Replies to post #18344 on Ayala Pharmaceuticals Inc (ADXS)

[Meishairwin]

tx_farmer, ADXS is legit alright. That's why I own a chunk.

But, FIRST: anyone investing here MUST be ready to lose much of what they invest. That's the nature of biotech -- if our AIM2Cerv fails and neoepitopes prove not as powerful as expected....

SECOND, anyone investing in ADXS now must be willing to wait at least 2-3 years before they might be able to harvest a sizable return. For those with the appropriate investing acumen, a worthwhile strategy for biotechs, including ADXS, is to buy dips and sell into rapid price increases like Aug/Sep 2013 (~$2.50=>~$6.00), Dec/Jan 2015 (~$3.50=>~$12.00), Feb/Jun 2015 (~$7.50=>$28.00), and Jul/Aug 2016 (~$8.00=>~$15.00). Of course, it's always easy in hindsight to pick the right points to buy and the right points to sell on these up and down moves. But, any up move not predicated on the expectation of an excellent Ph3 outcome is likely to be sold off in time. ADXS might still test its Feb 2016 lows (~$5.50) before moving higher, but now might be a good price point to be buying, although keeping dry powder for moves lower.

Thanks again for finding/ posting that presentation by Dan and related parties -- it is very informative.

[Easymoneyman00]

Tx farmer, Don't be looking for K-9 osteosarcoma approval anytime soon. Those trials were run in the hopes that we could get a pediatric osteosarcoma trial started off of the K-9 results! I'm sure they would love approval from K-9 trials but reality is these trials were mainly for ADXS to get the go ahead on pediatric osteosarcoma.

[Bourbon_on_my_cornflakes]

re tx "Could you sense the tone in (forgot his name) when talking about Aduro's approach (and "most" other companies using the algorithm approach) with their 9 antigen algorithm compared to our potential 100 antigen delivery?" This is one of the weaknesses of INO imo, not enough antigen matchup so only mediocre results. AMGN/ADXS is taking a similar approach but as you say the matchup of 100 antigans means we are much better targeted and should get better results.

[huskercatman123]

Hey Tex,

That part about the speaker who was talking about Aduro's approach (and "most" other companies using the algorithm approach) with their 9 antigen algorithm compared to our potential 100 antigen delivery; that was during the NEO presentation, correct?

Thanks, I keep getting interrupted every time I try to watch that video and I was trying to find what you had referenced.