Ayala Pharmaceuticals Inc (ADXS)

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Exactly. I think one reason we have seen the shareholder value erosion we have seen despite the clinical progress is that the field of immuno-oncology has become much more crowded and commoditized. Below is a quote from a research paper Chinaman posted a link to on the Yahoo Message Board. Just look at the sheer number of combo trials Merk and Bristol are sponsoring with their PD1. A lot of these are similiar to the collaborations they have with ADXS in which they are not paying ADXS anything yet and operating in a wait and see mode before they put any skin in the game. Given this competitive landscape and immunoperapies in general becoming more mainstream, I think we would be very fortunate to eventually get acquired for as high as $30. If Dan is able to strike an AXAL deal for Europe in the coming weeks or months, I'm hopeful that we will get a rise to $15-$20 (at least temporarily, because every time Dan has announced meaningful news he dilutes right after so we should get a pop to $15-$20 then it will be shorted back down to sub-$10 mostly likely).

"There are now 268 combo trials involving Keytruda and 242 with Opdivo, of which 86 combine Opdivo with Yervoy. Keytruda’s dominance comes as the drug continues to impress in clinical trials"