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Post by RLC on Jan 16, 2015 0:17:47 GMT
ADXS is on the main "Biotech and Drugs" page (as the highlight story) on the Street.com. CEO says institutional interest is pushing the stock higher: www.thestreet.com/video/13013048/advaxis-ceo-institutional-interest-in-immunotherapy-driving-stock.htmlNot that this wasn't pretty obvious, but I just think it's important to keep in mind that these things can happen very quickly. I feel very good about ONCS, especially having just recently acquired Robert Pierce and soon after entering into a collaborative effort with Merck for a combo study. Dr. Pierce was critical in the development of Keytruda (the therapeutic ImmunoPulse is being tested with) which should lead many to the conclusion that there's a much greater chance for success in this trial. This combo study is clearly the one to keep all eyes on. When it's initiated, the stock will likely move higher... and leading up to initial results of it the stock should move MUCH higher.... |
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Post by RLC on Jan 16, 2015 23:12:10 GMT
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Post by JHam on Jan 20, 2015 23:30:35 GMT
Full disclosure. Over the past 5 trading days I dumped 2/3s of my position at a realized 5% loss, and transferred it over to two other companies I am interested in (ATHX and NRIFF) with big near term catalysts. I like ONCS and will continue to hold a good chunk of shares, but just don't see any of the near term milestones being big pps movers. I'll start to accumulate again as we get further into these new trials and closer to interim data reports, or hear a clear plan from Dhillon on how he intends to get off the OTC and onto a national exchange. Or if it heads down into the mid-$.30s...which at this point could be sooner than later.
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Post by RLC on Jan 21, 2015 0:06:58 GMT
Full disclosure. Over the past 5 trading days I dumped 2/3s of my position at a realized 5% loss, and transferred it over to two other companies I am interested in (ADXS and NRIFF) with big near term catalysts. I like ONCS and will continue to hold a good chunk of shares, but just don't see any of the near term milestones being big pps movers. I'll start to accumulate again as we get further into these new trials and closer to interim data reports, or hear a clear plan from Dhillon on how he intends to get off the OTC and onto a national exchange. Or if it heads down into the mid-$.30s...which at this point could be sooner than later. Ya I'm not feeling so good about the near future. At the same time, it wouldn't surprise me at all to see the PPS go up on absolutely no news (especially considering the link to Merck now being there, as well as the space as a whole being on fire). This is one of the few companies I'm building a long term core position in, however it's likely the most speculative. My bet is on the combo study proving effective/safe enough to Merck that they feel comfortable enough making a large investment, likely a partnership similar to the Inovio deal with Roche (I think you or Jck alluded to this). If this combo really proves to be the "magic potion", it wouldn't surprise me at all to see Merck acquire Oncosec at a large premium just to bring the technology in-house. Part of me is wanting to unload a little, just because I really am thinking the odds favor this hitting $0.35 before it hits $.60.... BUT I also feel very comfortable holding long at my cost-basis ($0.45). |
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Post by JHam on Jan 21, 2015 0:14:33 GMT
Full disclosure. Over the past 5 trading days I dumped 2/3s of my position at a realized 5% loss, and transferred it over to two other companies I am interested in (ADXS and NRIFF) with big near term catalysts. I like ONCS and will continue to hold a good chunk of shares, but just don't see any of the near term milestones being big pps movers. I'll start to accumulate again as we get further into these new trials and closer to interim data reports, or hear a clear plan from Dhillon on how he intends to get off the OTC and onto a national exchange. Or if it heads down into the mid-$.30s...which at this point could be sooner than later. Ya I'm not feeling so good about the near future. At the same time, it wouldn't surprise me at all to see the PPS go up on absolutely no news (especially considering the link to Merck now being there, as well as the space as a whole being on fire). This is one of the few companies I'm building a long term core position in, however it's likely the most speculative. My bet is on the combo study proving effective/safe enough to Merck that they feel comfortable enough making a large investment, likely a partnership