Ayala Pharmaceuticals Inc (ADXS)

[hdwrsft]

Hi Deckheight, with the exceptionally valuable FTs under our belt, progress through the FDA should be swift, assuming the trials continue to meet or exceed expectations. I fully expect to see more CRs from our various trials. CRs keep stacking up, and when it comes to BP negotiations, I would think that CRs are one of the most valuable chips on a poker table, IMO.

Geez, sometimes I think that if any single CAR-T player had reached similar achievements to date, their MC/PPS' would be going thru the roof, well ahead of the CAR-T competition.

Yet, we can't even surpass ADRO's PPS/MC, and they suffered a Pancreatic trial failure! That's how valuable a BP deal is, I suppose. A deal that DO's obviously now trying to achieve, given that new VP hire. I'm surprised that neither DO or GM couldn't get it done. Maybe the timing wasn't right, but it's definitely prime time now for a BP deal, especially as we approach combo trial results.

Commericalization of the long-delayed canine vaccine is a huge plus in terms of validation, one that should launch the pediatric OS trials quite nicely. And considering that delay with PETX, I sure hope DO strikes a VET deal with ZOETIS to expedite future constructs to help Vet science without the types of delays experienced with PETX.

Lot's to look forward to. And now with TWO valuable FTs locked-n-loaded (3 if u incl the EU), there are many reasons to feel positive.

What's the next big news on the horizon that everyone is waiting for??

A shorty-crushing Mega-BP deal is my guess.

jmho