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Monday, September 25, 2017 10:49:13 AM
Hmm. I still do not see how "embargo" explains the very vague 8K.
What is the point of Linda speaking at a conference if there's nothing new for her to share?
Interim??
To a certain point in time data.
I thought we were awaiting word of data lock and "final" results ... not merely some kind of interim results.
Well... we are. But there it all gets a bit fuzzy - meaning exactly what is to be data locked and when is it to be data locked?
I am also still confused about this report that Bosch has hinted at.
If this report is only going to do some "analysis" on blinded data, how much impact or how detailed could this even be?
Well this all my opinion of course, but the fact that the company is anticipating "interim blinded data" strongly suggests that this will be the content contained in the report. Given that, it's likely Linda thought this "interim blinded data" would be out by the time SMi rolled into town, and instead, it's not. As for how much detail and impact it will have, I would guess that would first depend upon the actual "interim blinded data" shared; and second, what the impact factor is for whatever journal it's being shared in.
Does this imply we will need to wait "a lot longer" before final & unblinded results will be reported?
No necessarily. But it seems we do have to wait for this "anticipated" publication with "blinded interim data" before the company will fill us in. Perhaps they think the investigators are better presenters and will receive a wider listen than if the company said it first. No one wants Dr. Buzdar to show up again, do they? I think the shorts schooled Linda on that one. No rosy colored glasses allowed around them!
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