Oncolytics Biotech Inc T.ONC

Regarding the transcript…lots of good & great stuff

[canadafan]

Regarding the transcript, FYI, it worth a listen & can also be found on Onc web site.
regarding the yahoo board.
that site is extremely biased, towards the negative.
Many times I have been prohibited from posting, or my posts just disappear.
All the while the moderator allows the backbiting, name calling & general gibberish.
All known as Ad Hominem attacks.
Regretably that site has been reduced, to grade school level ...wall writing.
Any posts of substance ( technical discussions re Pelareorep & opportunities), are avoided.
That, said, imho the Q1 cc, was informative, upbeat & has gained more attention than the other last 3 combined.
RBC still has a $6 target , with $18 upside....assuming more data, or partnership.
Translated....after ASCO , & assuming phase 3 plans are put in place, they will be increasing their SP targets.
They are the most conservative.
It will be interesting to see what the two newest analysts come out with, as a new SP target?
I agree 100% with the expectations of a buyout price. Being $2billion +.
The analysts don't discuss " take over or buyouts" 
They only use projections of potential product sales, discounted for risk & time from actual market.
The next " event" will be pre- publication of the ASCO abstract poster. That is 25th of this month.
followed by a flurry of activity.
The oral ASCO presentation, followed by a KOL presentation, a day or so later.
exciting times ahead....it certainly has been a long wait.

[Geneman2004]

From the beginning, the future share price has always depended upon safety and efficacy. The company has a long history of safety data from animal studies as well as intra-tumoral and IV delivery. To deliver on the promise of clinical efficacy, the BRACELET results have to complement IND213. This provides the foundation for a true registration trial in ER+ mBC. Having two controlled trials with

[Noteable]

Agreed 

[Noteable]

Relevant excerpt of ONCY's Earnings Call opening remarks on May 05, 2023:  Matt Coffey Thanks, Jon. It's my pleasure to provide an overview of our recent highlights and outlook for the coming months. I will start with the exciting news that came out just last week when we announced the results from our randomized BRACELET-1 trial in HR-positive/HER2-negative metastatic breast cancer

[Noteable]

Validating ppelareorep's single agent activity sets pelareorep up for subsequent approval in combination with immune checkpoint inhibitors,  CAR-T therapy, bispecifics and antibody drug conjugates, and small molecule drugs like PARP and CDK4/6 inhibitors.

[Noteable]

Some apparently had missed the point that validating pelareorep's single agent activity sets pelareorep up for subsequent approval in combination with immune checkpoint inhibitors,  CAR-T therapy, bispecifics and antibody drug conjugates, and small molecule drugs like PARP and CDK4/6 inhibitors.

[lonc17]

"If the BRACELET results are unambigously positive, the negotiations for a Biotech/Pharma partner will accelerate and broaden" That is a very big IF.    In all my years watching ONC (20+) and witnessing real-time every PR announcing data from a trial (30+?), not once have I seen results that are unambigoulsy positive.  In fact, ONC has a history of muddying the waters

[inthno]

I am kinda wondering how AN might fit into all of this as to whether they will just run a concurrent trial incorporating the results from Aware1 and Bracelet. It will be interesting to see how much empahsis will be put on the biomarkers as there was hardly any mention of it in the quarterly cc when talking about the trial design so am hoping that onc will provide more clarity once asco results are

[inthno]

Further on in the AN document I found the following and am curious of the relevance. We are responsible for developing the Oncolytics Licensed Product for use in the Oncolytics Licensed Field in the Oncolytics Agreement Territory in accordance with the terms of the Oncolytics Agreement. The parties have agreed on an initial development plan for a term of three years ended in June 2022 with respect

[westcoast1000]

inthno, Could you clarify how you learned that AN wanted to start a trial last year? That seems important  in my view.  Thanks

[inthno]

Hello Westcoast and this is an exerpt from a document that I was able to obtain through a friend through the Hong Kong securities. Originally AN was going to run the phase 3 trial in 2022 as this was stated in their original documents from Hong Kong. We received the approval from the NMPA in February 2019 for our initiation of an open-label, randomized, multi-center, global phase III clinical