OSL 15.4% 1.5¢ oncosil medical ltd

OSL Top Pick for FY21, page-16

  1. 509 Posts.
    lightbulb Created with Sketch. 237
    I didn’t think we needed to imagine, I’m pretty sure I’ve seen somewhere a proposed fda RCT of 300 patients, Oncosil plus standard of care chemo against standard of care chemo by itself. Is that now off the table? Or Are you implying that’s been revised and is smaller? A decent slug of the capital raise was supposed to be allocated to US trial so market needs to see that, the company has had a number of years to consider the design.
    Your idea of an RCT of OSL device versus RT (most likely SABR, both arms also get standard chemo I imagine ) would be risky and possibly larger and costlier than the other RCT, and I don’t see OSL going down that path. Screw it up and end up with OSL device inferior to RT (which could happen) you’ve just blown up the product.
 
watchlist Created with Sketch. Add OSL (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.