Oncolytics Biotech Inc T.ONC

Is a deal/buyout in 2022 realistic?

[fox7mf]

It's been said that BP likes to wrap up ongoing M&A negotiations before the end of the year in which they commenced. However, with Coffey stating his desire to present Bracelet results at a major conference in 2023, as well as stating he expects partnership news in the next 6 months, I guess wrapping things up this year is too big an ask. Add in Douglas Loe figuring ph3 breast & partnerships pushing out as far as 2024, it appears this interminable journey extends. Perhaps Goblet changes all this, and of course Matt isn't telling investors everything...so...c'mon Roche, get us a nice 2022 xmas present!!

[askretka]

Maybe, but Roche has some breathing room because Pfizer probably going over data and now Pfizer has to consider what Roche data in Pancreatic means for them. Merck's Keytruda Pancreatic cancer/ Pelareorep trial was considered a failure, but some of the patients were still alive apparently long after trial ended as Matt got call from trial docs. So does Merck come into play at all. Doug Loe has

[Capitalista]

Does anyone know the original source of this comment?  I'm racking my brains trying to figure out why this would even be an issue to BP.  (fox - I'm not trying to start a fight here - I'd like a buyout as much as anyone).

[fox7mf]

No no, I get it. The M&A information is just something Noteable has touched on numerous times...I realize nothing is set in stone.

[Kswdelux]

  I agree on Roche and here us a summary of my thoughts, and I have stated much if thus before Roche has wrapped up AWARE-1 and we are told that we will see AWARE-1 final data in Q4 2022 Roche knows exactly what pela does with Tecentriq, Roche is not waiting on any more data there. Roche working with pela is AWARE-1 potentially confirmed 2 biomarkers. GOBLET was created to see

[fox7mf]

I think most would agree with much of what you assert Ksw...except, there are those who believe PFE have been in possession of final Bracelet data for quite sometime, and may, in fact, be nearing the end of their exclusivity/right of first refusal. Of course, this is a moot pt regarding a Roche offer...they'll do so regardless, and I imagine within 60 days.

[Kswdelux]

  That woukd be great if Pfuzer has receied the final data. I know they have been working with real time data. But Matt stated they are letting the data mature until Q1 2023. Maybe that is a second data set that will be used for Phase III registration.  its all a bit confusing to say the least. I hope you are right, because that would definitely shorten the decussion making tine

[Kswdelux]

Hey fox7mf, Was away for the weeked just with my phone. But just back at my computer this morning now and went looking for data from an old conference call with respect to what Matt has stated in the past. Found it. Thought I would share. In the 2022-08-12 ONC Webinar, at 6:55 into it _____________ 6:55 And now I’d like to turn our attention to an important announcement we made in our press

[Noteable]

 the trial's primary end point at week 16 overall response rate.    ...was completed at the end of October 2022.

[westcoast1000]

KSW, Thanks for the valuable summary. "Cleaning and locking" the data will not take long because there are not very many subjects and so not many numbers are involved overall. So that part will not take much time. But I agree with your overall conclusion about time elapsing to Q2 2023 before a release of the information to us, at least. 

[CarbonWarrior]

A take over is imminent. Not sure what and why a big pharma would wait longer.  Statistically significant now, Ramdomized soon to be confirmed and then KAPOWWW we rocket to 1Billion +++ valuation. Maybe 2Billions ++++ I will mortgage the farm later this week. Bet the house, the old chevy, the cows and they farm... Let's go!!! 

[Kswdelux]

Thanks for that info on cleaning up and locking... that helps to understand timing there. Of course these time frame statements from the Aug CC are based solely on the mBC side and Pfizer's timing, but IMHO this gets totally skewed by the GOBLET results and Roche's intentions. Serious pressure now on both Pfizer's and Roche's sides. As far as I am concerned, I am ready for

[fox7mf]

Oh man Kswdelux, I concur. Great post. Nail biting time...but in the end, whether it's days or a couple of months, investors here will win & more importantly cancer sufferers get renewed hope. GLTA.

[westcoast1000]

Thanks to all for valuable comments. KSW, the final AWARE 1 poster is available on the ONCY web site. I had thought it would address BC issues like PFS or OS, but that trial is about the tumor microenvironment so to speak. Hence its results address those kinds of issues. If you take a look at that poster, could you interpret anything about the biomarker information and how that is demonstrated

[Kswdelux]

  Thanks,  I was always under the understanding that AWARE-1 was set up mainly to determine biomarkers. So I really have been expecting final data to come out and state they have confirmed the biomarkers in simple english. ONC issued that poster with little or no duscussion. IMHO confirming biomarkers is a huge deal. I MHO there must be more AWARE-1 data as even the latest