What a surpris! The newsletter was published 6 hours ago, and we haven’t seen any posters complaining about lack of communication since then. They’ll probably fire up again tomorrow.
But on a more important note, LC seemed to be pushing 2 key points which really jumped out. The one,two punch of combination therapies. She highlighted that Oncarlytics will open up the $500Bn Solid Tumor market. Using all latest cancer therapies being developed. Oncarlytics is going to be en enabler for all the others.
Thats very interesting as she said, they’ve had a busy year presenting at conferences and meeting with Scientists, Doctors and Investors. So her knowledge of the cancer therapy landscape is second to none. And now she is openly broadcasting where Oncarlytics will fit in this puzzle. Just to repeat this important message, LC sees Oncarlytics opening up access to the $500Bn solid tumor market in combination with many new therapies.
Also very important for us, is the mention of presenting to investors. Every time she makes an appearance lately she talks up US investors. Add this to PH’s closing remarks about deals. It sure seems like they are both very confident of strong progress on the back of good results. The question is once they release more Vaxinia results and Oncarlytics results will we see a strong run of deals with other Biotechs. I suspect that’s what’s happening in the background, Mobil Shah just might be earing his paycheck. Finding and negotiating partnerships with any number of companies. It’s no point dealing with just one player when we can sign up everybody that wants a crack at the solid tumor market.
Azer-cel news might also bring some excitement, not just trial results, but the results from pre-clinical work with Oncarlytics.
My guess is LC was trying to get the message across just how well the company is progressing. And how well received IMUGENE’s technology has been at many different forums in the US.
For those who measure company progress vis the share price, it might all be a bit ho hum. For those of us who value the assets being developed here, this newsletter spells out clearly just how good our prospects are.
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