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I'll look at them more carefully. Unfortunately I have taken over childcare for the night and my time is no longer my own.
I do note that of the listed trials, they were all PIII and, one assumes, registrational; Of the 12 listed PIIIs, 8 are contemporaneous with the trials you describe as contemporary. Within that group of 8, the MOS ranged from 5.4 to 10.3 months. Peregrine's PIIb trial is registrational and multi-centered.
FWIW, I'll look some more tomorrow.
Interested in your reasoning.
Would seem to me we're all out on a shaky limb comparing an ongoing trial to historical data.
Anything 5.4 mos or above falls within the standard deviation.
A table from the PPHM board re: Docetaxel as a control arm and MOS. Caveat emptor.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=76905023
Really? MOS hasn't evented in that trial either. I'll wait to see.
Agreed.
From the BV board:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=78606245
The primary endpoint looks to be ORR. I assume it was unblinded when they hit their pre-specified number of events, and are now waiting for the OS numbers.
Here was their PR:
http://ir.peregrineinc.com/releasedetail.cfm?ReleaseID=675168
Affirmative.
Survival wasn't an endpoint. ORR and PSF were.
What are the official trial endpoints?
From the other board from a poster I greatly respect:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=78602016
And, at this point, the difference in medians is large enough that short of some REALLY bizarre curves the HR will be at least good enough to justify a ph iii.
Was double-blind. Unblinded in May. Has to do with endpoints.
They have a health/medical team in NY. If they decide to run with the story, they'll let me know.
For the news business, this won't be a story unless bavi's benefit is confirmed by an outside agency like the FDA. AA might do it -- or the PDUFA on the AA decision might (but probably not) be enough of a news pin to do it. In general, the big magazine shows aren't looking for possible miracles, they're looking for bona fide miracles -- the kind that make your jaw drop.
I'm hoping to pique their interest and get them shooting early just in case. A lot of drama is about to unfold that will be TV gold if bavi earns AA.
I already pitched it to NBC London. Am thinking about pitching it to a friend at CBS 60 Minutes here in London as well. I won't be able to work on it. Conflict of interest, against standards.
Okay, I went off commenting on the Seeking Alpha piece and AF's comment. They really should have edited me.
A few mistakes - MOS timeline wrong on treatment arms, reporting positive results on the ISTs when the results are largely unknown. Otherwise, not bad.
Post goes into my "kept" folder.
note post 86977
:o)
KT,
The real experts on that are FTM, Mojojo and RRDog.
My calc, based on my secret-sauce formula, was that we hit 100% improvement on July 23rd.
Post 84990
I think we're somewhere in the 11th or 12th month now.
I think my guesstimate is the lowest of FTM, MJ, RRDog and myself.
KT,
In the cc they said they raised what they need to raise to get to this point. When you look at the cash reserves, it's obvious that they've spent everything on moving their programs along. It may not have been efficient, but since I came onboard a few years back, I've seen mostly a clear plan and program executed to get to this point.
Ladies and gents, I'm going for a beer. Let the sky fall, I do not care.
By this time next year, I'll be bored out of my mind...
Roth had good timing this morning...
I like the action. It's as if the long algos are saying to the short algos, "Go ahead, make my day..."
lol! From your mouth to God's ears.
$15B? That's the Moon Over Miami on my breakfast plate. You need to think Jupiter ... and beyond.
:o)
IMO
Or not...
We may be pinned for OpEx on Friday.
From here, all volitility is meaningless. The weighing machine will take us home.
Not if, when. And I'd say, not very long...
How many parnters in talks over 15 face2face.
Very active. All progressing very nicely. Lots of enthusiasm.
Reiterating MOS going to be a very positive result, just a question of magnitude.
Do not have to reach MOS to partner or plan PIII
Q&A !!!
mos time to event. Haven't reached yet but in all likelihood we will...
That's so funny...!
going for debt financing facility before next earnigns call on Sept. 10...
stock price moving...
PIIb
May 21
Control arm right in alignment with docetaxel...
Right where expected
Both bavi arms in line with each other... Good rates...
Already well surpassed the MOS for the control arm.
Still have patients on treatment!!!
Pre-clinical thru current trial design...
best part the micro environment changes to the immune response. Nothing new, but done well.
The slides are on the right of the audio playback box.
Whoa ... me too!