Ayala Pharmaceuticals Inc (ADXS)

[Meishairwin]

Traderbx, you say, "Meishairwin.. I still think that you are [not] understanding ADXS true present worth... "

The facts you state are well known by all professional investors who put money to work in biotech. You are more impressed with those results than those professional investors are. And, please, don't argue "shorts are keeping the price down." To a minimal degree, yes. But, shorts can only drive price down to the extent there are insufficient buyers. ADXS's price may be 30% lower than it might otherwise be without short sellers, but 50% of what it should be, or 25% of what it should be? No, that's not reasonable. It's too steep a discount that smarts longs would attack.

To me, what ADXS "should be worth now" is a pointless question. It is worth what the market will pay: $7.82/sh ($315M market cap) at the close of trading on Tuesday.

However, if you ask me do I think ADXS market cap is likely to be much higher in 12-24 months? Yes, absolutely. And, here's where I (and you) are betting against the professional biotech investors. My bet is based on what I know about AXAL (and Lm technology) now, but only in regards to what that knowledge leads me to believe will happen with AXAL, Lm technology, and ADXS financial situation in the next 12-24 months. I believe ADXS market cap will likely be be $1B or more in 12-24 months (~$25/sh). But, that change in value requires future events that have not happened and that might not happen. We can debate what those events are, how soon they might happen, and what impact they might have on ADXS's market cap.

Talking about what a company "should be" worth "right now" is pointless, IMHO, because EVERYONE (who matters) knows EVERYTHING about any company NOW. On the other hand, discussing what a company could be worth in the future, based on what might happen in regards to the timing and impact of product development/ market progress, makes more sense to me.

And, in that regard, I think we agree more than we disagree.