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Post by JHam on Sept 2, 2014 17:03:47 GMT
ONCS is up big today on this news and I am finally comfortably in the green with this one: ir.oncosec.com/company-news/detail/1504That is a lot of events to present at in one month, which suggests imo that they have a lot to talk about. The CEO even said (embarrassingly) on twitter that September would be a busy month for news. We'll see. |
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Post by JHam on Sept 3, 2014 13:43:48 GMT
Just to do some follow up on this. Much in the way that ACTC is starting their PR blitz, I think ONCS is about to start theirs as well. There are several items that remain on the milestone list for 2014. The CEO guided a few weeks ago (albeit via twitter) that they are on track to accomplish all of those milestones by the end of the year. Some of those milestones are....
- Phase 1 Melanoma study for long-term survival data
- Phase 2 Merkel Cell Interim data
- Phase 2b Melanoma combination study strategy / start (potential partnership with big pharma)
- Initiation of new Phase 1 and 2 clinical study in non-skin cancer indication (Breast or Head/Neck cancers are probable)
- Final Melanoma Phase 2 data and expanded Phase 2 interim
It has been on the move the past few days with 3x the average volume, but I still think that the $125M current market cap is undervalued. I am finally back in the green with this one. I am done accumulating shares and have a fairly large position. This is a long term hold for me (at this moment at least), but I do think things could get interesting in as we get deeper into this month and closer to the end of the year.
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Post by RLC on Sept 3, 2014 17:12:00 GMT
It "feels" like ONCS hit it's bottom in August. I agree this should be a very exciting (and revealing) remainder to the year for OncoSec.
Really appreciate the continued follow ups on this one JHam!
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Post by JHam on Sept 3, 2014 22:25:11 GMT
It "feels" like ONCS hit it's bottom in August. I agree this should be a very exciting (and revealing) remainder to the year for OncoSec. Really appreciate the continued follow ups on this one JHam! It is up 28% in the past 3 days of trading on really high volume. It won't do this forever, but I do think people are starting to anticipate these upcoming milestones to start getting checked off the list. I forgot, do you have a position in this (sorry if that is personal, you don't have to answer). |
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Post by RLC on Sept 4, 2014 0:55:25 GMT
It "feels" like ONCS hit it's bottom in August. I agree this should be a very exciting (and revealing) remainder to the year for OncoSec. Really appreciate the continued follow ups on this one JHam! It is up 28% in the past 3 days of trading on really high volume. It won't do this forever, but I do think people are starting to anticipate these upcoming milestones to start getting checked off the list. I forgot, do you have a position in this (sorry if that is personal, you don't have to answer). Ya I'm in with a decent-sized position at an average of $0.43. First purchase was around $0.50 when it was on it's way down from the $.90s. Obviously very happy with the past few days this one's had... |
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Post by JHam on Sept 4, 2014 1:04:53 GMT
It is up 28% in the past 3 days of trading on really high volume. It won't do this forever, but I do think people are starting to anticipate these upcoming milestones to start getting checked off the list. I forgot, do you have a position in this (sorry if that is personal, you don't have to answer). Ya I'm in with a decent-sized position at an average of $0.43. First purchase was around $0.50 when it was on it's way down from the $.90s. Obviously very happy with the past few days this one's had... Oh nice! If there are no big announcements in the next few days, it will probably head back down a bit. The past few days is either people buying in anticipation of some of these milestones being announced in the near term (possibly before they go on this 5 conference whirlwind tour), or some kind of news is pending and those in the know are buying, imo. |
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Post by happyjawa on Sept 5, 2014 0:39:34 GMT
Ya I'm in with a decent-sized position at an average of $0.43. First purchase was around $0.50 when it was on it's way down from the $.90s. Obviously very happy with the past few days this one's had... Oh nice! If there are no big announcements in the next few days, it will probably head back down a bit. The past few days is either people buying in anticipation of some of these milestones being announced in the near term (possibly before they go on this 5 conference whirlwind tour), or some kind of news is pending and those in the know are buying, imo. It's also been pumped pretty heavily in the past. ONCS has never paid for promotion, but they seem to get a lot of attention from promoters. The company may be beginning their fall PR tour and penny pushers may be doing the same thing. I have no proof, but seeing this stock go from .30 to .90 and then back down to the .30s before returning to .50 makes me pretty skeptical. Hopefully they put out some great news this month and drive the price back up permanently. |
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Post by JHam on Sept 5, 2014 19:26:37 GMT
Oh nice! If there are no big announcements in the next few days, it will probably head back down a bit. The past few days is either people buying in anticipation of some of these milestones being announced in the near term (possibly before they go on this 5 conference whirlwind tour), or some kind of news is pending and those in the know are buying, imo. It's also been pumped pretty heavily in the past. ONCS has never paid for promotion, but they seem to get a lot of attention from promoters. The company may be beginning their fall PR tour and penny pushers may be doing the same thing. I have no proof, but seeing this stock go from .30 to .90 and then back down to the .30s before returning to .50 makes me pretty skeptical. Hopefully they put out some great news this month and drive the price back up permanently. happyjawa, Thanks for the post. I agree that there was a lot to be skeptical about in the past. Personally I feel like this latest move has some legs to it. Never before has the company had so many potential positive events in the woodwork. I think that either retail buyers are loading up before the upcoming PR/new blitz, or some insiders know something is up. I would not be surprised to see some news at the beginning of next week before the conference appearances begin. |
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Post by JHam on Sept 5, 2014 19:28:12 GMT
Incidentally, it just crossed $.60 which is a mini-milestone in itself, lol.
