Replies to post #71064 on Ayala Pharmaceuticals Inc (ADXS)

[mypekeispooped]

Combining AXAL, which had the best results for cervical cancer (per GOG trial) with Keytruda (or maybe Keytruda with NEO?), would appear to be a good idea.

[gbrown6332]

We don’t fully know how AXAL will compete head to head with Keytruda medically. We do have reasons to believe AXAL will compete favorably from a safety and treatment cost standpoint. These factors have proven to matter, in the EU at least, and will be critical in other less developed areas of the world.

Either purveyors of PD-1 and PD-L1 solutions will need to ratchet down treatment cost metrics or find their products operating beyond the financial reach of a large portion of the eligible patient population.

The windows of opportunity for ADXS are narrowing, but they still have meaningful advantages if they can get an Lm solution approved and in production.

G.B.