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Monday, February 06, 2017 9:35:13 PM
"On Friday the partial clinical hold was lifted by FDA"
The hold was on screening patients, right? What is the significance of removing the hold at this point, past PFS target number of events threshold?
Were the provisions of the hold that screening stop until they reach that target at which point screening would stop anyway?
No... screening would have stopped relative to reaching the original enrollment target. Not a function of events...
But I believe that the whales will be scrutinizing this statement. I think that the clinical hold was a huge factor in dropping the price. Not saying the largest, but it was up there. So if the lifting of the hold is real, and as significant as one might infer, then SP recovery here, with no further news should be substantial. But whales become whales by not biting on hooks out of reflex. They study the news. AF will claim the lift means nothing. Smith will likely have an accurate interpretation, but will they trust Smith? Who will they trust?
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