|
|
Post by JHam on Nov 20, 2014 12:40:10 GMT
|
|
|
|
Post by jckrdu on Nov 20, 2014 12:49:35 GMT
Started a position here yesterday. Looks like a good number of catalysts coming by end of year. I'm particularly interested in the results to be announced in early December. FYI - Did you see that Roche discontinued their collaboration with Inovio on prostate cancer the other day? Link below... they'll continue collaborating on Hepatitis B. Just something else to be aware of in the cancer immunotherapy space. finance.yahoo.com/news/inovio-pharmaceuticals-independently-develop-prostate-080000155.html |
|
|
|
Post by JHam on Nov 20, 2014 13:09:26 GMT
Started a position here yesterday. Looks like a good number of catalysts coming by end of year. I'm particularly interested in the results to be announced in early December. FYI - Did you see that Roche discontinued their collaboration with Inovio on prostate cancer the other day? Link below... they'll continue collaborating on Hepatitis B. Just something else to be aware of in the cancer immunotherapy space. finance.yahoo.com/news/inovio-pharmaceuticals-independently-develop-prostate-080000155.htmlI did see that actually. It is pretty big news and hopefully some of those disappointed INO investors come over to ONCS  ONCS has been on a pretty good run lately in anticipation of the upcoming milestones, but I still think there is some room to grow. Hopefully it works out for all of us. I am about to give a listen to the Stifel presentation from yesterday, but based on the reaction at yahoo it seems like it was a good presentation. |
|
|
|
Post by jckrdu on Nov 20, 2014 14:25:08 GMT
Started a position here yesterday. Looks like a good number of catalysts coming by end of year. I'm particularly interested in the results to be announced in early December. FYI - Did you see that Roche discontinued their collaboration with Inovio on prostate cancer the other day? Link below... they'll continue collaborating on Hepatitis B. Just something else to be aware of in the cancer immunotherapy space. finance.yahoo.com/news/inovio-pharmaceuticals-independently-develop-prostate-080000155.htmlI did see that actually. It is pretty big news and hopefully some of those disappointed INO investors come over to ONCS ONCS has been on a pretty good run lately in anticipation of the upcoming milestones, but I still think there is some room to grow. Hopefully it works out for all of us. I am about to give a listen to the Stifel presentation from yesterday, but based on the reaction at yahoo it seems like it was a good presentation. Just listened to the presentation. IMO, there's a lot to like here. Two major milestones by end of 2014 are the final results of their Phase 2 melanoma trial, and the initiation of the combination trial using their therapy in combination with an anti PD1. So, question is... whose anti PD1 construct are they going to use to conduct the combination therapy? Sure sounds like some sort of collaboration is going to be announced before the end of 2014 on this combo trial. ADXS just inked some PD1 combination collaborations with Merck and Astrazeneca. Maybe ONCS does something similar. In ADXS' case they didn't get any up front cash... as both parties just agreed to test their cancer therapies in combination, with the understanding that licensing deals would be negotiated after results are out. |
|
|
|
Post by JHam on Nov 20, 2014 16:16:15 GMT
I did see that actually. It is pretty big news and hopefully some of those disappointed INO investors come over to ONCS ONCS has been on a pretty good run lately in anticipation of the upcoming milestones, but I still think there is some room to grow. Hopefully it works out for all of us. I am about to give a listen to the Stifel presentation from yesterday, but based on the reaction at yahoo it seems like it was a good presentation. Just listened to the presentation. IMO, there's a lot to like here. Two major milestones by end of 2014 are the final results of their Phase 2 melanoma trial, and the initiation of the combination trial using their therapy in combination with an anti PD1. So, question is... whose anti PD1 construct are they going to use to conduct the combination therapy? Sure sounds like some sort of collaboration is going to be announced before the end of 2014 on this combo trial. ADXS just inked some PD1 combination collaborations with Merck and Astrazeneca. Maybe ONCS does something similar. In ADXS' case they didn't get any up front cash... as both parties just agreed to test their cancer therapies in combination, with the understanding that licensing deals would be negotiated after results are out. Jckrdu, I hope you don't mind me moving the conversation to the Stifel thread. |
|
