Tuesday, June 04, 2019 2:42:41 PM
Good job. I think many longs saw the set up for a sell off with the priming of expectations for ASCO but most did not buy into the front end. I stated that I believed ASCO was too tight of a window for what I think NWBO thinks makes sense with regard to a balance between business and relative strength of data analysis with product validation decisions. Submission of the SAP should happen by August based on the number of remaining queries and acceptance should happen by September if there are no major changes to be made. An earlier surprise would be nice but should not be expected. By the way, I think MI Dendream let his experience get the best of him on this. I believe NWBO has been buying time to gain improved statistical significance for new ancillary markers being introduced as evidence of correlation to benefit and perhaps even projected outcomes. That kind of evidence would be highly useful for determining best patient treatment options on a more individualized basis and help speed up future trials. Best wishes.
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