Sunday, July 15, 2018 11:15:07 PM
However, while I see the vaccine working, to some relatively minimal extent, on the cross over group, I do think we might see SS curve differentials. Both M+ and M- show impressive results but significant separation when looking at stated controls and then blended results. While I cannot understand how mesenchymal fits into the M+/M- groupings, Liau/Prins have seen from their own studies that the vaccine works well with mesenchymal because it is immunogenic and Liau further believes, with good reason, that patients seem to be living longer.
I do agree with your views on meth. It looks like a home run. This alone would be a basis for approval for a rather large sub-grouping. We also see that the vaccine works to varying degrees on all subgroups which increases the odds for blanket approval. The spring refresh 2018 should confirm and provide even stronger blended results. From what I can see, we are in a good place. I think we will most probably see unblinding toward the end of this year. I also believe we will get an update from the spring refresh and other newsworthy PRs between August and unblinding to keep the pps from collapsing. I also believe LP has relatively significant funding in place and will announce it as one of the business items she alluded to at ASCO. I think funds will come from a refi of Sawston. JMHO.
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