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GD

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Alias Born 07/12/2002

GD

Re: None

Wednesday, 11/27/2019 12:20:07 PM

Wednesday, November 27, 2019 12:20:07 PM

Post# of 16750
I was looking for some thing close to this for the first interim look:

"Tecentriq in combination with Avastin reduced the risk of death (OS) by 42% (hazard ratio [HR]=0.58; 95% CI: 0.42-0.79; p=0.0006) "

Well, I guess OPTIMA does not out perform the HEAT subgroup
data, and the best we can see HR =0.65 to 0.7 with the second
interim look. If second look stop for efficacy, I expect CLSN
to partner for Asian market or buyout. I bought my full position
back. One thing is for sure, what ever the first look HR is,
it will be the second look and final HR, only thing may change
is the P value, more the events, lower the P value.

https://www.businesswire.com/news/home/20191122005376/en

https://www.fiercepharma.com/marketing/roche-aims-for-bayer-s-liver-cancer-share-tecentriq-avastin-survival-win?mkt_tok=eyJpIjoiWldKak56Y3hNR05pTnpKaCIsInQiOiJYSStoeWR0MW83Rk5hbTAzQ2xvQ2M0NVVGVjNCcmF3TkREUDJTbXdIN1Blcm5lVkhOQUN1aWxoc2RjdXFcLzU1TEZnTlcxWnpaZmRBVkZ3eWxWeUlcL2FxRkNzSGZlSldBempUYnFrc0Y5MTEwb25PSzByUjlnZkpzcVk3UzIxVkhWIn0%3D&mrkid=47116683