Ayala Pharmaceuticals Inc (ADXS)

[hovacre]

This is how they go. 37 patients is not enough to pursue approval in this setting, so the reasonable presenter of this poster is going to say "it's encouraging, and we need to know more."

If they can repeat the 21.1 months median OS in a more robust study, then you'll really have something there.

Broadly, these findings compare favorably with KEYNOTE-199, which showed median OS ranging from 7.9 to 14.1 months. (https://ascopubs.org/doi/abs/10.1200/JCO.2019.37.7_suppl.216)

As always, we have to be very careful about making cross-trial comparisons, but this is a clearly encouraging signal that absolutely needs to be pursued further. If anything supports interest from Merck, I feel it is these data.