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🇺🇸 SECONCOLYTICS BIOTECH INCDoubao · 实盘不做把握 7/10不做原因:无增量信息
北京时间·🕒 发布 21:33:28·⟳ 抓取 21:33:50 +22s·⚡ 决策 10-14 21:36:24 +2m34s·13.2 天前

Oncolytics Biotech(ONCY)仅披露GOBLET研究后续数据时间表与PanCAN尾款预期,无新疗效数据或金额,属软更新

按生物医药阶段-权益检查表,本公告未使pelareorep发生任何临床状态迁移(无topline阳性/阴性、无完整数据、无申报/受理/批准):核心内容仅是未来数据读出的时间指引、一笔既有PanCAN拨款的尾款(金额未披露)和缩减研究基础设施。定性的“中位OS超预期”无任何数字支撑,不能作为疗效surprise;无正期望方向,亦无实质利空达到做空门槛,故不做。

📄 原文ONCOLYTICS BIOTECH INC↗ 原文
----- oncy-20261014.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________…
不做 Oncolytics Biotech Inc.(ONCY.US)
无增量可交易事实:仅未来临床数据时间表(Cohort 4在2026Q4、Cohort 5在2027H1)与一笔金额未披露的既有PanCAN拨款尾款,无疗效数据/监管/合作里程碑,临床资产状态未迁移;盘中股价约-6%且处于13周下行通道,定性“OS超预期”无数字支撑,做多无edge。亦无新增实质利空(无融资/失败/指控),不满足做空红线,故双向不做,等待Q4实际数据读出再评估。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

ONCY这份8-K是GOBLET研究的进度/IR更新:只给未来数据时间表和一笔金额未披露的既有拨款尾款预期,没有任何新疗效数据、合作或监管催化,临床资产状态未发生迁移;市场盘中以下跌约6%回应,缺乏可交易edge,回避。

🔎 新鲜度:最早出现 2026-10-14 · 扩散 low · price-in 风险 low ↗

关键理由

  • 不适用(AVOID):公告未提供可定价的增量事实,未来Cohort 4/5读出才是真正催化,当前仅为时间预告

主要风险

  • 微盘股(市值约6000万美元、股价0.46美元)波动极大,若据定性“OS超预期”措辞投机买入,实际Q4数据不及措辞或Cohort 5延后将面临大幅回撤
  • 公司临床阶段、PE为负、依赖资本市场融资,现金跑道与潜在融资稀释是持续不确定因素

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-10-14 · 影响 weakens
    8-K原文明确无新topline数据、尾款金额未披露、数据可能延后,且公司为临床期负收益微盘股;不支持以“OS超预期”定性措辞建立多头edge
    检索:ONCY GOBLET Cohort 4 5 topline data PanCAN grant amount financing cash runway 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:未因先例调整任何标的或方向;直接以缺乏可定价增量事实AVOID

方向:不足以从外部先例读数;但本事件无临床状态迁移、无定量surprise,先例幅度不会改变“无增量催化”的结论

涨幅量级:不适用:未发生topline/监管里程碑,不存在可校准的同类事件幅度

形态:无可引用模式;当日市场自身反应(盘中-6%)已表明软时间表更新不获正反馈

工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 11 ms
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  2. fetch_decision_experience 成功 stock_tools_inprocess · 2 ms
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  3. stock_quote 成功 stock_tools HTTP · 1,354 ms
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原文全文

展开原文 · 12,829 字
----- oncy-20261014.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
___________________________________
FORM
8-K
___________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 14, 2026
___________________________________
Oncolytics Biotech Inc.
(Exact name of registrant as specified in its charter)
___________________________________
Nevada
(State or other jurisdiction of
incorporation)
001-38512
(Commission File Number)
98-0541667
(IRS Employer Identification No.)
4350 Executive Drive
,
Suite 325
San Diego
,
CA
92121
92121
(Address of principal executive offices)
(Zip Code)
(
403
)
670-7377
(Registrant's telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
___________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, par value $0.001 per share
ONCY
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Exchange Act (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 8.01. Other Events.
On October 14, 2026, Oncolytics Biotech Inc. (the “Company”) issued a press release announcing it is expecting to receive the final grant payment from the Pancreatic Cancer Action Network later this quarter as part of wind-down enrollment activities in the GOBLET clinical study. Additionally, the Company expects to report additional clinical data from GOBLET Cohort 4 and 5 over the coming months. The information set forth in this Item 8.01 and in Exhibit 99.1 is furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that Section.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
Exhibit No.
Description
99.1
Press Release issued by Oncolytics Biotech Inc., dated as of
October
1
4
, 2026
.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: October 14, 2026
ONCOLYTICS BIOTECH INC.
By:
/s/ Kirk Look
Name:
Kirk Look
Title:
Chief Financial Officer

