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Post by JHam on Mar 25, 2015 1:17:30 GMT
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Post by JHam on Mar 30, 2015 10:17:36 GMT
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Post by JHam on Mar 30, 2015 13:07:24 GMT
Remember ipilimumab (Yervoy) was already tested in combination with Tvec. That brought the ORR from 26% to 56%. This study's response rate wasn't as high as Tvec's. However, it is another a combination therapy proving to be safe and increase the ORR. This is good news for ONCS because CTLA-4s like Yervoy have shown to come with very strong side effects, compared to virtually none with a PD-1. (That is why Amgen switched to a PD-1 checkpoint inhibitor for their new combo trial started last year...also because they believe they can they can get a much better ORR with going the PD-1 route). Still, this news from LBIO is another example of a combination therapy increasing the ORR and being safe.
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Post by JHam on Mar 30, 2015 13:24:31 GMT
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Post by JHam on Mar 30, 2015 15:05:46 GMT
Remember ipilimumab (Yervoy) was already tested in combination with Tvec. That brought the ORR from 26% to 56%. This study's response rate wasn't as high as Tvec's. However, it is another a combination therapy proving to be safe and increase the ORR. This is good news for ONCS because CTLA-4s like Yervoy have shown to come with very strong side effects, compared to virtually none with a PD-1. (That is why Amgen switched to a PD-1 checkpoint inhibitor for their new combo trial started last year...also because they believe they can they can get a much better ORR with going the PD-1 route). Still, this news from LBIO is another example of a combination therapy increasing the ORR and being safe. Along these same lines, I think what may be the next big event for ONCS and the whole immunotherapy sector is when Amgen and Merck release interim data from their Tvec/Keytruda combo trial. They enrolled the first patient in early December, so maybe they will have something for us later in the year...? www.amgen.com/media/media_pr_detail.jsp?releaseID=1995881
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Post by happyjawa on Mar 30, 2015 17:58:20 GMT
Good news for ONCS. The more drugs that can combine safely and efficaciously with checkpoint inhibitors (this one being CTLA-4 checkpoint inhibitor), the better. Now hurry up and start the fricking trial ONCS!: Too many heads, indeed. Punit needs to start banging some heads and getting these trials moving. I want to start hearing about the results ONCS is getting, not other companies! :-)
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Post by JHam on Mar 31, 2015 12:44:49 GMT
Good news for ONCS. The more drugs that can combine safely and efficaciously with checkpoint inhibitors (this one being CTLA-4 checkpoint inhibitor), the better. Now hurry up and start the fricking trial ONCS!: Too many heads, indeed. Punit needs to start banging some heads and getting these trials moving. I want to start hearing about the results ONCS is getting, not other companies! :-) happyjawa, You won't like this...BUT: Merck and Syndax "Collaborate" in Keytruda Combo Trial Just announced. Financial details not disclosed, but quotes from both Synsax and Merck, plus potential for the collaboration to continue into P3. This is what a real collaboration agreement looks like and provides more evidence that the relationship between Merck and ONCS is nothing more than "support". That is not a slam against ONCS. It is just reality. They need to show some evidence that IL-12 via electroporation works before Merck raises them on their importance list.
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Post by jckrdu on Apr 14, 2015 15:58:53 GMT
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Post by JHam on Apr 14, 2015 16:02:44 GMT
Yeah no one cares about this stock until they initiate these P2 trials, especially the combo trial. Not sure what the hold up is, but they need to get this stuff up and running.
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Post by happyjawa on Apr 16, 2015 6:44:08 GMT
Yeah no one cares about this stock until they initiate these P2 trials, especially the combo trial. Not sure what the hold up is, but they need to get this stuff up and running. Even if they got the trials running at this point, I wonder how much reaction the market would show. As if we're all going to wake up one day and remember, "Oh yeah! The science!"
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Post by JHam on Apr 17, 2015 13:37:32 GMT
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Post by JHam on Apr 21, 2015 13:53:55 GMT
Wow. ONCS below $.30 for the first time since I have been following it.
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Post by lcd on Apr 21, 2015 14:08:26 GMT
Because I am terrible at completely cutting my loses, I still own some shares of ONCS and yesterday in the mail I received a very professional looking one-pager foldout shareholder newsletter. Of course, it didn't say anything of importance but it sure looks nice.
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Post by sethd023 on Apr 21, 2015 14:08:26 GMT
Wow. ONCS below $.30 for the first time since I have been following it. Yeah, I had been feeling pretty smart for buying in around $.30 and $.31 over the past couple of days! Anyone using this as a buying opportunity?
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Post by JHam on Apr 21, 2015 14:43:42 GMT
The bottom has officially collapsed. That is what happens when management pretends that previously guided timelines are still on target despite the fact that they are almost tardy. My position is very small and I may add some more at these levels just from a value standpoint. Now that $.30 has broken, I am not sure where it is going to settle. In no rush to add at the moment.
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Post by dayanand33 on Apr 21, 2015 15:02:10 GMT
Opened a position for the first time at $0.285 . Since .30 was broken for the first time, I am hoping it retraces back shortly in the low.30s . If that happens I 'll sell. If it dips 20% from here, I may buy more. I think cult stocks are a safer bet for buying into the dips.
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Post by happyjawa on Apr 22, 2015 5:29:05 GMT
Opened a position for the first time at $0.285 . Since .30 was broken for the first time, I am hoping it retraces back shortly in the low.30s . If that happens I 'll sell. If it dips 20% from here, I may buy more. I think cult stocks are a safer bet for buying into the dips. Good luck man. Hope you make an easy profit on this one.
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Post by JHam on Apr 22, 2015 7:28:21 GMT
Opened a position for the first time at $0.285 . Since .30 was broken for the first time, I am hoping it retraces back shortly in the low.30s . If that happens I 'll sell. If it dips 20% from here, I may buy more. I think cult stocks are a safer bet for buying into the dips. I agree. You don't always have to invest a stock with promise, you just have to be able to gauge what the cult will do.
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Post by JHam on Apr 22, 2015 7:31:05 GMT
Opened a position for the first time at $0.285 . Since .30 was broken for the first time, I am hoping it retraces back shortly in the low.30s . If that happens I 'll sell. If it dips 20% from here, I may buy more. I think cult stocks are a safer bet for buying into the dips. Good luck man. Hope you make an easy profit on this one. This is what happens to a stock when timelines are missed. I am still a bit baffled that here we are about the enter May without starting any of the 3 trials/studies that were guided by the company to start in 1Q, and yet PD says everything is on time. No doubt there will be a nice short term kick in the PPS once they finally initiate these trials. Could be an easy quick flip, but I feel fairly confident that that news alone won't keep the PPS sustained higher. If it continues to drift down, I may start adding more.
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Post by dayanand33 on Apr 22, 2015 17:00:35 GMT
Another 10% drop today. Volume is slightly above avg daily volume. So it isn't panic selling.
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