Replies to post #34174 on Ayala Pharmaceuticals Inc (ADXS)

[fbg0316]

Another reason showing how detrimental and inexperienced ADXS management is and why selling the company and getting the platform into more expert hands may be the best course of action now.

[exel_mm]

"This is a pretty big setback and is probably the main impetus for the sharp decline in the share price since the 9/11/17 PR, IMO."

EXACTLY - in your opinion. Convenient.

I'll state the very obvious since everybody is such a fuss over the recent set of events.

1. In case you don't know, you're invested in a biotech equity that has not product or no approval - YET. This means:
A. Volatility is king. End of story. So, remove your emotions.
B. Pre "material news", stock swings, either way are bullshite facades
C. When you hear claims of reasons of events, just opinions, not facts

So, summarizing:
1. Expect the unexpected until "material" event(s). This means the stock could just as easily go to $9+ in two days, for no reason at all.
2. If you need to sell now, I sympathize - that would suck.
3. Until EMA submission and EU approval, continue to expect volatility.

[Big Barnie]

as has been said, investing in biotech stocks is very volatile and not predictable. Hovacre has discussed this and with his background, has much credibility.

after all, beating cancer has been something many are working on and have had numerous setbacks.

What I do not comprehend is, why so many LTSH's relish supposed bad news

GLTAL

[zzaatt]

This is a pretty big setback

I don't think so! There are other material events
looming that will sustain pps until NEO is ready.

In practice, “1H18” almost always means 2Q18

Or maybe it means Jan 1, 2018, one never knows.
Why be pessimistic?

[DewDiligence]

GNCA plans to file IND for neoantigen vaccine in early 2018:

https://finance.yahoo.com/news/genocea-announces-strategic-shift-immuno-203000500.html

ADXS had better get moving with NEO.

[hovacre]

Thus, 12-15 months will elapse from the time ADXS got FDA approval of the NEO IND in Mar 2017 (#msg-129238272) until the first patient in the phase-1 trial is dosed. Such a long delay can only mean one thing: ADXS does not yet have the NEO manufacturing squared away.

No, this is not true. Clinical trial sites can be difficult to secure, and they have to put in place all the protocols and recruitment procedures and other logistics before they can begin enrolling into this kind of trial, especially given the challenges associated with handling a bacterial vector-based therapy.