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Post by JHam on Oct 14, 2014 4:18:24 GMT
I don't put too much worth into what Jason Kolbert says as he has been wrong with his price targets on most of the other companies he has covered that I have followed. Nonetheless I agree with his catalysts and think they should create some value for shareholders. Not sure about $3, but I'll take a high price target over a low one any day: www.smarteranalyst.com/2014/10/13/see-year-growth-transition-ahead-oncosec-says-maxim-group/We See A Year Of Growth And Transition Ahead At OncoSec, Says Maxim Group October 13, 2014 7:19 PM EDT by Editor Ben Weinberg in Exclusively Published, Healthcare In a research note released today, Maxim Group analyst Jason Kolbert reaffirmed a Buy rating on OncoSec Medical (NASDAQ:ONCS) with a $3 price target, as ONCS has recently been investing in new hires. Kolbert wrote, “Investors should stay focused on several catalysts: A complete data set from the P2 (N=30) melanoma trial by year end; Long-term survival data from the P1 trial, including (we expect) some subgroup/case study analysis on what combinations are enhancing survival; and
a combination study with anti-PD1/PDL1 to begin, which may represent a fast track basis toward proof of concept and a registrational study in 2016.” The analyst continued, “OMS-I100 could be critical to extending the efficacy and utility of the checkpoint inhibitors (anti-PD1) in development. This is based on OMS-I100’s ability to induce a local and systemic immune response, and its clean profile (no additive toxicity). We believe it may be able to increase the susceptibility of the target metastasis lesions to checkpoint inhibitors through IL-12 connection. Immune checkpoint blockers, such as Bristol-Myers Squibb’s (BMY – $50.28 – NR) nivolumab, Merck & Co’s (MRK – $58.66 – NR) MK-3475, and Roche’s (RHHBY – $34.35 – NR) RG7446, are pushing to enter the market in 2015, setting the stage for OncoSec to move forward with combination trials. Results from studies of the anti-PD(L)-1 agents have been in the 20%-50% range; in patients with high expression of the PD-L1 biomarker, the anti-PD(L)1 therapies have shown even higher rates (40%-80% range). We believe OMS-I100 could enhance PDL1 expression.” According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Jason Kolbert has a total average return of 3.1% and a 40.5% success rate. Kolbert is ranked #927 out of 3340 analysts. |
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Post by happyjawa on Oct 15, 2014 2:24:08 GMT
#927 puts him in the top 30% of analysts I suppose. Which means 70% of all analysts polled make less than a 3% return every year. Scary...
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Post by happyjawa on Oct 16, 2014 19:07:50 GMT
Seems we have another price rating reiterated.
In a research report published today, H.C. Wainwright analyst Reni Benjamin reiterated a Buy rating on OncoSec Medical (OTC:ONCS) with a $2 price target, following the company’s release of its FY4Q14 financial results.
Benjamin wrote, “OncoSec reported a net loss of ($3.5) MM, or ($0.02) per share for the fourth quarter ending on July 31, 2014, in line with our expectations. Going forward, we expect the burn rate to increase to approximately $3.8 MM per quarter as trial enrollment grows and a new combination study evaluating ImmunoPulse with checkpoint inhibitors is potentially initiated. Based on our models and guidance from management, we expect the current cash position to sustain operations for at least the next two years.”
The analyst continued, “OncoSec’s ImmunoPulse platform utilizes electroporation to efficiently transfect plasmid DNA encoding the pro-inflammatory cytokine, IL-12, into patients with injectable tumors including melanoma, Merkel cell, and cutaneous T-cell lymphoma. With the approval of Bristol- Myers Squibb’s (BMY; not rated) Opdivo (nivolumab) in Japan and Merck’s (MRK; not rated) Keytruda (MK-3475) in the US, the age of improving response rates of checkpoint inhibitors has begun. With ImmunoPulse, OncoSec aims to change the tumor microenvironment by locally expressing IL-12 in tumors, which could systemically increase the potency of checkpoint modulators. With multiple upcoming presentations, the potential for a partnership, and a strong cash position of $37.9 MM, we believe OncoSec represents an undervalued player with significant upside for the long-term investor.”
According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Reni Benjamin has a total average return of -9.5% and a 19.6% success rate. Benjamin has a -24.7% average return when recommending ONCS, and is ranked #3262 out of 3352 analysts.
