NorthWest Biotherapeutics Inc (NWBO)

[longusa]

Pyrr, I'm in agreement. If DCVax-L was seeing no advantage in efficacy, then SoC event rates would be seen in both cohorts, and 66 events would have been seen long before Dec 2013.

So, IMO it is clear that better than SoC PFS rates (taking longer) are being seen. And further, the BSSR resizing methodology indicates that the PFS rates being seen are much better than expected in the initial trial design.

The net net to me is that the likelihood DCVax-L is a home run has increased, but will take longer to prove based on the mechanics of the BSSR method and consequent increased enrollment.