Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Actually, I do believe Rolontis hit its superiority secondary endpoint whereas previously I stated

I think it has a much better than a puncher’s chance to hit it.

Why?

1) As previously stated, the P3 dose is 90% of the P2 dose that did reach its p-value for Superiority so it's not a stretch to see 90% of the dose hitting it

2) the P2 trial only had 36 patients whereas the P3 Big Pharma'd it (i.e. lots of patients) with around 400 pts which makes it way way easier to reach Statistical Sig.

3) JT seems to be acting a lot more confident lately when discussing Rolontis at recent CCs. For instance, at the RBC Capital Markets CC on Feb 22, JT in answering a question regarding competing with Rolontis states "we plan on competing with them [biosimilars] and the only thing I'll tell you without telling all the secrets we have is that we know we can compete..." Folks, I think he's telling us that they hit on the Superiority secondary endpoint. He knows.