Ayala Pharmaceuticals Inc (ADXS)

[hovacre]

It doubled the OS from the ADXS-PSA monotherapy arm, not from a pembro monotherapy arm. So we can't say it "doubled" OS, since we don't know what effect pembro has on its own in that patient cohort.

To whit: ADXS-PSA alone: 7.9 months
ADXS-PSA + Pembro: Not reached after median 13 months follow-up

Pembro alone: We have no idea

So it could be that patients naturally would have lived 7.9 months, that ADXS-PSA did nothing, and it was pembrolizumab that's doing all the work. This is why the companies are giving it more time so they can see what's doing what. With longer follow-up on this and KEYNOTE-199, we might be able to get a better picture of the relative contributions of each agent.