Ayala Pharmaceuticals Inc (ADXS)

[hovacre]

I agree, Bourbon. Given what we've seen, and the furor now starting to surround neoantigens, I don't see why a Nektar-level deal is not possible.

Is ADXS pursuing that? This is a good question. They may want to partner something else and let the tech mature just a little bit further to get it to a really significant valuation, whereas right now it's still theoretical.

Will a BP pony up? Another good question...that Nektar deal isn't looking amazing for BMY at this second. However, I think the Neon IPO is going to put all neoantigen companies in the crosshairs for speculation and dealmaking, so there are a lot of factors at play.