Ayala Pharmaceuticals Inc (ADXS)

[ubmmg]

Those Prostate results are phenomenal

From today's PR:
There are 16 patients in the combination therapy part of this trial who are alive and continue to be monitored.
It looks like 8 more patients have died since 2/1/19 (previous data readout), in about 3.5 months. The death rate has accelerated.

From April's CP:

14.8Median overall survival in recurrent disease treated with NGHAs after failing antiandrogen deprivation + docetaxel is ~14.8-18.4m

The MOS was 21.1 months. Thus, just a marginal improvement is median OS compared to the next generation hormonal agents (NGHAs) if compared with the upper bound. Will that warrant a deal? We have seen this before with the best-in-class cervical cancer results, when there was some improvement. Nothing has happened. Are the results compelling enough for Merck to jump? Based on the non-response, I'd be surprised they would. Too much time has passed, and nothing has been signed. ADXS-COLD.