Ayala Pharmaceuticals Inc (ADXS)

[cdiddy01]

I agree with most of this. I probably should have clarified blast off as meaning more of a return back to a reasonable valuation. EV of zero is not even remotely sane.

I see either a deal or great NEO data as the only 2 things that will move this stock. AXAL to me is great, but i'm fine with the cost savings shelving it now provides. It works, but when you have NEO and HOT going into clinical, I see that as the future (maybe BP does too). To me AXAL is our POC for both those products and the LM platform in general, while also giving us a head start in understanding the safety and efficacy of it. AXAL is hardly a waste, but it's going to be what it is. There's value there, but BP hasn't bit, roll its findings into HOT and package it up and now we meld the value of the 2. Something will happen and hopefully soon...