similar to the Inovio deal with Roche (I think you or Jck alluded to this). If this combo really proves to be the "magic potion", it wouldn't surprise me at all to see Merck acquire Oncosec at a large premium just to bring the technology in-house. Part of me is wanting to unload a little, just because I really am thinking the odds favor this hitting $0.35 before it hits $.60.... BUT I also feel very comfortable holding long at my cost-basis ($0.45). I think ONCS is onto something and will show very positive results from P2b. I just think we are a bit away from that time and in the interest in preserving capital and taking advantage of some other companies with what I believe will be pps moving near-term catalysts, I wanted to reduce my position for now. I'll be back soon though and still have plenty of shares. |
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Post by Jimmywho on Jan 21, 2015 0:28:46 GMT
Full disclosure. Over the past 5 trading days I dumped 2/3s of my position at a realized 5% loss, and transferred it over to two other companies I am interested in (ADXS and NRIFF) with big near term catalysts. I like ONCS and will continue to hold a good chunk JHam thanks for being so upfront and honest, it's really refreshing. Im going to continue hold and add at these prices. |
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Post by JHam on Jan 21, 2015 0:35:32 GMT
Full disclosure. Over the past 5 trading days I dumped 2/3s of my position at a realized 5% loss, and transferred it over to two other companies I am interested in (ADXS and NRIFF) with big near term catalysts. I like ONCS and will continue to hold a good chunk JHam thanks for being so upfront and honest, it's really refreshing. Im going to continue hold and add at these prices. Oops, I meant to say ATHX, not ADXS, referring to one of the two companies I transferred cash into in the quote above. I am am continuing to hold as well, just not as many shares as I was holding. |
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Post by RLC on Jan 22, 2015 2:04:40 GMT
Nivolumab (Bristol-Myers anti PD-1 therapy) had a study posted in the NEJM today that seems to indicate a very good response rate in patients with Relapsed or Refractory Hodgkin's Lymphoma (an objective response was reported in 20 of 23 patients, an 87% response rate). It surprised me to see this type of response rate without a companion therapy based on what I've read about these therapies. I have no idea if this is because it's a relapsed form of the disease or if maybe PD-1 blockades just respond to this disease model much better than others. Thoughts? |
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Post by RLC on Jan 22, 2015 14:05:06 GMT
JHam: curious if Bullard has any money at work in the anti PD-1 space. I feel like anyone investing in speculative biotechs would want some money in these companies...
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Post by JHam on Jan 23, 2015 5:04:26 GMT
JHam: curious if Bullard has any money at work in the anti PD-1 space. I feel like anyone investing in speculative biotechs would want some money in these companies... I don't know if he has any money in the anti-PD-1 space, but I do know his feelings about ONCS and lets just say he is not as enthusiastic as I am  |
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Post by RLC on Jan 23, 2015 14:11:32 GMT
JHam: curious if Bullard has any money at work in the anti PD-1 space. I feel like anyone investing in speculative biotechs would want some money in these companies... I don't know if he has any money in the anti-PD-1 space, but I do know his feelings about ONCS and lets just say he is not as enthusiastic as I am Thanks for sharing. Not that it would have swayed me one way or the other, but some confirmation of belief from a respectable source would have been nice! |
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Post by JHam on Jan 23, 2015 18:12:17 GMT
I don't know if he has any money in the anti-PD-1 space, but I do know his feelings about ONCS and lets just say he is not as enthusiastic as I am Thanks for sharing. Not that it would have swayed me one way or the other, but some confirmation of belief from a respectable source would have been nice! I think he just feels that at this point it is like throwing darts at a board and hoping to hit a bullseye. That, plus I don't think he is a big fan of management and how they pumped Neopulse P4 results way back when, only to put it on the back burner. I actually don't necessarily disagree with that assessment either. The difference is that I am usually more long term thinking with stocks in general than Bullard. At least I have often felt that way. And just to illustrate that point, I was long on BCLI for a very long time (maybe even 2 years) and during that time