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Post by happyjawa on Sept 6, 2014 23:06:41 GMT
It's also been pumped pretty heavily in the past. ONCS has never paid for promotion, but they seem to get a lot of attention from promoters. The company may be beginning their fall PR tour and penny pushers may be doing the same thing. I have no proof, but seeing this stock go from .30 to .90 and then back down to the .30s before returning to .50 makes me pretty skeptical. Hopefully they put out some great news this month and drive the price back up permanently. happyjawa, Thanks for the post. I agree that there was a lot to be skeptical about in the past. Personally I feel like this latest move has some legs to it. Never before has the company had so many potential positive events in the woodwork. I think that either retail buyers are loading up before the upcoming PR/new blitz, or some insiders know something is up. I would not be surprised to see some news at the beginning of next week before the conference appearances begin. I've drank so much kool-aid in the past that I just prefer to be the one that throws the pitcher on the ground whenever people start passing it around. That said, I'm long and I'll be really happy if you're right. :-) |
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Post by JHam on Sept 7, 2014 1:12:07 GMT
happyjawa, Thanks for the post. I agree that there was a lot to be skeptical about in the past. Personally I feel like this latest move has some legs to it. Never before has the company had so many potential positive events in the woodwork. I think that either retail buyers are loading up before the upcoming PR/new blitz, or some insiders know something is up. I would not be surprised to see some news at the beginning of next week before the conference appearances begin. I've drank so much kool-aid in the past that I just prefer to be the one that throws the pitcher on the ground whenever people start passing it around. That said, I'm long and I'll be really happy if you're right. :-) LOL! I understand. The way the CEO pumps on twitter and his blog, and with the cult-like retail shareholder base there is a tangy kool-aide feel to this one. Since I am relatively new to the stock though, and since everything has gone to plan for me to this point, I guess my tolerance level is still high. That will quickly change though if things don't start happening as guided by the company. I dont think the CEO can write a blog like he did yesterday unless she has some big news on the horizon. If he doesn't, then shame on me (and him of course)  We'll know soon enough! |
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Post by JHam on Sept 7, 2014 2:52:40 GMT
And how about this to throw some fuel on the speculation fire, lol. Sierra World Equity, which I know nothing about but at first glance looks like a garbage stock tip site, just tweeted/blogged the following: sierraworldequityreview.blogspot.jp/2014/09/oncosec-medical-oncs-and-pfizer-pfe.html?m=1"OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review Latest Projections: OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review. Shares of ONCS were trading higher up over 4% during Friday's session. Look for the official news coming, remember when it breaks you heard it here first." ONCS presents at Aegis on Sept. 11th. I'd say a Pfizer buyout is very unlikely and would go against what Dhillon has guided stating it is "ONCS" time to show the world what they can do. |
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Post by happyjawa on Sept 7, 2014 7:02:49 GMT
And how about this to throw some fuel on the speculation fire, lol. Sierra World Equity, which I know nothing about but at first glance looks like a garbage stock tip site, just tweeted/blogged the following: sierraworldequityreview.blogspot.jp/2014/09/oncosec-medical-oncs-and-pfizer-pfe.html?m=1"OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review Latest Projections: OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review. Shares of ONCS were trading higher up over 4% during Friday's session. Look for the official news coming, remember when it breaks you heard it here first." ONCS presents at Aegis on Sept. 11th. I'd say a Pfizer buyout is very unlikely and would go against what Dhillon has guided stating it is "ONCS" time to show the world what they can do. Sierra is garbage. They've been predicting a buyout/merger since last year. That's just with ONCS. There's a lot of other penny stocks they've been pumping, too. Here's a blog post announcing that an ACTC partnership with GlaxoSmithKline was imminent back in March . In the same blog post, they pumped GrillIt, which is another well known pump that went from .20 to 2.00 and is currently sitting at .02.
