Post by
Quentin30 on Mar 04, 2024 2:40pm
Q4 Results and Discussion
Well, this is probably one of the most hotly awaited opportunities for ONCY management to add some meat to the bone of their 'aspirations'.
Yes, Matt, we know you are in discussions with potential partners... you have been in perpetual discussions for over 10 years...
1) What additional data do you need (does the FDA want to see) to start Phase III ?
2) When will you submit the trial protocol - or have you already done so?
3) Who will pay for either of the two phase III's?
IF, Matt indicates that they will go it alone, I would consider this a massive red flag... it means that ALL potential partners have sifted through and spat out their clinical data, and come to the conclusion that ONCY is uninvestable...
If that were to happen, I think it's pretty much game over... but IF they are in final discussions with a partner... then it's game on...
Comment by
13X2413 on Mar 04, 2024 2:43pm
I'm guessing that we're in for a kick in the b**ls on Thursday. This strangely timed conference call coupled with today's sell off is deeply concerning.