Oncolytics Biotech Inc T.ONC

Christophe said nothing of value during the Q2 call

[Noteable]

Heineman mentioned the intent of an accelerated approval for metastatic breast cancer in the context of a larger Phase 3 patient population.

[Noteable]

Heineman mentioned an FDA agreed to Phase 3 metastatic breast cancer study consisting of approximately 186 patients.

[Noteable]

The FDA agreed on PFS as the primary endpoint for the Phase 3 metastatic breast cancer study. AND ONCY has already reported a 12 month PFS for pelareorep + paclitaxel of 32.8% versus 0% for the control arm of paclitaxel monotherapy. https://oncolyticsbiotech.com/press_releases/oncolytics-biotech-announces-updated-randomized-phase-2-data-from-bracelet-1-metastatic-breast-cancer-trial-that-show

[Noteable]

When Chrtistophe Degois was asked what the market size would be for the ADC failed / ADC non-tolerant market for the HR+/HER2- metastatic breast cancer market he punted his answer for the next quarter, notwithstanding that he had at least 3 months since he was hired to prepare and give a reasonably informed response, especially since he apparently has ADC BD experience.

[Noteable]

Degois's punt on providing an informed response of the Her2- mBC market size was unexceptable.