Ayala Pharmaceuticals Inc (ADXS)

[trading_cyclist]

Thanks for this.

When you do the math, it would be great to see:

a) total disease burden (no. cases)
b) total # of people on treatment (rarely 100% of those with disease)
c) total market; #people on treatment X cost of treatment
d) Advaxis market share (assuming it's not the only treatment available).
3) Make some assumptions about price variability (as well as market share) and see what kind of range you get.


That gets you to total revenue. Now you need to consider a few assumptions about the price/revenue ratios. If I remember right, it's about 3:1 for biotech (will double check, found this earlier and posted same for AUPH).


Here's the link to my google sheet that does this for AUPH.

Whtat's complicated for Advaxis is all the damned franchises (!). You really have to go through this exercise for each franchise.


All the best,

TC