The $17 Billion Deal Behind ONCY and their Pelareorep that No One’s Talking About - (YET)

 

 

Stock Talk 

Today, lets headline "Spec stock" to watch :

 Oncolytics Biotech (ONCY)

It may be about time something came out of the closet.

A $17 Billion Move… and ONCY Is in the Middle of It

If you’ve followed this site, you know we occasionally circle back to ONCY. It’s been a long road of trials with their lead cancer therapy, Pelareorep — a viral immune booster designed to activate the patient’s own T-cells to fight tumors.

The results have been promising — especially in breast cancer and aggressive pancreatic cancer. The latest pancreatic trial has been approved to expand in Germany, and past responders have lived more than twice as long as patients on standard of care — with better quality of life.

ONCY is at an inflection point.
At this stage, a partnership or acquisition seems like the natural path forward.

Now here’s the breadcrumb most have missed:

The lab that manufactures Pelareorep is part of SAFC Pharma — a company owned by Merck KGaA of Darmstadt, Germany.

And Merck KGaA?
They paid $17 billion to acquire the parent company that owns that lab.

That’s not rumor. That’s fact.

And the pancreatic trial?
It’s being conducted across Germany — Merck’s home turf — giving them regional proximity and likely logistical influence.

So to Merck KGaA:

• You’re already producing Pelareorep and getting paid by ONCY.

• You’re based in the country where the trials are expanding.

• You’re not on the sidelines — you’re already in the room.

Maybe it’s time to make it official… and put a ring on it?

A $17 Billion Move… and ONCY Is in the Middle of It.

One wonders: Nobody puts that kind of money into the supply chain by accident. Can only imagine what they’d pay to own the therapy too.

— The Jones Report.

The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Ramaco Resources (METC and METCB) - see previous post, scroll down.

Lam Research Corporation (LRCX) - chips need Lam .

Kratos Defense & Security Solutions (KTOS) - The defense department has the flick on the need for drones to defend.

                                    Kratos UTAP Mako

Kinross Gold Corporation (KGC) - upgraded price targets

Ramaco Resources (METC and METCB) - see above

Altria Group (MO) - just some with a reinvest dividend policy

British American Tobacco p.l.c. (BTI) - same as MO.

Rocket Labs (RKLB) - the HASTE program means defense of America by strength.

https://news.satnews.com/2025/04/14/rocket-lab-on-ramped-to-multi-billion-u-s-u-k-defense-contracts-for-hypersonic-haste/

Another stock capturing market interest is

Hewlett Packard Enterprise Company (HPE)

It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE. Also, HPE servers are AMD friendly too.

A spec stock to watch: 

Oncolytics Biotech Inc. (ONCY)

If you've been following this site, you may know we watch this ONCY stock from time to time. It's been a long quest of trials with their lead cancer treatment, Pelareorep - a virile immunity booster that is geared to target cancer with an army of T fight cells to reduce tumors from the patient's own immune system. Results have been very positive against breast and a most aggressive form, pancreatic cancer with the latest trial approved to expand in Germany. Patients that respond to an additional Pelareorep treatment are now known to live more than twice as long that the standard of care.

ONCY is at an inflection point. It seems a partner or a buyout to merge as a subsidiary of a large Phama would be the option for progressing Pela.  The following is a tid bit that not a lot of investors are aware of.  Either was the Jones Report until the breadcrumbs were followed back.  Back to where?  The Puppet Master!

Some digging has determined that the Lab that ONCY uses to manufacture is owned by the same company that resides next to the ongoing Pancreatic trial in Germany. Yes Merck KGaA of Darmastadt Germany paid $17 BILLION for the company that controls manufacturing Pelareorep.

So Merck KGaA?  The Jones report asks a simple question. YOU have been taking fees from ONCY to produce their very own Pelareorep.  Maybe it's time to step up and put a ring on it! ?

 

Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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