May. 17 at 12:15 AM
$BCTX I have to think the market reaction to the multiple PRs this week is due to the history of BriaCell initiating offerings after multiple news releases. I wouldn't say that's completely off the table, but believe they have enough cash on hand to avoid another raise for a while yet. Maybe by Q1 2027 they come back to the well.
The expansion to ovarian cancer seems timely to me. They have the OTS+ breast cancer therapy approved to begin trials and the prostate therapy done with manufacturing and ready for the same approval process. They've already gone through the cell-line selection and early development of the melanoma and NSCLC therapies, and I suspect those will finally start to move along, with the lessons learned speeding it up. The thesis has always been that they could transfer the technology, science and efficacy to other cell lines, which is why their patents include ANY other cancer cell engineered to express GM-CSF with specific HLA-types. Ovarian cancer is a solid choice.
