Ayala Pharmaceuticals, Inc. is a clinical-stage oncology company focused on developing and commercializing small molecule therapeutics for patients suffering from rare and aggressive cancers. Ayala's approach is focused on predicating, identifying and addressing tumorigenic drivers of cancer through a combination of its bioinformatics platform and next-generation sequencing to deliver targeted therapies to underserved patient populations. The company has two product candidates under development, AL101 and AL102, targeting the aberrant activation of the Notch pathway with gamma secretase inhibitors to treat a variety of tumors including Adenoid Cystic Carcinoma, Triple Negative Breast Cancer (TNBC), T-cell Acute Lymphoblastic Leukemia (T-ALL), Desmoid Tumors and Multiple Myeloma (MM) (in collaboration with Novartis). AL101 has received Fast Track Designation and Orphan Drug Designation from the U.S. FDA and is currently in a Phase 2 clinical trial for patients with ACC (ACCURACY) bearing Notch activating mutations and in a Phase 2 clinical trial for patients with TNBC (TENACITY) bearing Notch activating mutations and other gene rearrangements. AL102 is currently being advanced to a Phase 2/3 clinical trials for patients with desmoid tumors (RINGSIDE).
Company profile
Ticker
AYLA
Exchange
Website
CEO
Roni Mamluk
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Ayala Pharmaceuticals, Inc.
SEC CIK
Corporate docs
Subsidiaries
Ayala-Oncology Israel Ltd. ...
IRS number
823578375
AYLA stock data
Latest filings (excl ownership)
10-K
2022 FY
Annual report
31 Mar 23
15-12G
Securities registration termination
30 Jan 23
8-K
Completion of Acquisition or Disposition of Assets
25 Jan 23
EFFECT
Notice of effectiveness
24 Jan 23
EFFECT
Notice of effectiveness
24 Jan 23
POS AM
Prospectus update (post-effective amendment)
19 Jan 23
S-8 POS
Registration of securities for employees (post-effective amendment)
19 Jan 23
POS AM
Prospectus update (post-effective amendment)
19 Jan 23
25-NSE
Exchange delisting
19 Jan 23
8-K
Submission of Matters to a Vote of Security Holders
13 Jan 23
Latest ownership filings
3
Bridget A Martell
1 Nov 23
3
Pini Orbach
1 Nov 23
3
Roy Golan
31 Oct 23
SC 13G/A
Redmile Group, LLC
8 Feb 23
SC 13G
Harel Insurance Investments & Financial Services Ltd.
7 Feb 23
SC 13G/A
WELLINGTON MANAGEMENT GROUP LLP
6 Feb 23
4
Yair Chaim Schindel
24 Jan 23
4
DAVID SIDRANSKY
23 Jan 23
4
Yossi Maimon
23 Jan 23
4
Robert J. Spiegel
23 Jan 23
Financial summary
Quarter (USD) | Dec 22 | Sep 22 | Jun 22 | Mar 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 2.72 mm | 2.72 mm | 2.72 mm | 2.72 mm | 2.72 mm | 2.72 mm |
Cash burn (monthly) | 2.93 mm | 2.88 mm | 3.24 mm | 3.14 mm | 2.72 mm | 2.88 mm |
Cash used (since last report) | 43.67 mm | 43.02 mm | 48.36 mm | 46.80 mm | 40.60 mm | 42.89 mm |
Cash remaining | -40.95 mm | -40.29 mm | -45.63 mm | -44.08 mm | -37.88 mm | -40.16 mm |
Runway (months of cash) | -14.0 | -14.0 | -14.1 | -14.0 | -13.9 | -14.0 |
Institutional ownership, Q3 2022
21.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 14 |
Opened positions | 6 |
Closed positions | 8 |
Increased positions | 2 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 10.24 mm |
Total shares | 3.25 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Harel Insurance Investments & Financial Services | 2.15 mm | $2.15 mm |
Novartis Institutes for BioMedical Research | 698.78 k | $7.69 mm |
Bridgeway Capital Management | 81.90 k | $82.00 k |
CSS | 64.18 k | $64.00 k |
Psagot Value | 61.01 k | $61.00 k |
Renaissance Technologies | 48.00 k | $48.00 k |
Clear Street | 39.46 k | $39.00 k |
Susquehanna International | 22.85 k | $23.00 k |
Two Sigma Securities | 21.23 k | $21.00 k |
VIRT Virtu Financial | 18.85 k | $19.00 k |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
19 Jan 23 | Sidransky David | Common Stock | Sale back to company | Dispose D | Yes | No | 0 | 250 | 0.00 | 0 |
19 Jan 23 | Sidransky David | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 1.63 | 12,500 | 20.38 k | 0 |
19 Jan 23 | Sidransky David | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 10.35 | 12,500 | 129.38 k | 0 |
19 Jan 23 | Maimon Yossi | Common Stock | Sale back to company | Dispose D | No | No | 0 | 69,872 | 0.00 | 0 |
19 Jan 23 | Maimon Yossi | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 9.105 | 31,950 | 290.90 k | 0 |
19 Jan 23 | Maimon Yossi | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 11.26 | 19,170 | 215.85 k | 0 |
19 Jan 23 | Maimon Yossi | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 6.5 | 9,460 | 61.49 k | 0 |
19 Jan 23 | Maimon Yossi | Stock Option Common Stock | Sale back to company | Dispose D | No | No | 5.16 | 70,500 | 363.78 k | 0 |