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Re: sentiment_stocks post# 191145

Monday, 09/24/2018 7:38:42 PM

Monday, September 24, 2018 7:38:42 PM

Post# of 698578
The problem with this:

"That seems pretty extraordinary given that includes both treatment and control patients."

is that the issue has always been that it doesn't matter how the population as a whole does---it's whether the ITT population does much better than control. So, if say 28% ITT live to 36 months, that's great, but it means nothing if ~25% of the control also lived to 36 mo.

I'm long on this, but I don't get the hype around these numbers, since none of them can parse out control and treated. Comparing to historical SOC, sure they look great, but we all know we selected candidates different than the general population.
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