Replies to post #18594 on Ayala Pharmaceuticals Inc (ADXS)

[Julius_Kelp]

FBG

Refresh my memory. Did Dan say that to you directly, or are you quoting someone from the YMB?

[fbg0316]

He said that to me directly in a phone conversation. I bought into it so that's my mistake or naivety, but the point of mentioning it was related to the poster who referenced he thought many of us have too unrealistic expectations leading us to become disappointed in the CEO. But the CEO was part of the setting of those expectations. In terms of setting timelines and hitting objectives he has been an example of the opposite of "under promise and over deliver"

[Meishairwin]

Actially, fbg, I think ADXS's terminal value could be north of $6B. My hunch is Dan sees a way to leverage what ADXS has developed across several indications and if there's strong enough science to the first one or two, the next two or three could be relatively quick to FDA approval. Any given cancer indication could be worth $1B-$5B with FDA approval. Do the math.

HOWEVER, this will require significant patience among current shareholders to accept further dilution as part of the fu ding requirement to get there. We're talking ~5yrs, which isn't to say ADXS value won't hit $1B, $2B, etc. along the way. Just made guy not be a straight, even climb.