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Re: biosectinvestor post# 211809

Friday, 02/01/2019 4:31:52 PM

Friday, February 01, 2019 4:31:52 PM

Post# of 699482
Thanks Bio, and I fully understand this. My belief is that there was pressure on NWBO to unblind due to PFS improvement over SOC at that time. I also believe that the PFS separation would not have been so great as to challenge Novocure's tampered with early separation figures and it would have therefor been difficult for NWBO to be seen as a global solution/leader for GBM sufferers. It would have suited BP and competitors such as Novocure to unblind on lukewarm PFS figures, however LL and other scientists close to LP would have recommended to continue forward because there were so many more longer term survivors than previously seen. The yearly scrubs revealed these figures to be growing and it was then decided to make sure all patients reached 36 months to show true OS that would then establish DCVAX-L as the primary choice for all cancer sufferers.
The short game has always been to unblind early. That battle has been lost and I believe NWBO are about to reveal results that will change the course of oncology.
Topline will signal the end for Novocure in GBM that is for sure.
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