Is ADXS the next JAZZ
Courtesy of bourbon_on_my_cornflakes:
I'm sure this board gets plenty of penny stocks claiming to be the next JAZZ. Here's how ADXS is different. ADXS is not a penny stock anymore, the market cap is $642 million. ADXS has performed spectacularly since last november, going from $3 a share to $23.61, so there is a track record of superb stock performance.
The management team is first rate. The CEO is Dan O"Conner, who as CEO of Imclone sold that company for $6 billion. He stated in February that he thinks ADXS can be worth more. The Chief Medical Officer is Dr. Mauro, who used to be the chief of research at Merck. He joined ADXS after having 6 months to stress test their products in combination with Keytruda, and since joining ADXS has set up the combo with Merck.
The science is first rate, licensed from U Penn, and is in the hot area of immuno-oncology, vaccines that kill cancer. It uses a listeria vector and doesnt require chemo adjuvants.
The stock is clearly massively undervalued RIGHT NOW. A competitor, ADRO, that uses an inferior pirated version of the listeria technology, just IPOed this month and rose to a $2.4 billion market cap. ADXS's market cap is just 1/4 of ADRO's and the market is waking up to this fast. the last 4 days have seen ADRO drop and ADXS rise by roughly similar percentages.
In testing ADXS's vaccines have shown minimal side effects and great effects against various cancers. The combination with Merck's Keytruda will target prostate cancer. If given BTD status, it could be on the market in a year. That would be a huge product. They also have a vaccine which targets HER2 expression, that looks to be highly effective against breast cancer, another huge market. ADXS's vaccines are far cheaper and safer than Car-T treatments like JUNO's, yet JUNO's market cap is over $4 billion and ADXS's is $642 million.
So if you are looking for another JAZZ that has the potential to go from $23 to $189 in a couple years, please look at ADXS. And if you drop bye, say hi
