2021 Biotech Stock Picking Charity Contest Message Board

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Biotech / Medical : 2021 Biotech Stock Picking Charity Contest

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Lance Bredvold

technetium

To: Aloner who wrote (241)	11/1/2021 6:51:49 PM
From: ErikOtto	2 Recommendations of 307

ONCT have some promising data in MCL and CLL but there is so much competition in those indications and combo with ibrutinib muddies the waters in terms of how much their drug is contributing. The breast cancer data is not clear enough to discern a good signal and there is also a ton of competition there. Makes for a difficult story because it's really hard to determine the actual clinical efficacy profile of the drug and I don't know if updated data going forward is going to change that. The main issue with the stock is that it's not clear if their antibody approach for Ror-1 is better than the ADC approach that they licensed out. Honestly, it probably isn't, which is why market is discounting them significantly from other ROR-1 plays that have been bought out. Other than another ROR-1 acquisition, I just don't know what moves them unless they can dismantle this bear thesis. Just my two cents. Haven't looked at them in a while and could be way off.

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