Replies to post #68612 on Ayala Pharmaceuticals Inc (fka ADXS)

[blueyedcatch]

If it were up to me,I`d tell them tough luck,and I`d go ahead and start licensing out HOT apps. because they`ll either pay up now,or need us to motivate them. There are plenty of potential Apps for HOT,so a few already in deals would be Adxs`s good fortune and Amgn`s tough luck. Amgn may cave after we license out the first or even second App for HOT,but Adxs should focus on furthering the platform now with different partners for different Apps,and let Amgn sweat it out. If they don`t bite,then we`re on our way to being a stand alone big Pharma ourselves. I doubt we make it to that point without us getting taken out,but it could get very interesting and sweet for us,if Adxs plays this out right with HOT. Amgn will get NEO done,with no financial burden to Adxs,leaving Adxs to focus on HOT,and Axal getting approval,and a big fat deal for Axal partnership as well.

[Gantor50]

To me this is the dilemma that ADXS has always faced. It's why I understood at the time (in principle) why DOC took the approach he did. It might sound nice to raise cash by carving up all the franchises and selling them off whole, or even splitting them further.

But the reality is that creates a giant bowl of spaghetti if they ever want to sell the entire company. A company buying ADXS in the future, will pay more if ADXS still owns the lion's share of profits and don't have to deal with a half dozen companies only paying them royalties.