(ADXS)—For HPV-associated cancers (cervical, H&N), AZN is advancing Durvalumab combinations with INO's cancer vaccine (#msg-131236136, #msg-132005083), which was a pretty good tell that AZN had soured on AXAL.
ADXS—Further to this thread, I’d like to reiterate and elaborate on #msg-132088372. I.e., I’m long ADXS for the NEO program, specifically, and I’m not sold on AXAL and ADXS’ other off-the-shelf cancer vaccines.
If AXAL works (which has yet to be established in a randomized, controlled trial), I don’t think it works the way ADXS says it does, Rather than being an agent that mounts a strong antigen-specific attack, I consider AXAL more of a general-purpose immune-system booster.
Note: The ADXS-NEO program, partnered with AMGN, is the only ADXS program where a non-non-profit organization has made a material financial commitment.
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