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Tuesday, June 06, 2017 9:24:26 PM
Your estimates of blended mOS and mPFS sound great to me. I know you and others have done a lot of work modeling these things. Sounds like you were very close in all your estimates.
But to what extent do you discount this projected gain in blended efficacy over historical, due to enrollment/continuation criterion for DCVax-L? I am sure you and AVII (as well as RK and others) have debated the issue. Did you ever come to any consensus? How many months of blended efficacy would AVII likely attribute to the trial design?
Since there is a potential net dampening in spirit here I will counter with a more positive issue. The fact that they are talking about Direct with a CI for some cancers is very good news to me. If real, and I chose to believe it is real, then it means that there is no plan for Cognate to steal Direct from dying NWBO. (Direct + a CI makes a lot of sense to me.)
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