Hence why I'm skeptical and suspecting of the pump. :-)
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Post by JHam on Sept 7, 2014 7:33:40 GMT
And how about this to throw some fuel on the speculation fire, lol. Sierra World Equity, which I know nothing about but at first glance looks like a garbage stock tip site, just tweeted/blogged the following: sierraworldequityreview.blogspot.jp/2014/09/oncosec-medical-oncs-and-pfizer-pfe.html?m=1"OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review Latest Projections: OncoSec Medical (ONCS) And Pfizer (PFE) Buyout Announcement To Come Prior To 2014 Aegis Capital Healthcare and Technology Conference Predicts Sierra World Equity Review. Shares of ONCS were trading higher up over 4% during Friday's session. Look for the official news coming, remember when it breaks you heard it here first." ONCS presents at Aegis on Sept. 11th. I'd say a Pfizer buyout is very unlikely and would go against what Dhillon has guided stating it is "ONCS" time to show the world what they can do. Sierra is garbage. They've been predicting a buyout/merger since last year. That's just with ONCS. There's a lot of other penny stocks they've been pumping, too. Here's a blog post announcing that an ACTC partnership with GlaxoSmithKline was imminent back in March . In the same blog post, they pumped GrillIt, which is another well known pump that went from .20 to 2.00 and is currently sitting at .02.
Hence why I'm skeptical and suspecting of the pump. :-)
I agree. Look at all of those ridiculous "predictions" on that blog. I guess if you fling enough mud on the wall, it may stick once. |
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Post by actcfan on Sept 8, 2014 14:06:45 GMT
Wish I bought more at .40, thanks for putting this on my radar
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Post by JHam on Sept 8, 2014 18:34:41 GMT
Wish I bought more at .40, thanks for putting this on my radar I didn't realize you were holding. No problem, anything to make up for my MGT decision |
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Post by JHam on Sept 8, 2014 19:13:12 GMT
If there is no news announced before opening bell tomorrow, then I imagine we will see a bit of a dump.
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Post by JHam on Sept 9, 2014 14:57:33 GMT
Just listened to the Rodman Renshaw presentation. The biggest *news* to come out was during the Q&A.
Someone asked Dhillon about upcoming partnering opportunities. Paraphrasing now, he said that they saw many opportunities in the future, particularly with companies looking to tackle a number of indications. In the near term however, the biggest chance to partner is with melanoma, and that they are anxious to share developments with those "activities" soon.
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Post by JHam on Sept 11, 2014 11:42:13 GMT
There has been so much going on with other stocks and with my work, I haven't a chance to give my run down of the Rodman Renshaw conference until now. Here are my highlights:
- $38M in cash (enough for 2 years)
- Management updates coming this month (September)
- Have IP coverage for all of their scientific platforms
- Phase II trial for Metastic Melanoma is complete (30 patients) with final data coming later this year, have started enrollment into a 21 patient extension/dose intensification trial
- Phase IIb PD1 combination trial to commence later this year (2014-2015 will be enrollment)
- Initiation of a non-skin cancer trial later this year
- 60% of population will be receiving immunotherapy treatments in next 10 years, compared to 5% now
- On Melanoma trial data so far, "treated locally, felt globally", meaning that even with a local treatment (in one tumor) they saw a 60% response rate in other distant tumors that were not directly treated (one of the highest response rates ever seen)
- PD1 therapy has upwards of a $24B market
Milestones for 2014
- Phase II Melanoma final data by years end
- Phase IIb commencement by years end
- Phase II Merckel Cell Carcinoma (MCC) interim data reported by years end
- Expansion of R&D pipeline
On partnering strategy
Dhillion mentioned that partnering in the near term will definitely be centered around melanoma and that "those activities are on going and we look forward to giving everybody an update about that"...
Listening to this call made me feel more confident about continuing to hold this through the end of the year. Good cash situation and lots of potentially huge milestone expected that I believe will help to move the pps northward. I am very interested to hear about this management update. It could be a board member or another PD-1 expert. Of course I am still anxious for this Phase IIb trial to commence and hear if they will go it alone or if they will partner it up, and all of the juicy details that go into that (although ONCS may end up footing the bill for it). And if there will be a separate partner from the combination trial.
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Post by JHam on Sept 12, 2014 4:02:07 GMT
I haven't listened to to the entire presentation today from the Aegis Capital presentation, but here is a snippet from the Q&A that should interest any ONCS investors: CEO Dhillon: "Good question, the question is have a partnered any of the programs and are we planning a partnering any of the programs. No, none of the programs are partnered yet. We are anticipating and definitely trying to improve our chances for partnering of our melanoma program. And I can't comment on how we are starting the combination trial in PD-1, but that is going to be with the support of something, someone (laugh). We're not going to get PD-1 falling from the sky and being able to use it."I don't think there was really ever a question as to whether or not they were going to partner with anyone, in my opinion. The question is if it comes with cash up front or not. I am feeling 50/50 at this point. It could very well be structured like the recent ADVX deals where ONCS has to foot the bill for the trial and zero up front cash. Either way, it is a big deal in my opinion though, and depending on the partner, at the very least should really give some credibility to ONCS' scientific approach. Link to the presentation: wsw.com/webcast/aegis/oncs/ |
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We'll know soon enough!