Bullard expressed to me how he felt that it was going to get diluted to hell and back (which it did) and that he was not a big fan of Lebovits (who often put anti-dilution clauses in his SPAs). I held through all of that for the most part while he didn't touch it. However, on the other side of that he started to see good things happening and became bullish on BCLI. Not saying that will happen with ONCS, but was just trying to show that our strategies usually are different in terms timing and that what he may not like right now, he may like a little bit further down the road. Since the beginning I have thought of ONCS as a long term hold and felt that they will eventually prove that combining Immunopulse with an anti-pd-1 is more than just throwing darts at a wall. Time will tell. |
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Post by Jimmywho on Feb 3, 2015 13:34:37 GMT
OncoSec Medical to Present at Two Events in February Business Wire OncoSec Medical Inc. 2 hours ago OncoSec Medical Inc. (OTCQB: ONCS), a company developing DNA-based intratumoral cancer immunotherapies, announced today that it will present at two high-profile scientific and investment conferences in February. BIO CEO & Investor Conference Punit Dhillon, President and CEO, will present a corporate overview at the 17th Annual BIO CEO & Investor Conference, on February 9-10, 2015 in New York City, NY. The presentation is scheduled to begin at 9:30 AM ET on Monday, February 9 in the Duke of Windsor room. finance.yahoo.com/news/oncosec-medical-present-two-events-110300029.html |
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Post by JHam on Feb 3, 2015 15:38:54 GMT
Man, ONCS is just getting crushed. At an $86M market cap shares are at bargain basement prices. Tough not to start adding again at this point, but it doesn't seem like the end is in sight for this current down spin.
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Post by happyjawa on Feb 3, 2015 19:04:05 GMT
Man, ONCS is just getting crushed. At an $86M market cap shares are at bargain basement prices. Tough not to start adding again at this point, but it doesn't seem like the end is in sight for this current down spin. Well, we're green now. Don't know why that makes me feel better, but it's nice to to have a little bit of positive price action. |
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Post by RLC on Feb 3, 2015 19:25:02 GMT
Man, ONCS is just getting crushed. At an $86M market cap shares are at bargain basement prices. Tough not to start adding again at this point, but it doesn't seem like the end is in sight for this current down spin. Well, we're green now. Don't know why that makes me feel better, but it's nice to to have a little bit of positive price action. Wow... wasn't expecting a 10% swing up like that. Definitely good to see for longs! Hopefully we can pull away from this 52-week low sooner than later. I was honestly expecting this to dip in the $.20s and am still sort of expecting to see this, barring any unforeseen miracle (institutional investment, Merck agreeing to FULLY partner, etc.). |
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Post by RLC on Feb 3, 2015 23:48:35 GMT
Finished the day very strong... Up 12% on great volume. Not gonna hold my breath that these recent gains stick but still great too see.
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Post by JHam on Feb 4, 2015 1:16:28 GMT
Finished the day very strong... Up 12% on great volume. Not gonna hold my breath that these recent gains stick but still great too see. Yeah definitely great to see. Unfortunately my order to buy back half of my original position at $.34 didn't fill. Big volume, but maybe that was just due to people like me who couldn't resist these bargain basement prices. Still expecting it to continue hovering in the $.30s until some big news comes out. |
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Post by happyjawa on Feb 4, 2015 1:43:56 GMT
Finished the day very strong... Up 12% on great volume. Not gonna hold my breath that these recent gains stick but still great too see. Yeah definitely great to see. Unfortunately my order to buy back half of my original position at $.34 didn't fill. Big volume, but maybe that was just due to people like me who couldn't resist these bargain basement prices. Still expecting it to continue hovering in the $.30s until some big news comes out. Then there are those of us preparing to sell. Going to be hard for this to run :/ |
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Post by RLC on Feb 4, 2015 15:09:54 GMT
Ya I just unloaded a little more of my position here at $.405 thinking that we'll shortly be back in the $.30s. But if it wants to continue this run up, I'm not going to be disappointed.
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