Ayala Pharmaceuticals Inc (ADXS)

[ubmmg]

Dew,

I'm not sure that NEO can be re-licensed to other big pharma. Why the other BP would want to take on NEO if the MFG costs are too high and the process itself is too complex? Assuming that AMGN bailed on ADXS due to high costs of the drug is there any compelling reason for other BP to take on those high risks seeing that ADXS is actively promoting HOT program? I'd assume the possible partner could just take HOT, and require that ADXS completely bury NEO.
AMGN is $125B company, and could have afforded to wait and help us with refining the MFG process, but I'm afraid they saw something else as well that made them really uncomfortable and forced them to pull a plug. Something smells here, but it's not a dead corpse of NEO yet. It will die in less than two months.