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Re: sentiment_stocks post# 162212

Tuesday, 03/13/2018 3:02:15 PM

Tuesday, March 13, 2018 3:02:15 PM

Post# of 704661
Senti, here is the entire Meifud posting on Yahoo. It is stated as fact, but I consider it gossip, rumor and innuendo. The parts I highlighted are tips to me me it might have been AF's doings.

publication will be in the Journal of Cancer Research and Clinical Oncology (which is in Germany), and will share how the trial was designed, how patients were screened, how pseudoprogression diagnosis has been complicated by reaction to the vaccine, why the trial was redesigned and expanded, etc., and a lot of numbers from a year ago will appear again but with the caveat that comparison with the average survival of GBM patients has to factor in the screening criteria applied to phase III enrollees that was not applied to the general population of GBM patientswith the control group effectively gone via compassionate crossover the plan now is to compare the survival rate of patients in the phase III with the general population of GBM patients. however doing so presents a problem in that the phase III patients had to meet criteria including proof there was no progression following resection. this was not true of the general population of GBM patients. so comparison between the two would be distorted and would show pseudo success for the phase III patients. (He's overselling bear case through false equivalence)
what this means is that the encouraging numbers advertised at ASCO last year are more likely attributable to careful screening to specific criteria to ensure only the 'best' patients were enrolled in the phase III -- which means the fact some patients are still alive does not necessarily mean the vaccine is working (He's overselling bear case through exaggeration)
sorry to burst your bubble but you are too closed-minded to let that happen anyhow -- Meifud



The fact that he oversells the challenges of matching historical to the Phase three trial is a clue. Also, historically, most trials in this area remove early progressors. Also, the Journal is in Germany, and we know how AF likes to tease about Germany. Nonetheless, I'm not saying the Journal is incorrect, I'm saying we don't know if it's correct.

If the Journal is correct, which is not known, I guess we should also add to the watchlist that German conference Dr. Bosch once presented at, coming up March 19-21. http://itoc-conference.eu Does not look like abstracts were released. Doubt this will be the venue for anything this year.

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