Ayala Pharmaceuticals Inc (ADXS)

[Meishairwin]

Traderbx,

Your point #1: Irrelevant. Each company's market cap is specific to its particular situation and status. What other immuno-oncology companies are worth is not that significant. ADXS's Lm platform is not followed or understood by analysts because so few companies (2 to be exact) are using this immunotherapy technology. Were ADXS pursuing viral vector CAR-T technology, there would be more potential comparisons.

Your point #2: So? Few people believe Lm will be successful because almost no companies are pursuing it or anything like it. Lm is "out in left field" metaphorically, thus the low valuation.

Your point #3: You assume the milestones will be reached. Odds are strongly against that happening, unless you happen to be those very few who "believe in" this technology. Not many people believe in it (see above explanation).

Your point #4: AXAL results are marginally better than Avastin, and only in a Ph2 trial in cervical cancer. There's a LONG WAY to go before AXAL succeeds in Ph3 (maybe more than one will be required). Even more, it will take years more to demonstrate AXAL works against a range of cancers similar to Avastin. And, it will cost much less, thus less profit, this lower valuation.... but, we're a LONG WAY away from a valuation based on volume and sales price.

IF YOU ARE RIGHT, ADXS will be worth much more than $1B... but the evidence is simply not in yet, and it will take 12-24 months for that information to be generated.

I think ADXS has great potential, but you and others here are WAY OVER your skis in believing what it "should be worth" now.