Ayala Pharmaceuticals Inc (ADXS)

[cdiddy01]

The biggest problem I have with all this is their lack of execution and absolutely zero foresight into the market and deal prospects. Had they only stuck to their timeline, which was by no means aggressive, cut unnecessary waste, streamlined operations, we'd currently be looking at, or getting very close to preliminary NEO data and potentially already had a HOT IND approved. Massive damage was done when they failed on all of it and threw out a hail-mary with the MAA, which I think was done to save face and hope for a small pop before dilution. Plus, this only looks worse when we see them being rewarded with more shares in addition to yet another reset with a new CEO and executive team. Who knows, maybe the data would have been marginal, but at least it would have been there. I'd wager that if dilution had happened under their original timeline, it wouldn't have been at 2, or now maybe even 1.

But in the end we all invest at our own risk... this is just another entry point.