Replies to post #3350 on Ayala Pharmaceuticals Inc (ADXS)

[terry hallinan]

From comment in link:

ADXS is considered a close competitor.

Not close at all. Aduro is a johnny-come-lately.

For one thing, ADXS has won a key infringement suit against Aduro.

From the 10-K, page 7:

We successfully defended our intellectual property concerning our Lm-based technology by contesting a challenge made by Anza Therapeutics, Inc. (now known as Aduro BioTech), to our patent position in Europe on a claim not available in the United States. The European Patent Office (“EPO”) Board of Appeals in Munich, Germany ruled in favor of the Trustees of Penn and us, Penn’s exclusive licensee, and reversed a patent ruling that revoked a technology patent that had resulted from an opposition filed by Anza.

https://www.sec.gov/Archives/edgar/data/1100397/000149315215000050/form10k.htm

There is much more and one can wonder why the nursing professor got snookered in America but I suppose it was mostly a matter of the long dogged fight to get a hearing of any kind. I should have been more diligent in looking for a response from Aduro but I am very old and time is precious. :-)

Whatever happens in the meantime, ADXS will almost surely be first to market with the vet vaccine.

Does that matter?

Matters to many dog owners. Cancer is the biggest killer of dogs and osteosarcoma is extremely painful to owners of big dogs. Pfizer loves the vet market but not enough to do much more than promotion.

For now the stats seem - umm, ahhh - great. Even the querulous types at the FDA seem to agree.

Obviously the revenue prospects for a very successful therapeutic pancreatic cancer would dwarf the dog vaccines but that is far in the future and ADXS may not be inhibited at all from developing their own.

All JMO.

Best, Terry