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Tuesday, October 06, 2020 2:47:03 PM
Awhile back I said DL would be non-eventful binary event. Yes, it's a milestone, but it was a milestone that we knew would eventually happen. And in the meantime, we tried to tell ourselves that it really mattered and argued about the timing and delays. In the meantime, NWBio didn't care about these frustrations (yes, I too was frustrated by the delays and ill communication). DI was put in place to run interference and provide no info. I believe DI will remain blinded to right before TLD. Should he become unblinded, he exposes himself for accidently revealing anything. That way, talks to investors but he's safe since he most likely doesn't know anything specific to TLD.
So here we are, two days into DL. We saw a spike up and one down, back to where we were last Friday. Binary milestone met. Nothing to see here. Please move on.
This has all come down to the important milestones. IMO, I anticipate publication via high impact journal and corresponding PR ahead of SNO (11/20), so maybe early November. Then LL can unravel what it all means including her position on how PFS/OS should be viewed (especially if the PFS endpoint is missed). LL will be important to make sense of why this was a 13-year study, why the study was stopped, etc.
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