Ayala Pharmaceuticals Inc (ADXS)

[hovacre]

And I full-on disagree that cervical cancer is a dud that has too small a market size to matter to ADXS's bottom line, for several reasons:

1) The bigger implication is that listeria-based immunotherapy is accepted by the regulators as a viable treatment option for any form of cancer. That itself is a watershed moment.

2) 4200 women in the US alone die from cervical cancer each year. These are presumably the target patients for Axal, and even with 10% market penetration I'd wager that this alone represents 10s of millions of dollars in annual revenue, given how effective immunotherapies are priced in the US (assuming a $100,000 annual cost per patient, on par with immune checkpoint inhibitors).


Point being, the revenue wouldn't be bunk, and worldwide the market is much larger still. And the validation of the listeria-based approach provides support for every other program ADXS has in its belt. It cannot be overstated how reticent the medical community is to new therapeutic modalities until you prove that the fundamentals are sound. Right now, I would place money on >90% of oncologists having no clue about this listeria-based approach.