Post by
inthno on Mar 26, 2023 12:24pm
keep the enthusiasm in check
Yes we have had a great trial with the panc. But did anyone ever compare it to cornerstone pharmaceticals which had better results in their phase 1 trial than onc and then failed in their phase 3 trial. They actually had 3 cr's in their 20 patient orginal study, were allowed fast track but not AA....As Much as we all want this to work we need to understand that there is no guarantee and as much as I would like to see this partnered I would really prefer a buyout so as to not have to take a chance with the followup trial that might not prove out. I said before that 2 billion is reasonable considering all the risks that are still associated with future trials and really wonder if onc has ever been offered something similar and turned it down hoping for more. Just being a realist as the result and company comparisons so far are very similar.
Comment by
Noteable on Mar 26, 2023 1:21pm
Complete nonsense. A "one-trial" is the quickest path to full approval and completely de-risks the product development process. And this acheivement comes with an absolute M&A premium. Furthermore ONCY's would be employing biomarker defined cohorts of patients which further de-risks the clinical trial
Comment by
Lesalpes29 on Mar 27, 2023 10:39am
Keep posting here to have a balance point of vue. We have a product not good enough to be used alone. We are the little dog who needs a big dog with a proven product to have value. Less then 80 millions of market cap and almost no interest by buyers actually. Hope management will have a big NR to get the interest back. GL
Comment by
westcoast1000 on Mar 27, 2023 4:10pm
Our virus may not be powerful ennough to kill enough cancer to be effective on its own. But it is very good in a LOT of indications and with a lot of other I/O agents by engaging the immune system. That more than makes up for the inability to work as a monotherapy.
Comment by
Lesalpes29 on Mar 28, 2023 6:10am
Agree with both of you. Now what is the real value of a drug that could be used in many indications and in a mix of many? We will see I hope. GL
Comment by
Buckhenry on Mar 27, 2023 8:10pm
we must be in a time warp here.... I swear I have heard all the same posts 3 years ago.... kickin the can do an the road....