Ayala Pharmaceuticals Inc (ADXS)

[mortmann]

The takeaway from Friday volume is it dropped right off around the 3 mil mark. Maybe, just maybe, a meshing of covering and selling perhaps. Its been proffered AMGN dumped their stake. Maybe... If the former, the ammo for a squeeze has been vastly reduced should there be anything less negative than the market may anticipate associated with ADXS response. If the latter, it simply punctuates AMGN decision. The underlying fundamental issues, separate from the expected ADXS reaction to the AMGN dump dominate the outlook however. The inevitable r/s with dilution will artificially redistribute sh equity. Without improvement in the monetization of assets, the contrivance won't hold up. Certainly not to the level required for current and LTSH to recoup losses. This is not directed at the core believers who have consistently ignored the devolution of prospects and rearranged their investment thesis to fit the desired outcome. Nor is it directed at the core disbelievers, while being right so far, have a highly biased view as well. More so, this is directed to the conversation for those looking to make a reality based analysis of the future prospects without prejudice, insofar as that is possible. While possibilities are virtually endless, the fundamental issues limit the scope to practical considerations of survival for ADXS. That said, the silence from ADXS speaks to the need to consider their options before taking the microphone. Then and only then, is there a possibility of enough meat on the bone to make a more informed decision to support investors confidence or not in my view.