Leprecon's results are solid in establishing how the dc-vax trial fares vs SOC assuming that the trial population is anything like the prior trials. That's actually the best we can do because we don't know how much the crossover effects will make the placebo group different from the treatment when the placebo group is taken to include the crossovers, as it must. All we can do is make this kind of educated guess because the trial data remains blinded. One thing is quite certain, that is as LL told us a long time back, "everybody is living a lot longer".
The market agrees with you that the data points we have including how many are alive as of 6/2017 and when the patients were all enrolled isn't enough to reliably predict success. I strongly disagree with that - as far as I can tell there is strong reason to believe the results will be quite ground breaking and will support almost certain approval once the full data is revealed and even the initial topline data will be strong enough to move the market considerably. Yes, we have to wait, that's just how it absolutely goes with any stock like this so tied to the clinical results! There is just no way around waiting for the data, though we can make some educated guesses based on everything we do know.