Ayala Pharmaceuticals Inc (ADXS)

[ubmmg]

My takeaways from the last CC:
1) It'd be sad to see AIM2CERV wither and die (particularly for the current patients), however, I hope they will be able to partner or sell the program altogether. It's a prudent thing to do now that the cash-strapped company cannot afford to run it.
2) I expect them to package AXAL (mono and combo) for two or more indications, expand the worldwide and partner/sell. The EU application otherwise is dead. Ditto for the ADVANCE combo trial with BMY which was a big mistake to sign that way right from the get go.
3) They gave a 3-mo time period to sell/partner the above programs. It's definitely insufficient for a new possible partner to evaluate and make a decision. Thus, they might mean an existing partner, i.e. BMY, to sell at much cheaper prices than originally intended. Given that the BP already knows ADXS's plans, the big pharma could get a huge discount.
4) They talk about Advaxis-503, the first HOT product, and expect to file IND in few weeks. I think they'll partner before filing that IND. Could it be AMGN? I'd like to see a deal better than the NEO deal.
5) Dr Petit will be gone soon, I'm afraid.