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Post by JHam on Oct 16, 2014 19:19:49 GMT
Seems we have another price rating reiterated. In a research report published today, H.C. Wainwright analyst Reni Benjamin reiterated a Buy rating on OncoSec Medical (OTC:ONCS) with a $2 price target, following the company’s release of its FY4Q14 financial results. Benjamin wrote, “OncoSec reported a net loss of ($3.5) MM, or ($0.02) per share for the fourth quarter ending on July 31, 2014, in line with our expectations. Going forward, we expect the burn rate to increase to approximately $3.8 MM per quarter as trial enrollment grows and a new combination study evaluating ImmunoPulse with checkpoint inhibitors is potentially initiated. Based on our models and guidance from management, we expect the current cash position to sustain operations for at least the next two years.” The analyst continued, “OncoSec’s ImmunoPulse platform utilizes electroporation to efficiently transfect plasmid DNA encoding the pro-inflammatory cytokine, IL-12, into patients with injectable tumors including melanoma, Merkel cell, and cutaneous T-cell lymphoma. With the approval of Bristol- Myers Squibb’s (BMY; not rated) Opdivo (nivolumab) in Japan and Merck’s (MRK; not rated) Keytruda (MK-3475) in the US, the age of improving response rates of checkpoint inhibitors has begun. With ImmunoPulse, OncoSec aims to change the tumor microenvironment by locally expressing IL-12 in tumors, which could systemically increase the potency of checkpoint modulators. With multiple upcoming presentations, the potential for a partnership, and a strong cash position of $37.9 MM, we believe OncoSec represents an undervalued player with significant upside for the long-term investor.” According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Reni Benjamin has a total average return of -9.5% and a 19.6% success rate. Benjamin has a -24.7% average return when recommending ONCS, and is ranked #3262 out of 3352 analysts. With Maxim and now Wainwright starting to pump and raise price targets one would thing ONCS is getting ready to do an offering. Jeeze, Reni Benjamin's ranking is horrible. |
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Post by happyjawa on Oct 16, 2014 21:27:37 GMT
Seems we have another price rating reiterated. In a research report published today, H.C. Wainwright analyst Reni Benjamin reiterated a Buy rating on OncoSec Medical (OTC:ONCS) with a $2 price target, following the company’s release of its FY4Q14 financial results. Benjamin wrote, “OncoSec reported a net loss of ($3.5) MM, or ($0.02) per share for the fourth quarter ending on July 31, 2014, in line with our expectations. Going forward, we expect the burn rate to increase to approximately $3.8 MM per quarter as trial enrollment grows and a new combination study evaluating ImmunoPulse with checkpoint inhibitors is potentially initiated. Based on our models and guidance from management, we expect the current cash position to sustain operations for at least the next two years.” The analyst continued, “OncoSec’s ImmunoPulse platform utilizes electroporation to efficiently transfect plasmid DNA encoding the pro-inflammatory cytokine, IL-12, into patients with injectable tumors including melanoma, Merkel cell, and cutaneous T-cell lymphoma. With the approval of Bristol- Myers Squibb’s (BMY; not rated) Opdivo (nivolumab) in Japan and Merck’s (MRK; not rated) Keytruda (MK-3475) in the US, the age of improving response rates of checkpoint inhibitors has begun. With ImmunoPulse, OncoSec aims to change the tumor microenvironment by locally expressing IL-12 in tumors, which could systemically increase the potency of checkpoint modulators. With multiple upcoming presentations, the potential for a partnership, and a strong cash position of $37.9 MM, we believe OncoSec represents an undervalued player with significant upside for the long-term investor.” According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Reni Benjamin has a total average return of -9.5% and a 19.6% success rate. Benjamin has a -24.7% average return when recommending ONCS, and is ranked #3262 out of 3352 analysts. With Maxim and now Wainwright starting to pump and raise price targets one would thing ONCS is getting ready to do an offering. Jeeze, Reni Benjamin's ranking is horrible. Yeah, I was hoping you wouldn't mention that. These guys are covering pennies so I doubt we're going to get a lot of high quality analysts giving us price recommendations. I'm slowly growing my account so I can start trading, but geezus, 3 years as a low level speculative investor and my returns are higher than that. I'm living proof that a monkey swigging whiskey and throwing darts at the wall has a better success rate than most professional analysts. |
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Post by happyjawa on Nov 25, 2014 22:53:05 GMT
Doesn't seem worthy of a new post in the main forum, but HC Wainwright reiterated it's buy status today. Looks like ONCS may have raised Reni Benjamin's statistics a little bit.
