Thursday, February 11, 2016 11:43:48 AM
So even if you are not of the opinion that PFS & OS diff will be very robust .... just hypothetically in the case that PFS & OS diff are very robust .... then, in that instance, do you think the odds of approval would be favorable?
It's not obviously yes? Of course! But what is very robust? FDA has expressed "a doubling of PFS."
If this placebo group will do a little better than IMUC's (10.1 months mPFS), say around 12 months mPFS, DCVax-L group will need to be 24 months mPFS. You actually think that's reasonable to expect?
What are the odds of that if the therapy is ineffectual (my assertion)? Like 1 in 100,000.
I'm pretty sure the potential return on such odds is not worth it. Nor could anyone's NPV sustain that sort of variance to find out.
Maybe my advice is not being solicited, nor respected here, but you guys are all much better off grabbing RUSL than NWBO. Short term this may actually run up a bit, but RUSL is a certain 10-bagger within 3 years. Why bother with this thing? Oil and the ruble will never be so suppressed again. There is also no contango to worry about like with USO, UCO, UWTI, etc. (stay away from them). And also no potential P3 failure to worry about. And a CLEAR 10-bagger. CLEAR! Could even be upwards of a 20-bagger on that surge. If oil hits $100/bbl+ even temporarily, and DXY (the USD) tests $70s at the same time, with the ruble rebounding and sanctions lifted, RUSL will be around $140 again. $6.84 right now.
GLTA. Gonna take another break from posting. Just felt like chiming in.
"Think for yourselves and let others enjoy the privilege to do so, too."
-Voltaire
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