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🇺🇸 SECONCOLYTICS BIOTECH INCDoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 21:37:52·⟳ 抓取 21:38:17 +25s·⚡ 决策 10-20 21:39:46 +1m29s·7.2 天前

Oncolytics Biotech宣布将在ESMO 2026以电子海报展示REO 033进行中试验(TiP)摘要,无新增临床数据

这是一份学术会议进行中试验(TiP)摘要的展示公告,TiP按定义只含研究设计不含结果;文中唯一具题材性的两点(FDA互动支持Part B关键扩展、REO 022的17对比6个月PFS)分别已在2026-08-18与更早披露并于09-28重申,本条8-K无新增基本面事实,不构成可交易催化。

📄 原文ONCOLYTICS BIOTECH INC↗ 原文
----- oncy-20261020.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________…
不做 Oncolytics Biotech Inc.(ONCY.US)
8-K仅为ESMO 2026的REO 033进行中试验(TiP)海报公告,不含新临床数据;FDA Part B关键路径与REO 022疗效信号均为已公开旧信息,无预期差和增量edge,不具可交易性。
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的8-K只是预告ESMO上展示REO 033的TiP电子海报,无新临床读数;FDA注册路径与历史疗效信号均为旧闻,缺乏预期差与增量信息,故回避。

🔎 新鲜度:最早出现 2026-10-20 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 节点
  2. 节点

主要风险

  • 小盘临床期生物股流动性低、波动大,会议海报或管理层表态仍可能引发情绪性短线跳动,但无基本面数据支撑。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-10-20 · 影响 weakens
    未发现任何新疗效/安全性读数或新的注册、资金里程碑;近期更新仅为入组加速与会议展示,缺乏做多催化。
    检索:Oncolytics REO 033 new data readout enrollment results October 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:未进入交易:本条无增量临床/注册事实,属于会议TiP展示公告,无需用历史先例校准涨跌幅。

工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 13 ms
    {"result": "search_processed_events:agent query=`oncolytics biotech reo 033 esmo 2026 trial-in-progress pelareorep colorectal | oncy pelareorep folfiri bevacizumab ras-mutant mss mcrc pivotal expansion part b fda`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选
  2. web_search 成功 doubao_search · 1,507 ms
    豆包搜索结果(原始查询:Oncolytics Biotech REO 033 ESMO 2026 pelareorep colorectal Part B pivotal expansion FDA;API SearchType:web)

原文全文

展开原文 · 11,899 字
----- oncy-20261020.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 20, 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 20, 2026, Oncolytics Biotech Inc. (the “Company”) issued a press release announcing the details for a REO 033 trial-in-progress abstract and e-poster that will be presented at the European Society for Medical Oncology Congress 2026. 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
20
, 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 20, 2026
ONCOLYTICS BIOTECH INC.
By:
/s/ Kirk Look
Name:
Kirk Look
Title:
Chief Financial Officer

