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Oncolytics Biotech (ONCY) - 2024 Q1 - Earnings Call Transcript
2024-05-10 08:48
财务数据和关键指标变化 - 公司2024年第一季度现金及现金等价物为2960万加元,较2023年12月31日的3490万加元减少[48] - 2024年第一季度净亏损690万加元,较2023年同期的640万加元增加[50] - 2024年第一季度一般及行政费用为300万加元,较2023年同期的320万加元减少[51] - 2024年第一季度研发费用为570万加元,较2023年同期的350万加元增加,主要由于完成CGMP生产批次及相关检测的制造费用增加[52] 各条业务线数据和关键指标变化 - 公司正在推进pelareorep在乳腺癌和胰腺癌两大适应症的注册临床试验[12][29][30][31][32][33][34][35][45] - 公司正在扩大GOBLET研究中肛门癌队列的入组,以确认之前观察到的疗效信号,为加速注册提供依据[40][41] - 公司新增GOBLET研究中一个胰腺癌队列,评估pelareorep联合改良FOLFIRINOX化疗,加或不加atezolizumab[42][43][44] 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向及行业竞争 - 公司正在向后期肿瘤公司转型,推进pelareorep在乳腺癌和胰腺癌的注册临床试验[12][20][27][55][57] - pelareorep作为一种差异化的免疫治疗药物,在多项临床试验中显示出与化疗、免疫检查点抑制剂等联合使用的协同疗效[16][17][18][19] - 公司正在与临床合作者和潜在战略合作伙伴保持积极沟通,以丰富注册试验方案[26][57] 管理层对经营环境和未来前景的评论 - 公司对pelareorep作为一种有潜力的肿瘤免疫治疗药物表示乐观[12][16][17][18][19][55][57] - 公司认为pelareorep在乳腺癌和胰腺癌两大适应症取得注册批准是关键目标[12][27][55] - 公司认为GOBLET研究中肛门癌队列的扩充可能为pelareorep开辟新的注册适应症[21][40][41] 问答环节重要的提问和回答 问题1 **John Newman 提问** 询问公司在转移性乳腺癌适应症的注册临床试验设计[60] **Thomas Heineman 回答** 公司计划与FDA讨论最合适的注册试验设计,包括目标人群、主要终点等关键要素,以期设计出高效灵活、时间线短且有望直接获批的试验[62][63] 问题2 **Unidentified Analyst 提问** 询问公司在胰腺癌适应症两个临床试验的关系和注册策略[65] **Matthew Coffey 回答** 公司计划同时评估pelareorep联合两种常用化疗方案(gem/nab-paclitaxel和mFOLFIRINOX)在一线胰腺癌患者中的疗效,以覆盖尽可能广泛的患者群体[67][68][69][70][71] 问题3 **Unidentified Analyst 提问** 询问公司即将在ASCO会议上展示的mFOLFIRINOX联合试验数据[76] **Matthew Coffey 回答** 公司在ASCO会议上将展示一个试验进展的海报,介绍该项正在招募患者的临床试验的设计,但不会有任何数据结果[77]
Oncolytics Biotech (ONCY) - 2024 Q2 - Quarterly Report
2024-05-10 04:37
Condensed Interim Consolidated Financial Statements (unaudited) Oncolytics Biotech Inc. For the three months ended March 31, 2024 ® | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------|-------|------------------|-------|---------------------| | As at \nAssets | | March 31, 2024 | | December 31, 2023 | | Current assets | | | | | | Cash and cash equivalents (note 4) | $ | 29,603 | $ | 34,912 ...
Fight Against Pancreatic Cancer Ramps Up as Market Size Revenues Expected to Exceed $36 Billion by 2036
Prnewswire· 2024-05-10 00:15
FN Media Group News Commentary PALM BEACH, Fla., May 9, 2024 /PRNewswire/ -- The incidence of pancreatic cancer is increasing globally, which is driving the growth of the market. As of 2023, the American Cancer Society predicts that 64,050 Americans will be diagnosed with pancreatic cancer. It is estimated that 50,550 people will die from pancreatic cancer (26,620 men and 23,930 women). Pancreatic cancer is an aggressive form of cancer, and it is often not detected until it is in an advanced stage. Addition ...
