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blueyedcatch

06/08/18 10:57 AM

#70586 RE: fbg0316 #70583

Left a message for Ken a month ago to maybe include first right of refusal for a HOT app for Merck,with an Axal PSA deal,and the same thing for Axal Cervix,but not sure if HOT can be used for Cervix. Do you know if it could be? If so it would be good to give BMY the option. In my message I said If I were running Merck,I would`nt want to partner for PSA and then have Adxs start up a HOT app for PSA and give it to a competitor,so it would make sense to give them the option,especially since it`s our next generation Of therapy with LM,and will be superior.

Big Barnie

06/08/18 10:58 AM

#70587 RE: fbg0316 #70583

What's your feeling here FBG?

Ken appears to be a take charge guy

Thinking of adding some shares here to lower my average but would not touch the warrants

GLTAL

mm2k

06/08/18 11:01 AM

#70588 RE: fbg0316 #70583

I agree, I think they want to sell off the whole thing (worldwide, any combo rights, etc.), get whatever they can in terms of up front money and maybe some very small future royalties. They have clearly come to the conclusion that they need to do whatever they can to advance NEO and HOT, maybe PSA, although I think they would rather go after prostate cancer using NEO and HOT, so they might even sell PSA. These are the kind of decisions that needed to be made when TL became ICEO, way too much money burned on AXAL, very clear now that the market values NEO and HOT.