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Monday, 06/13/2016 11:05:31 AM

Monday, June 13, 2016 11:05:31 AM

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The Feurstein tweets(and others) over the weekend scared me concerning the ovarian cancer data set presented. He talked about the censoring of patients in the ovarian cancer data set left of the median. He and others biotech guys on twitter also raised my eyebrow on the rGBM data set presented.... Scared my weak hands. Nice gain of 10K from my entering point. I might be back if I can counter their logic, but out of the stock for now. If you look at the KM plot on the ovarian data presented at ASCO, you'll notice a lot of censoring of patients left of the 800 day mark. Feurstein's argument is this makes the OS numbers suspect.

More important, as to the rGBM phase II trial. If you look at the initial poster at ASCO from the phase I/11 rGBM trial, the combination arm initially yielded 12 months OS, but then a year later, up to 15 months. There was also a changing of the statistical measurements of the trial, changing of the primary endpoint, and other oddities I've learned over the weekend that freaked me out.

I may be back into the stock when I can learn more that might counter this bearish thesis. David
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