Replies to post #88216 on Ayala Pharmaceuticals Inc (ADXS)

[cdiddy01]

I tend to agree with you. There's no doubt they've seen some data at this point and while still early, they may not have been enamored with what they saw. Add to that the potential high costs of manufacturing and that combined led them to pull the plug. There's no doubt if the data was amazing they would have found a way to continue.

However, this notion that Amgen just got outplayed or "annoyed" by Advaxis because of their shrewd foresight in navigating HOT around them seems ludicrous. Not a 20 million dollar market cap company who has seen 3 CEO's over the last 1.5 years and failed to sign any sort of deal for 2.5. It's bonkers to even think it, imo.

[DewDiligence]

The ADXS-NEO trial uses “3+3” dose escalation (scan down to the flowchart in http://onbiostatistics.blogspot.com/2015/01/phase-i-dose-escalation-study-design-3.html ), so it’s doubtful that the optimal dose had even been reached when AMGN made its decision to bail on the program.

Corollary: It seems unlikely that a lack of tumor response was the main impetus for AMGN’s decision.

[huskercatman123]

FBG, I respect you since you have been here since at least 2010 when Sarah was busting our nards about JAZZ at $8.

IMO first gen vaccines are probably going to show best results with non-metastic population. Which I think Ken was probably confirming during recent conference