In a research report sent to investors today, H.C. Wainwright analyst Reni Benjamin maintained a Buy rating on OncoSec Medical (OTCQB:ONCS) with a $2.00 price target, following the news that the company has entered a clinical collaboration with the University of California, San Francisco (UCSF), to evaluate the safety, tolerability and efficacy of the combination of KEYTRUDA®, Merck’s anti-PD-1 therapy, and OncoSec’s ImmunoPulse (intratumoral IL-12) in metastatic melanoma.
Benjamin said, “The “adaptive resistance” hypothesis that OncoSec, Merck and UCSF are testing is founded on exciting preclinical data that OncoSec presented at September’s ESMO meeting. Using tissue samples collected from ongoing melanoma trial patients, a dual-tumor xenograft model was developed in mice. Localized electroporation of IL-12 plasmid in single tumors led to systemic responses in untreated tumors that were accompanied by the infiltration of leukocytes and a transcriptional profile consistent with increased levels of NK, CD8+, CD4+ and Treg cells. In addition, the infiltrate was associated with increased mRNA for PD-1, PD-L1, IFN-gamma, and IFN-gamma inducible genes involved in antigen presentation and processing. Collectively, these data imply that localized IL-12 induction can drive global increases in TIL levels, effectively priming the immune system to mount a response against tumor antigens. However, given the concomitant increase in molecules such as PD-1 and Tregs, we believe that IL-12 induction coupled with a checkpoint inhibitor (releasing the molecular “brakes” of the immune system), may prove to be a truly irresistible combination.”
According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Reni Benjamin has a total average return of -4.7% and a 36.6% success rate. Benjamin has a 12.6% average return when recommending ONCS, and is ranked #3180 out of 3377 analysts.
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Post by JHam on Dec 8, 2014 23:26:21 GMT
For what it's worth, Maxim reiterated their buy rating and $3.00 target price today for ONCS following f1Q15 results: www.smarteranalyst.com/2014/12/08/maxim-reiterates-buy-on-oncosec-medical-following-f1q15-update/Maxim Reiterates Buy On OncoSec Medical Following F1Q15 Update December 8, 2014 5:23 PM EDT by Editor Jason Cohen in Analyst Insights • Healthcare In a research report sent to investors today, Maxim Group analyst Jason Kolbert reiterated a Buy rating on OncoSec Medical (OTC:ONCS) with a $3.00 price target, as the company reported fiscal first-quarter results, posting $4.1M loss and $34M in cash. The company should be funded through the next 12 months, according to the analyst. Kolbert noted, “While OncoSec’s clinical stage is early, the data continue to be impressive. We apply a high-risk discount rate of 30% in our modeling assumptions. Using these metrics, we model the market potential and discount back in our FCF, discounted-EPS, and sum-of-the-parts models to arrive at a $3.00 price target.” According to TipRanks.com, which measures analysts’ and bloggers’ success rate based on how their calls perform, analyst Jason Kolbert has a total average return of 6.2% and a 44.4% success rate. Kolbert has a 6.2% average return when recommending ONCS, and is ranked #551 out of 3398 analysts. |
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Post by happyjawa on Dec 9, 2014 1:24:23 GMT
For what it's worth, Maxim reiterated their buy rating and $3.00 target price today for ONCS following f1Q15 results: Long term we're all right. Short term, I think we overestimated the news of the partnership. Short term traders wanted money from Merck. Things are looking good... just not good for those who wanted to sell this week. I wanted to take some profits :-\ |
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Post by JHam on Dec 9, 2014 1:59:21 GMT
For what it's worth, Maxim reiterated their buy rating and $3.00 target price today for ONCS following f1Q15 results: Long term we're all right. Short term, I think we overestimated the news of the partnership. Short term traders wanted money from Merck. Things are looking good... just not good for those who wanted to sell this week. I wanted to take some profits :-\ I had a nice 42% all locked up and ready to go last week, and then stupidly adjusted my target price. One of these days I'll learn. I think the biggest problem with this news is that it was expected. Everyone knew it was coming so it wasn't much of a surprise to the market. The rallies would have still been short lived due to traders, but the pps probably would have gone a lot higher. Still anxious to hear what they have to say tomorrow on the call. I still think we get a PR in the AM about the new indication. |
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