Biotech Values

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AZN added OS co-primary endpoint to MYSTIC in Feb2016, enrolled additional patients to maintain proper power, well before any IO 1st line NSCLC ph3 results. They floated PD-L1+ amendment ever since BMY CM024 result. Now it is official, only new disclosure today is it maintains durva + treme combo in overall population endpoint, which is long shot. Only questions left are PD-L1 cutoff and alpha allocations between PFS and OS.