NorthWest Biotherapeutics Inc (NWBO)

[akasidney86]

Due respect, Pyrr, but the idea that both the market and the FDA will ignore significant long-term survival in a trial of cancer cohorts that have never shown that before is absurd. Of course they both will. Mewards can speak for himself, but I don't believe that he is suggesting that it (demonstrable increased survival vs. historic norms) then becomes the basis of an FDA NDA, that the FDA will thereafter recognize some new endpoint to file under, or that the market will value it as though it will.

However, imagine the difference in both the markets and the FDA's reaction to a trial that not only doesn't meet RECIST CR standards, but also doesn't move the meter vs historic OS comparative numbers.. and one that pegs the latter. That difference will be the 'won't ignore' part, and how big it is will be determined by many factors, including how significant long term survival results are.