----- gobletc5pancanupdate.htm -----
EX-99.1
2
gobletc5pancanupdate.htm
EX-99.1
Document
Oncolytics Biotech
®
Provides Update on GOBLET Study Clinical Data and Final PanCAN Grant Payment
Completion of enrollment earlier this year and expected final PanCAN grant payment this quarter mark successful completion of a key phase of Cohort 5
Final Cohort 4 results expected in Q4 2026; initial Cohort 5 results expected in the first half of 2027
The Company will use the clinical data to focus and guide its strategy to combine pelareorep with a checkpoint inhibitor in gastrointestinal and additional tumors
SAN DIEGO, CA, October 14, 2026 –
Oncolytics Biotech
®
Inc. (Nasdaq: ONCY) (“Oncolytics” or the “Company”), a clinical-stage immunotherapy company developing pelareorep, today announced an update regarding the status of its GOBLET Phase 1/2 study, including timing for the release of certain clinical data. It also declared that it will receive the final payment under its grant from the Pancreatic Cancer Action Network (“PanCAN”) later this quarter, following the completion of certain activities in Cohort 5 of the study.
Patients remain on treatment and in follow-up in two GOBLET cohorts. Cohort 4 is evaluating pelareorep with atezolizumab in patients with second-line and later squamous cell anal carcinoma, while Cohort 5 is evaluating pelareorep-based therapy in combination with chemotherapy with and without atezolizumab in patients with first-line metastatic pancreatic ductal adenocarcinoma (“PDAC”).
Oncolytics expects to report final results from Cohort 4 in the fourth quarter of 2026. Initial results from Cohort 5 are expected in the first half of 2027, but could be extended as multiple patients continue treatment and follow-up.
“We are incredibly grateful to PanCAN for its support of GOBLET Cohort 5 and, more broadly, for the extraordinary work the organization does every day on behalf of patients and families affected by pancreatic cancer,” said Jared Kelly, Chief Executive Officer of Oncolytics. “PanCAN has played an important role in advancing pancreatic cancer research by bringing together patients, researchers, clinicians, and industry around the shared goal of developing better treatments for this devastating disease. We are proud to have worked with PanCAN through GOBLET and deeply appreciate the organization’s support as we complete this phase of the study and continue following patients in our anal and pancreatic cancer cohorts.”
The GOBLET study has played an important role in the clinical development of pelareorep by evaluating its potential across multiple gastrointestinal cancers in combination with a checkpoint inhibitor and generating clinical and translational data that have informed the Company’s ongoing development strategy.
With enrollment now complete, Oncolytics is winding down the broader GOBLET study infrastructure while continuing treatment and follow-up of remaining patients and preparing for upcoming clinical data readouts from the remaining cohorts. Notably, each cohort that enrolled the required number of patients met its pre-specified success criteria for efficacy.
“The efficacy data from Cohort 5, including overall survival and duration of response, continue to mature, and we will provide an update to investors and stakeholders as soon as possible,” said Thomas Heineman,
MD, PhD, Chief Medical Officer of Oncolytics. “In parallel, we continue to monitor patients in Cohort 4 and are happy to report that median overall survival exceeds our expectations. The full data set is still being processed, and we anticipate sharing more details before the end of the year.”
About GOBLET
The GOBLET (
G
astrointestinal tum
O
rs exploring the treatment com
B
inations with the oncolytic reovirus pe
L
ar
E
orep and an
T
i-PD-L1) study is a phase 1/2 multiple indication study in advanced or metastatic gastrointestinal tumors. The study is being conducted at 17 centers in Germany and is being managed by AIO-Studien-gGmbH (“AIO”). The co-primary endpoints of the study are objective response rate and/or disease control rate and safety. Key secondary and exploratory endpoints include additional efficacy assessments and evaluation of potential biomarkers. The study comprises five treatment cohorts:
1.
Pelareorep in combination with atezolizumab (Tecentriq
®
), gemcitabine, and nab-paclitaxel in first-line advanced/metastatic pancreatic cancer patients;
2.
Pelareorep in combination with atezolizumab in first-line MSI (microsatellite instability)-high metastatic colorectal cancer patients;
3.
Pelareorep in combination with atezolizumab and TAS-102 in third-line metastatic colorectal cancer patients
4.
