. The guidance for the data release has remained the same. Think about ONCY's acquirer potentially doing the roll-out at ASCO 2023.

[inthno]

we were always supposed to get interim results q4 of 2022 and we have now been told that they want to give more complete results at a major conference. So that is pushed back. If they wanted to create real competition between the 2 and the market then why bot release the interim as stated in many talks and previous presentations. I am still expecting great things out of the mbc trial, it's

[westcoast1000]

inthno, That is true. However, Pzifer will know what the results are. The press release a while back said they wanted to wait a bit until they had more time to assess results after trial completion.  I would guess that is the investigator's request. Meanwhile, final data from the  AWARE I study, also with Roche and Tecentriq, in early HR negative BC is coming this fall. Also

[Noteable]

AWARE-1 final data presentation is to happen in December 2022, although certain posters try to post otherwise. As clearly detailed in ONCY's August 2022 Investor Presentation : AWARE-1 breast cancer study: final data Q4 2022 https://d1io3yog0oux5.cloudfront.net/_891134f8656c66b35a60b3da8c969c81/oncolyticsbiotech/db/300/2536/pdf/Oncolytics+Corporate+Presentation+August.pdf

[inthno]

just curious which posters said aware data was not going to happen q4. My comment was bracelet had been pushed and confirmed by Westcoast on the boards and now u are changing this to aware 1 data. Do u have access to earlier presentations to see if guidance has always been the same for bracelet.

[Noteable]

inthno - you seem to haven't been following the company's guidance. I wonder why if you were postively engaged. If not, then that explains your posts. Read their August 2022 Corporate Investor Presentation in the below referenced link Bracelet-1 Milestones: ORR, PFS, evolving OS H1 ‘23 https://d1io3yog0oux5.cloudfront.net/_891134f8656c66b35a60b3da8c969c81/oncolyticsbiotech/db/300/2536

[inthno]

I do not have access to my computer right now so cannot compare that presentation to any previous one. So just want to confirm with you that you are saying that onc guidance has always been only for bracelet results in the first half of 2023. If that is so then I apologize but will check later and if that is not the case then I would expect the same of you. Thanks again for your posts as many are

[Noteable]

inthno - Well if as you say you don't have access to a computer, then how are you posting on this message board? Telepathy? Your cellphone is a computer and can easily access any information that you have been asking without trying to spread false rumor on this message board. 

[inthno]

I.am not trying to be confrontational in any way. I am posting from my phone but my phone does not access my computer which has the previous presentations. If u could kindly check previous presentations for onc guidance and post those that would be appreciated. And if I am wrong I will apologize to all on this board.

[Noteable]

inthno - Read the message board thread before asking since westcoast wrote the following in response to your question: "Meanwhile, final data from the  AWARE I study, also with Roche and Tecentriq, in early HR negative BC is coming this fall."

[Noteable]

inthno - your cellphone doesn't need to access your computer. Your cellphone is a computer that can access any information that you are asking. All you needed to do was google ONCY and the rest is self-explantory, especially since you appear to have the knowhow enabling you access to this message board without much trouble. So accessing ONCY's website to check on what you want is no

[inthno]

my apologies as I cannot find previous corporate presentations on the onc website. I guess a little beyond my comprehension. If you could please set me straight and access the 2 previous presentations before August for me or I can do that later when I get home and then we shall see. I just want to get the record straight. You are saying that guidance was never for any bracelet results in 2022

[Noteable]

inhno - in August 2022 ONCY provided guidance that the company would substitue providing "top-line" Bracelet-1 results in December for a full package readout of all of the breast cancer studies sometime in H1 2023 that included overall survival (OS), safety and progression free survival (PFS) data - which sounds to me that either ONCY or its acquirer will be filing for for a Phase 3

[inthno]

I am not asking u any questions and accept your apology even though u won't actually come out and say but u did just cofirm that one is pushing back the bracelet results which is all I was trying to say from the beginning but u had to make a big deal out of it. We can make all the inuendos thinking we know results and what all the pharmacy are saying but until the results come out or big

[Noteable]

inthno - you're wrong again !.

[Noteable]

Should read: " ... I would be thinking that the PFS results from the Bracelet-1 study involving ONCY's pelareorep + MercK KGaA/Pfizer's Bavencio (avelumab) + paclitaxel (chemotherapy) is equal to or better than the IND213 results...." Not Roche's Tecentriq as I had wrongly entered.

[m00nsh0ts]

Better be a lot better than the IND 213 since the whole focus of the company right now is pairing with checkpoint inhibitors. Remember, Matt saying that Pela could change the efficacy of a CI from 1 in 5 to 2, 3, or even 4 in 5 patients receiving benefit.

[Noteable]

The IND213 trial was an "all comers" study while the Bracelet-1 study has been a biomarker directed Phase 2 trial with the addition of Merck KGaA/Pfizer's immune checkpoint inhibitor Bavencio to pelareorep + paclitaxel.. The IND213 trial (a randomized study) showed that pelareorep is effective as a montherapy (in combination with SOC paclitaxel) as compared to SOC alone in the

[m00nsh0ts]

That's why I say it needs to be a whole lot better than the IND213.

[Noteable]

mOOnshOts - And I say that ONCY's Big Pharma acquirer will worry about that, so I am not concerned.

[fox7mf]

Hey Noteable...quick question. Has your oft mentioned belief in a $8b-$15b usd B/O changed at all after we've pretty much received confirmation that ONC is a multiple indication ph3 biotech? Are you now closer to $15b usd?

[Noteable]

fox7mf - moreso now. The Goblet-1 pancreatic cancer results were very promising with 70% ORR, and a  90% clinical benefit in an unment need disease that currently does not have any successful treatments. The results of this Goblet-1 pancreatic cancer trial opens the door on prospect of obtaining a speedy "breakthrough therapy approval" for pelareorep in this indication, as I

[Noteable]

Should read: " ... 70% ORR, and 90% clinical benefit in an unmet need disease ..."