Biotech Values

[mcbio]

(ADXS)—Current issue of Nature has feature article on cancer vaccines (behind paywall):

Dew, are you long ADXS or just own in charity contest? You seem to be fairly optimistic on them. There seems to be increased focused on use of neoantigens in cancer vaccines and ADXS is one of the main players here from what I gather. Would be curious to hear in more detail what you like about them.