Ayala Pharmaceuticals Inc (ADXS)

[mypekeispooped]

With much talk of an impending R/S and dilution, which could very well happen at any time, here is what I think MAY happen between now and the end of the quarter.

1) The FDA approves a second interim look into AIM2CERV. Nothing should be taken for granted, though. The FDA works in strange and mysterious ways.
2) The investigator sponsored trial in head and neck cancer gets under way.
3) The data from the combo prostate trial is good or better. Looking at the slide 15, it would appear Part B of the combo trial MAY beat the median of Part A. As Hov pointed out to me it is a small sample size but looks encouraging. Will it look good enough for Merck to take a position? That remains to be seen but I would think that Merck would want to acquire anything that would increase the efficacy of pembro.
$) Preliminary data for NEO looks good. I think this is a wildcard as the trial is not that far along. We'll see.

These are in no way predictions but reflects the Q1 catalysts reflected on the CP. Advaxis is notorious for missing timelines so I wouldn't be surprised if one or more are pushed out. Could any or all of these forestall the R/S? Who knows.