Replies to post #21996 on Ayala Pharmaceuticals Inc (ADXS)

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In looking at the slides, there's a possibility that a deal we could see announced Monday is that AstraZeneca has bought rights to AXAL mestastic cervical cancer and head & neck cancer for both monotherapy and combo. I say this because on page 4 under AXAL, neither mestastic cervical cancer and head & neck cancer are mentioned, yet they are mentioned in detail in later pages in the presentation and in looking at the later pages it appears the Astra combo trials are going well. If a deal has in fact been struck with Astra, O'Connor could purposely be minimizing Astra in the current deck because he needs to be careful not in any way to indirectly reveal a material development has happened or is coming soon. Similarly, I recall within weeks of the Amgen deal, O'Connor was asked at a conference or some venue about NEO and he responded that management were working on an IND implying ADXS was doing the trial themselves, then boom a few weeks later the $500 million Amgen deal was announced. The same thing could be happening with Astra - i.e., the presentation almost signaled that Astra is being written out of the picture, but this could actually be prelude to Astra stepping up and monetizing the trials that were seemingly minimized in the presentation.