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Re: lightrock post# 38144

Monday, 05/24/2021 10:06:54 PM

Monday, May 24, 2021 10:06:54 PM

Post# of 43784
Interesting perspective. Thanks for sharing that. I remember some discussion here awhile ago, probably last year, about the possibility of them slightly hitting below 10% OS improvement, and if MK could still be approved. I have seen a few interviews with Geert where he has mentioned that aside from seeing a 33% improvement in OS in the last P2 trial, that many of the patients reported improved ease of swallowing and eating, reduced pain, etc., and your comments are in line with that.

I also remember one interview with Geert that I watched, some years ago, where, while discussing the endpoints of the P3 trial, he mentioned that some cancer treatments were only able to show 3-5% improvement in OS, and were still approved by the FDA. I would hope that, if the MK P3 trial came up a percent or two short, that still showing a ~8% or so improvement in OS would be enough for it to get to market. I do fear that the stock price would take a nose dive, though, at least initially...

Anyway, glad you're still with us.
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