Oncolytics Biotech Inc T.ONC

Where we are now as ONCY shareholders

[westcoast1000]

Reading this board and Yahoo, there are two distinct camps of posters.

The bashers simply attack individuals, and comment about the 20 plus years of development, with a slowly declining share price and ongoing dilution.

It seems they did not really consider that this is a one virus, one product, zero revenue company that will look like a failure in the eyes of conventional investors, who are more familar with companies that have sales, growth and liquidity.

Oncy is a company that will look like it is failing from a conventional perspective, until it has a brekathrough. 

The other camp, where I sit, sees ONCY as a risky investment that has taken time, but now the time for a breakthrough (or bust) is nearly here. The company has indicated that during Q2 we will hear about partnering (and by implication, possible purchase of the company). 

The clinical results (which are the only thing that give ONCY value) have been stunning in how they seem to be getting better and better, with no negative or indifferent results since we started working toward trials that show our I/O combo potential.

I apprecaite the work of Noteable in reporting the science base around these kinds of drugs and also the market context. I appreciate CF for continuing to point out facts about ONCY while ignoring attackes on the Yahoo board.

Oncy is indeed a lottery ticket. The draw and resolution will occur this year. The downside (i.e. the breakup value if the company were somehow sold for its IP and the tax losses is vastly above the current price, given the results we have in hand. The most positive version of the upside is stratospheric as Noteable has indicated.

I bought into this company rather niavely, and have stuck with it because it basically has been getting better for five years. If they were still back at the strategy of direct cancer cell lysis, then indeed I would be very wary of the company, along the lines of the bashers.

But the bashers are alll looking backward, like 5 to 20 years backward, and are ignoring what has occurred in terms of trial releases in the last few years. That is what will decide our future, not their condemnation of the company because it does not look like other companies.

[jimsenior]

@westcoast1000. I shall make my point with you, as we seem to be on similar pages. I am wondering if the profound efficacy of the pelareorep boost is owing to a unique function. This is a complex subject and lay folk such as myself need clear non technical language to get to some understanding. In CAR T and solid tumors, pelareorep seems to bring something unique, perhaps cross-talk, and the

[westcoast1000]

We have something very unusual: a double stranded RNA virus that we have patented. Becuase humans ahave been exposed ot it their hwole lives, our immune system is well trianed to deal with it.  tWe can get a dose of it and have an immune response that changes and enhances the immunological responses directily and indirectly. That change can then attack cancer cells if the tumor cells are

[westcoast1000]

should read: ... have been exposed to it their whole lives,...trained to deal with it. We...

[itntdf]

since reo/pela has typically been used as a salvage treatment, it has never been able to show its true benefit. administering as a "last resort" is one of the main reasons for viewing oncy as a lost cause. recent results indicate that administering pela sooner rather than later produces real results. if administration of pela is done before the body's immune system is pretty well

[Noteable]

Wrong on thinking about the use of pelareorep as a "salvage" therapy since in pancreatic cancer for example thete is no real effective therapy,  however pelareorep + immune checkpoint inhibitor was able to be an effective therapy, leading to a "cure" in 1 patient and partial responses in most of the rest studied. Then there is the use of pelareorep + immune checkpoint

[westcoast1000]

itntdf makes a very very good point. In the past, which is the source of all the bashers' misery, we were a fourth line or third line treatment. Now that we are part of first line combos, we can actually show real success, as in a panc complete recovery.

[Noteable]

When westcoast wrote "... the source of all the bashers' misery..". he was likely referring to Bumbleberry et al.

[Buckhenry]

can you imagine if everyone on here was an unnoteable. then they would get into it over who has the biggest ego and posts the most. as long as you have 2 our mote people here is always going to be strife. the world would be a better place if we could just got rid of people!!!!!  lol