Pelareorep in combination with atezolizumab in second-line advanced and unresectable anal cancer patients; and
5.
Pelareorep in combination with mFOLFIRINOX with and without atezolizumab in newly diagnosed metastatic PDAC patients.
About AIO
AIO emerged from the study center of the medical oncology working group within the German Cancer Society. AIO operates with a non-profit purpose of promoting science and research with a focus on medical oncology. Since its foundation, AIO has become a successful sponsor and study management company and has established itself both nationally and internationally.
About Pelareorep
Pelareorep is an intravenously delivered, systemically active, investigational immunotherapy with a dual mechanism of action that selectively replicates in tumor cells while activating both innate and adaptive anti-tumor immune responses, including the upregulation of key inflammatory cytokines resulting in the formation of tertiary lymphoid structures and the expansion of tumor-infiltrating lymphocytes. It has been administered to over 1,200 patients, and clinical studies have demonstrated pelareorep’s potential to enhance the activity of checkpoint inhibitors and other anti-cancer therapies across multiple solid tumor types.
About Oncolytics Biotech Inc.
Oncolytics is a clinical-stage biotechnology company developing pelareorep, an investigational intravenously delivered double-stranded RNA immunotherapeutic agent. Pelareorep has demonstrated encouraging results in multiple first-line pancreatic cancer studies, two randomized Phase 2 studies in metastatic breast cancer, and early-phase studies in anal and colorectal cancer. It is designed to induce anti-cancer immune responses by converting immunologically inactive tumors to active through the activation of innate and adaptive immune responses.
The Company is advancing pelareorep in combination with chemotherapy and/or checkpoint inhibitors in metastatic gastrointestinal cancers, where pelareorep has received Fast Track designation from the U.S. Food and Drug Administration for colorectal, anal, and pancreatic cancer. Oncolytics is actively pursuing strategic partnerships to accelerate development and maximize commercial impact. For more about Oncolytics, please visit:
www.oncolyticsbiotech.com or follow the Company on LinkedIn and on X @oncolytics.
Tecentriq
®
(atezolizumab) is a registered trademark of Genentech, a member of the Roche Group.
Forward-looking statements
This press release contains forward-looking statements, within the meaning of Section 21E of the U.S. Securities Exchange Act of 1934, as amended, and forward-looking information under applicable Canadian securities laws (such forward-looking statements and forward-looking information are collectively referred to herein as “forward-looking statements”). Forward-looking statements contained in this press release include
statements regarding the timing, continued treatment and follow-up of patients, and results of Cohorts 4 and 5 of the GOBLET study; the winding down of the broader GOBLET study infrastructure; the potential clinical benefits of pelareorep; timing of final payment under the PanCAN grant; the continued clinical development of pelareorep; statements regarding beliefs as to the potential, registration, mechanism of action and benefits of pelareorep as a cancer therapeutic; the Company’s goals, strategies, and objectives; expectations around the anticipated timelines and expected outcomes for current and future studies; the Company’s belief in the clinical promise of pelareorep in anal, colorectal, pancreatic and other gastrointestinal cancers; and the Company’s goals and expectations for its potential registrational development path for pelareorep in multiple gastrointestinal cancers, including colorectal cancer. In any forward-looking statement in which Oncolytics expresses an expectation or belief as to future results, such expectations or beliefs are expressed in good faith and are believed to have a reasonable basis, but there can be no assurance that the statement or expectation or belief will be achieved. These statements involve known and unknown risks and uncertainties that may cause actual results to differ materially from those anticipated. These risks include, but are not limited to, regulatory outcomes, trial execution, financial resources, access to capital markets, and market dynamics. Please refer to Oncolytics’ public filings with securities regulators in the United States and Canada for more information. The Company assumes no obligation to update forward-looking statements, except as required by law.
Company Contact
Jon Patton
Director of IR & Communication
jpatton@oncolytics.com

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