Ayala Pharmaceuticals Inc (ADXS)

[cdiddy01]

Now that the early NEO data was not good enough for Amgen to continue to support the tech

I partially agree with this. They no doubt saw the data that ADXS just presented at the IO 360 conference and still pulled the plug. But we DO NOT know if that positive data, while somewhat expected, will amount to an any kind of actual tumor response as it's too early to tell.

ADXS is adding a PD1, which is basically acknowledging NEO and HOT are nothing special compared to the zillion other competing treatments in development

This is ridiculous. So what if they add a PD1 to the treatment? This doesn't mean much of anything to me and is probably the smart thing to do, there is no shame in giving the drug its best chance to succeed by combining it with a PD1.

Also, not sure what "zillion" other competing treatments you speak of...