Biotech Innovations Surge as Global Cancer Diagnosis Rates Continue to Climb
Prnewswire· 2024-05-09 22:26
USA News Group Commentary Issued on behalf of Oncolytics Biotech Inc. VANCOUVER, BC, May 9, 2024 /PRNewswire/ -- USA News Group – In the fight against cancer, a political stumbling block was recently put in place by the US Congress after it voted against the renewal of funding for President Biden's "Cancer Moon Shot" designed to advance cancer research towards a cure. The need for solutions is mounting, as health authorities, on behalf of the United Nations, are predicting global cancer cases to rise around ...
Oncolytics Biotech® Receives Regulatory Clearance to Evaluate Pelareorep in Combination with Modified FOLFIRINOX +/- an anti-PD-L1 Inhibitor in Pancreatic Cancer
Prnewswire· 2024-05-09 19:00
US$5 million PanCAN grant provides important support for the fifth cohort of the GOBLET study Study of modified FOLFIRINOX/pelareorep/atezolizumab (Tecentriq®) combination expands existing pancreatic cancer program First patient expected to be enrolled in Q2 2024 SAN DIEGO and CALGARY, AB, May 9, 2024 /PRNewswire/ -- Oncolytics Biotech® Inc. (NASDAQ: ONCY) (TSX: ONC), a leading clinical-stage company specializing in immunotherapy for oncology, will commence enrollment into a new GOBLET study pancreatic canc ...
Top Five Cancer Types Dominate New US Cases as Biotech Sector Eyes $314B Market by 2032
Prnewswire· 2024-05-04 00:15
USA News Group Commentary Issued on behalf of Oncolytics Biotech Inc. VANCOUVER, BC, May 3, 2024 /PRNewswire/ -- According to a "highly troubling" new study, the rising number of cancer cases in young people is being attributed to "accelerated aging." Further alarm is being spread by the United Nations, whose health authorities are predicting global cancer cases to rise around 77% by 2050, with richer countries expected to have the greatest absolute increase in cancer, with an additional 4.8 million new cas ...
As Early-Onset Breast Cancer Cases Soar in North America and EU, Biotech Ramps Up Response
Prnewswire· 2024-04-30 22:30
USA News Group Commentary VANCOUVER, BC, April 30, 2024 /PRNewswire/ -- USA News Group – An alarming rise in early-onset cancers has medical experts very concerned, as cancer cases in younger people are rising sharply. In particular, a surge in cases of breast cancer is being witnessed in Canada, the USA, and the EU, with extra concern to patients thought to be in remission contracting breast cancer a second time, according to a new study from the University of Cambridge. However, there's still optimism tow ...
Oncolytics Biotech® to Host Conference Call to Discuss First Quarter Financial Results and Recent Operational Highlights
Prnewswire· 2024-04-30 19:00
Conference call and webcast to take place on Thursday, May 9, 2024, at 4:30 p.m. ET SAN DIEGO and CALGARY, AB, April 30, 2024 /PRNewswire/ -- Oncolytics Biotech® Inc. (NASDAQ: ONCY) (TSX: ONC), a leading clinical-stage company specializing in immunotherapy for oncology, today announced that it will host a conference call and webcast on Thursday, May 9, 2024, at 4:30 p.m. ET to discuss a corporate update and financial results for the first quarter 2024. Conference Call & Webcast Date: Thursday, May 9, 2024 T ...
Oncolytics Biotech (ONCY) - 2023 Q4 - Annual Report
2024-03-13 04:10
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F o REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ OR o SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...
