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Bullboard - Stock Discussion Forum Oncolytics Biotech Inc T.ONC

Alternate Symbol(s):  ONCY

Oncolytics Biotech Inc. is a clinical-stage biotechnology company. The Company is focused on developing pelareorep, an intravenously delivered immunotherapeutic agent that activates the innate and adaptive immune systems and weakens tumor defense mechanisms. This compound induces anti-cancer immune responses and promotes an inflamed tumor phenotype turning cold tumors hot through innate and... see more

TSX:ONC - Post Discussion

Oncolytics Biotech Inc > Regarding information being kept
View:
Post by canadafan on Oct 02, 2024 12:10am

Regarding information being kept

Regarding information being kept from investors. I suggest, a simple read, on the investor web site.
recently updated for Sept.

Give it a read:
quick recap

They prejected an estimated $2.5 billion in annual sales. That being for the MBc alone.
additionally the projected pancreatic sales.
I know a hard concept, but a company's day- day share price, has zero implications with the ability of a drug approval.
oncolytics biotech can only reach its full potential if when Pelareorep gets approved.
prior to that, they must get a business partener , or complete buyout.
So , if you belive the science is correct & they can get approval, wait it out.
Alternatively, if you do not think the science is wrong.
then sell & move on.
myself?
They have sucsess in 4/5 G.I. Trials with Roche.
To the point that all met entry criteria & are moving forward.
To the point that from a $5million grant they are adding an additional arm. 
FDA fast track designation of both the pancreatic cancer cotherapy & the MBc. Cotherapy.
Please don't take my word.
Go to the Onc site, take a read. Substantial details.
Then decide. Can Pelareorep be of help as a cotherapy for cancer.
That decision is based on interpretation of the science, not the shareprice.

In 1999 I could have bought Apple shares for just under $1. I did not afteall, must be doomed!
One  of the worst investment decisions I ever made. I looked @ the SP and did not understand the technology.
Im not comparing Onc to apple, so save any silly rhetoric. I am comparing my understanding of the " company " vs " the stock price"
Absolutely, 100% we buy the shares to some day sell for a profit.
The easiest way to realize that is a corporate buyout.
The MBc data is barely a few months announced.
There is now full details available for a larger pharma to step in.
Time line? A lot qicker than many think.
notice not a peep on the web site on partnering.
Has been very quiet. Call it calm before the storm. Hopefully a good news storm.
Again, I see a buyout. More than $1billion, less than $3 billion.
The $2.5 billion in sales projected has great future value. They do have to pay for the company, the trial & the marketing.
Additionally, should they find a way to wait it out. Then the price goes up, if/ when Pela is approved for pancreatic cancer.
For those who have not, please go to investopedia & read up on startup biotech evaluations.
That being " what are they worth".
in all cases it has To do with present value of future income....absolutely zero to do with trading price at anytime.
Perhaps a bit much for some. 

start with the company presentation.to understand the technology 
thenl
read up on biotech evaluations, to understand what Onc could be worth.
Night all

Comment by CaseyL on Oct 02, 2024 9:31am
2.5 Billion is silly. Might as well cancel all of Roche's ongoing trials. 
Comment by CaseyL on Oct 02, 2024 9:35am
5 Billion is more reasonable. Ongoing trials and the platform itself is worth more the 2.5. 
Comment by Noteable on Oct 02, 2024 10:10am
ONCY's reference to US$ 2.4 Billion only pertains to their projected 5th year annual peak sales for pelareorep in 3rd line HR+/HER2- metastatic breast cancer indication alone. It doesn't reflect projected peak sales for the other indications that ONCY is pursuing in PDAC and anal cancer, for example. Nor does the US$ 2.4 Billion represent the full value of ONCY on an acquisition of the ...more  
Comment by Buckhenry on Oct 02, 2024 1:00pm
This post has been removed in accordance with Community Policy
Comment by 13X2413 on Oct 02, 2024 1:41pm
I couldn't agree more. I guess we're supposed to be looking at this as a charitable donation.  This wouldn't be at a 3 year low if there was any inkling of hope in the company's efforts. 
Comment by Buckhenry on Oct 02, 2024 2:59pm
They should have called this a weight loss/ diabetes drug and it would have already sold for gazillions!!! Lol
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