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Re: kabunushi post# 124069

Wednesday, 06/28/2017 9:55:20 PM

Wednesday, June 28, 2017 9:55:20 PM

Post# of 689037
Look at the slide on page 27 of the Dr B presentation to see it is the source of the Direct comps.

And here is the actual paper.

BTW, on the OS model/numbers game I agree with you that the hard part is splitting the blended number. The only way to do this is assume what SOC would have done in the population. This is very subjective, as there is not enough data. But my "guestimate" was SOC would be likely be a bit over 20 months. This is why, despite all my other negative views here, I would not be surprised if OS actually comes out with good numbers.
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