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$ONCT THREAD Target 28 plus for $1.5 valuation based on recent acquisitions.
1) Roughly $90 plus million cash
2) Recent acquisitions for ROR1 target: Boehringer Ingelheim bought NBE-Therapeutics for $1.5 billion and Merch acquired VelosBio for $2.8 billion.
3) ONCT MC $266M.
1) Roughly $90 plus million cash
2) Recent acquisitions for ROR1 target: Boehringer Ingelheim bought NBE-Therapeutics for $1.5 billion and Merch acquired VelosBio for $2.8 billion.
3) ONCT MC $266M.
$ONCT 2
4) Based on above 2 acquisitions, there's a significant interest for ROR1 asset
5) Wide array of potential combination regimens with checkpoint inhibitors and Ibrutinib.
6) Cirmtuzumab currently in the clinic for 3 diff. indications: CLL, MCL and Her-2 -ve Breast cancer
4) Based on above 2 acquisitions, there's a significant interest for ROR1 asset
5) Wide array of potential combination regimens with checkpoint inhibitors and Ibrutinib.
6) Cirmtuzumab currently in the clinic for 3 diff. indications: CLL, MCL and Her-2 -ve Breast cancer
$ONCT 3
7) Potential ongoing discussions with FDA for accelerated approval based on a registration trial.
8) Safety profile been very encouraging even with the combination trial with Ibrutinib. Infact, cirmtuzumba augments efficacy of ibrutinib without worsening of toxicity
7) Potential ongoing discussions with FDA for accelerated approval based on a registration trial.
8) Safety profile been very encouraging even with the combination trial with Ibrutinib. Infact, cirmtuzumba augments efficacy of ibrutinib without worsening of toxicity
$ONCT 4
9) ROR1 CAR-T program: Initial proof of concept as a single agent followed with combo therapy with checkpoint inhibitors.
10) ROR1 CAR-T expected to reach clinic in 2H 2021 in China.
9) ROR1 CAR-T program: Initial proof of concept as a single agent followed with combo therapy with checkpoint inhibitors.
10) ROR1 CAR-T expected to reach clinic in 2H 2021 in China.
$ONCT 5 CATALYSTS
11) MCL data 1H 21
12) CLL data 1H 21
13) HER-2 -ve Breast Cancer data 1H 2021
14) Ewing Sarcoma data 1H 2021
Overall 1st Half 2021 full of data driven catalysts. Disclaimer: I own a very significant position and believe conservative target of $20 plus.
11) MCL data 1H 21
12) CLL data 1H 21
13) HER-2 -ve Breast Cancer data 1H 2021
14) Ewing Sarcoma data 1H 2021
Overall 1st Half 2021 full of data driven catalysts. Disclaimer: I own a very significant position and believe conservative target of $20 plus.