----- oncyemso2026reo033tip.htm -----
EX-99.1
2
oncyemso2026reo033tip.htm
EX-99.1
Document
Oncolytics Biotech
®
to Present REO 033 Trial in Progress Abstract at ESMO Showcasing Pelareorep’s Potential in Colorectal Cancer
Study launched earlier this year is expected to confirm previous efficacy signal in 2L KRAS-mutant MSS colorectal cancer study that saw 17 months PFS vs. 6 months for the historical standard of care
SAN DIEGO, CA, October 20, 2026 –
Oncolytics Biotech
®
Inc. (Nasdaq: ONCY) (“Oncolytics” or the “Company”), a clinical-stage immunotherapy company developing pelareorep, today announced the Company is presenting a trial-in-progress abstract and e-poster discussing the REO 033 study at the European Society for Medical Oncology (“ESMO”) Congress 2026. REO 033 is a randomized study evaluating pelareorep in combination with folinic acid, fluorouracil, and irinotecan (“FOLFIRI”) and bevacizumab versus standard-of-care FOLFIRI and bevacizumab as second-line treatment for RAS-mutant, microsatellite-stable (“MSS”) metastatic colorectal cancer (“mCRC”) patients (link to study on ClinicalTrials.gov). The study is designed to validate the encouraging efficacy signals observed in REO 022 while generating the controlled clinical data necessary to support future regulatory interactions and potential registration.
Abstract Title:
Phase 2 randomized, controlled study of pelareorep combined with 5-fluorouracil/leucovorin/ irinotecan (FOLFIRI) + bevacizumab (bev) for the second-line treatment of RAS-mutated, microsatellite-stable (MSS) metastatic colorectal cancer
Presentation Type:
e-Poster
Presentation Number:
994eTiP
Highlights from the REO 033 trial-in-progress abstract include:
•
The randomized, controlled, open-label study will evaluate patients with RAS-mutated, MSS mCRC who have progressed on first-line oxaliplatin-based therapy.
•
Thirty patients per arm will be randomized to receive either: 1) pelareorep + FOLFIRI + bevacizumab, or 2) FOLFIRI + bevacizumab.
•
The primary endpoint is objective response rate (“ORR”). Secondary endpoints include other efficacy assessments, such as overall survival (“OS”), progression-free survival (“PFS”), disease control rate, duration of response (“DOR”), and safety and tolerability.
•
Blood and tumor samples are being collected for biomarker evaluations.
Recent U.S. Food and Drug Administration interactions have provided the opportunity to initiate a pivotal expansion of the REO 033 study (Part B) that would build upon the trial currently enrolling (Part A) and could support an accelerated approval submission based on ORR and a full approval based on PFS.
A previous study, REO 022, evaluated second-line KRAS-mutant, MSS mCRC patients with treatment histories similar to those of patients enrolled in the current study. In that study, the ORR, median PFS, median OS, and median DOR were more than doubled in patients treated with pelareorep + FOLFIRI/bevacizumab compared to historical outcomes for patients treated with FOLFIRI and bevacizumab alone.
1-4
“I am thrilled to see the recent momentum in the REO 033 study among sites, physicians, and patients,” said Sanjay Goel, M.D., M.S., FASCO, Professor of Medicine at Rutgers Cancer Institute, and Lead Investigator. “Having been involved in the REO 022 study, I have a strong conviction that pelareorep can positively impact patients in a meaningful way, and this controlled randomized study will help prove that out.”
Jared Kelly, Chief Executive Officer of Oncolytics, commented, “Second-line mCRC development is generally stalling because emerging therapies are not working well, especially in RAS-mutant MSS patients. With mCRC growing faster than almost every cancer in the U.S. and only minimally effective options for second-line patients, pelareorep has the potential in this controlled study to change the standard of care by improving what has been in place for the better part of a decade. It’s a multi-billion-dollar market that is being largely ignored because nothing works better than the standard of care. Adding pelareorep to the standard of care could double the efficacy while maintaining an acceptable safety profile. This is what drug development is all about.”
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.
References
1.
Goel S, et al. Elucidation of Pelareorep Pharmacodynamics in A Phase I Trial in Patients with
KRAS
-Mutated Colorectal Cancer. Mol Cancer Ther. 2020 May;19(5):1148-1156. doi: 10.1158/1535-7163.MCT-19-1117.
2.
Bennouna J. Lancet Oncol (14):29-37, 2013
3.
Iwamoto S. Ann Oncol. Jul;26(7):1427-33, 2015
4.
FDA grants accelerated approval to adagrasib with cetuximab for KRAS G12C–mutated colorectal cancer. Published June 21, 2024. Accessed April 28, 2026. https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-accelerated-approval-adagrasib-cetuximab-kras-g12c-mutated-colorectal-cancer
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
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 design, milestones, anticipated timelines and expected outcomes for current and future studies; its belief in the clinical promise of pelareorep in anal, colorectal, pancreatic and other gastrointestinal cancers; U.S. Food and Drug Administration interactions and its anticipated outcomes; the Company’s goals and expectations for its potential registrational development path for pelareorep in multiple gastrointestinal cancers; and plans for future disclosure of clinical trial results. 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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