Biotech Values

[DewDiligence]

ADXS—Further to this thread, I’d like to reiterate and elaborate on #msg-132088372. I.e., I’m long ADXS for the NEO program, specifically, and I’m not sold on AXAL and ADXS’ other off-the-shelf cancer vaccines.

If AXAL works (which has yet to be established in a randomized, controlled trial), I don’t think it works the way ADXS says it does, Rather than being an agent that mounts a strong antigen-specific attack, I consider AXAL more of a general-purpose immune-system booster.

Note: The ADXS-NEO program, partnered with AMGN, is the only ADXS program where a non-non-profit organization has made a material financial commitment.