Replies to post #35622 on Ayala Pharmaceuticals Inc (ADXS)

[fbg0316]

Unless they are about to announce a monetary deal that they can't discuss now so not much to say specifically about the financial plan.

[jckrdu]

Generally agree.

The market is about money first, and science second.

No clarity given today on even the broad strokes of the financial plan... ie narrow focus, secure upfront cash via licensing of non-core assets like HER2, etc. As such, the market is left still fearing the worst... dilution at historically low prices. Lombardo said nothing today to take that scenario off the table.

In contrast, the Athersys (ATHX) CEO recently gave an update at their quarterly meeting and made 2 simple statements 1) US/EU stroke trial plans to be initiated in 2017, and 2) "I fully expect we'll have a partnership in place to support that trial before it starts". The stock has almost doubled after he gave that guidance, which directly addressed the cash concerns.

I was hoping for the broad strokes of the financial plan to be communicated today, as that IMO could have been the catalyst for a reversal.