Biotech Values

[ghmm]

Is there a risk that mean OS up till 2 years (or whatever point is selected) trends in favor of placebo? I vaguely recall in one HALO trial that seemed to be an issue when I was a shareholder (of HALO) I thought dosing may be tricky if for example weakening the extracellular matrix allowed the tumor to spread. How would regulators treat a drug that short-term may increase the risk of death but for a subset significantly increase survival?