Ayala Pharmaceuticals Inc (ADXS)

[hdwrsft]

Continued thought: ADRO + ADXS -- Even as separate entities, should both prove successful and achieve commercialization, I would expect the impact to both MC/PPS' to be tremendous.

Take for example, CAR-T. If ONE single CAR-T player ever made it to the finish line....the positive impact would undoubtedly ripple throughout all CAR-T players, big or small, and there are many.

However, in the case of those betting on the brilliant success of the Lm approach, there are ONLY TWO Lm players. Outstanding achievements from either might very well translate to an "over-the-top" positive impact on both MC/PPS, IMO. As soon as ADXS closes a BP license deal (undoubtedly the reason for the most recent hire), that's when we could very well experience the "amplified" effect of what I would call, "parallelism" (i.e., the overlapping mrkt effect/impact of parallel progress on each of the combined fronts from both entities). And from the mrkt's POV, it's like we have a virtually expanded pipeline.

When you think about it, it's actually kind of interesting.

jmho