Ann: OncoSil Investor Update, page-12

They do think this year, however I think they will lack real scale until after the trials. It was said the next trials should be quicker given access to a broader array of clinics which will shorten recruitment.

There were a few things that were pointed to that might provide upside, e.g. trial design (shorter and targetting multiple jurisdictions), public funding of parts of the trial, UK sales (as TT said some in public hospitals with carve out budgets for this type of thing) and there is some speculation that they might be able to re-cut old data into a fresh paper that may be sufficient for some public payers.

However, these were mostly posed as possibilities not necessarily a hard goal. I think this is a time for a reset, I think the time frame on full break even commercialisation is still a while off, so any remaining impatient or fed up holders will likely leave soon and from their the market will focus on how cheap this stock is compared to the market it can address with a largely proven therapy. From there the company can start ticking off milestones again with corresponding price uplifts, still plenty of cash left for now...

As I write this, just having some sales may start lifting the share price, as it shows appetite for the treatment, even if only by a small market of self payers. Compared to other bio-techs at a similar stage, I think a proven treatment and evidence of demand is sufficient - plenty of companies >$500m that thrive on a 3 year forecast losses but with large markets and good demand/growth prospects. We will see tomorrow what the market thinks I guess.

All IMO, please DYOR and GLTAH.