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Re: sentiment_stocks post# 282686

Friday, 05/15/2020 5:19:24 AM

Friday, May 15, 2020 5:19:24 AM

Post# of 704699
Yes indeed. You would have to look beyond the inclusion / exclusion criteria, and closely examine actual patient make-up, which we cannot do.
What is the mean age of these 52 patients?
How many had a total resection? (Only small amount of residual tumor allowed.)
What was the actual mean KPS?
Do they have a 50 / 50 gender split? Men do worse in GBM (and Covid-19!)
Do they have more than 5% with IDH mutation?

These are effectively hand-picked, good bet patients, receiving best attention.
Not blaming them. It's what everybody does.

The other thing worth noting is that they could have, but didn't, quote PFS12.
So you might have 85% alive at a year, but how many of those are progression-free?
We can see from their blurb that 25% of unmeth had already progressed by 6 months, though 84.4% were still alive at 12 months. My guess would be that anything between 40 and 70% of the unmeth patients had progressed by the 1yr mark.
If the PFS12 had remained impressive, they would have told us what that figure was, and they didn't!

They stated themselves that:-

Currently, the median overall survival with standard of care therapy, which includes radiation and chemotherapy (temozolomide: TMZ), is approximately 15 to 22 months.


And if you take the mid-point of 18.5 months, then that's their first target. And we don't know if they will necessarily surpass that, though there will be something badly wrong if they don't.

One would expect quite a lot of mortality between 12 months and 24 months.

Will they even match the DCVax trial blended OS24 of 32.6% for unmeth and 66.6% for meth?
Maybe, maybe not.
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