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Wednesday, January 25, 2017 11:31:56 AM
I am hesitant to pump the stock at this point due to the bad karma of having added to the reasons to buy or even hold, if all goes to hell.
However;
If they are waiting on the OS endpoint, then they can't PR that. You can't say, we are waiting for the next patient to die. You just can't say that.
So... as usual, there is a feasible explanation that is not about the trial being a mess... not that there aren't a dozen equally feasible horrible explanations, but, once again, not all explanations are horrible.
In fact, in spite of the trial primary measure being PFS, LL's infamous statement about patients living longer was just that... about patients living longer being bad for the trial, not about PFS. Why would that be bad for the trial if OS didn't matter? You might say that of course OS matters... but I don't think that is a given. But, it would appear that is the case based on LL's statement.
And LL said this some time ago, so that is a little mysterious. Was it always the plan to have OS as the confirmatory? One would think not with the crossover options.
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