Oncolytics Biotech (ONCY) - 2023 Q4 - Earnings Call Transcript
2024-03-09 14:09
财务数据和关键指标变化 - 公司2023年第四季度和全年的现金及现金等价物为3490万加元,较2022年12月31日的3200万加元有所增加 [59] - 2023年第四季度净亏损390万加元,较2022年同期860万加元有所下降 [60] - 2023年全年净亏损2780万加元,较2022年的2480万加元有所增加 [60] - 2023年第四季度和全年的一般及行政费用分别为420万加元和1610万加元,较2022年同期有所增加,主要由于投资者关系活动增加 [61] - 2023年第四季度和全年的研发费用分别为470万加元和1770万加元,较2022年同期有所增加,主要由于生产规模扩大和单次使用设备的实施 [62] 各条业务线数据和关键指标变化 - 公司正在开展的关键临床项目包括BRACELET-1乳腺癌研究、GOBLET胰腺癌和肛门癌研究等 [17][22][25] - BRACELET-1研究显示,pelareorep联合紫杉醇组与紫杉醇单药组相比,无进展生存期提高50%-100% [103] - GOBLET研究中,胰腺癌和肛门癌的初步结果显示,pelareorep联合治疗的客观缓解率明显高于既往报道的checkpoint抑制剂单药 [17][40] 各个市场数据和关键指标变化 - 公司正在积极与美国胰腺癌行动网络(PanCAN)等机构合作,获得了500万美元的资助,用于开展新的胰腺癌临床研究 [39] - 公司计划在2024年扩大肛门癌研究队列,预计再增加18名可评估患者,以进一步验证pelareorep联合checkpoint抑制剂的疗效 [40][84] 公司战略和发展方向及行业竞争 - 公司将在2024年启动pelareorep在乳腺癌和胰腺癌的注册性研究 [21][23] - 公司正在与临床合作伙伴和潜在战略合作伙伴进行深入交流,为pelareorep的注册之路做好准备 [19][20] - 公司董事会新增了具有丰富注册试验和业务开发经验的Pat Andrews,进一步增强了公司的战略能力 [20] - 公司正在优化生产工艺,扩大产能,为pelareorep的注册做好准备 [45][50] 管理层对经营环境和未来前景的评论 - 公司对pelareorep在乳腺癌和胰腺癌适应症上的注册之路充满信心,预计2024年将取得重要进展 [26][27][28] - 公司认为pelareorep有望成为一种创新的免疫治疗手段,在多种适应症上展现出积极的临床疗效 [31][32][41] - 公司对pelareorep在肛门癌适应症上的前景感到乐观,认为可能为公司带来新的注册机会 [40] - 公司有充足的现金储备,可支持pelareorep的关键临床里程碑 [59] 问答环节重要的提问和回答 问题1 **Soumit Roy 提问** 对于计划开展的乳腺癌注册研究,是否会有患者特征方面的变化,如激素受体状态或合并用药等,与既往BRACELET研究有何不同 [74] **Tom Heineman 回答** 新的乳腺癌注册研究患者群与BRACELET研究相似,主要为既经历过内分泌治疗失败的HR+/HER2-转移性乳腺癌患者。由于近期出现了新的抗体偶联药物,可能会有一些细微差异,但总体人群特征将保持一致 [75] 问题2 **John Newman 提问** 能否详细介绍一下计划开展的胰腺癌注册研究的设计,包括可能选择的主要终点指标 [79] **Matt Coffey 回答** 胰腺癌注册研究将采用FDA认可的自适应设计,主要终点指标将是总生存期,这是该适应症最有意义的终点。自适应设计可以让我们更快地获得批准,并在中期进行评估,确保研究方向正确 [80][81] 问题3 **Carvey Leung 提问** 对于BRACELET-1研究的总生存期数据,结合之前的无进展生存期数据,您如何看待其对治疗格局的潜在影响 [92] **Tom Heineman 回答** BRACELET-1研究的无进展生存期数据显示,pelareorep联合组较对照组提高50%-100%,我们对总生存期数据也持乐观态度,预计将与此前的无进展生存期结果相符。但我们需要等待最终数据分析后才能做出更具体的判断 [100][103]