Monday, May 09, 2022 3:23:23 PM
1. NWBO did not put out a PR just to answer the Academy Email that morning stating "exciting updates" about the P3 trial. If it was just to give LL some press, they would not have said P3 trial presentation in the title when the original title did not. They are more careful than that.
2. I also cannot believe they would allow LL to talk about the P3 trial 19+ months post data lock and say TLD is coming. I do not believe she would do it. Quiet period ends at TLD, IMO.
3. There have been multiple assumptive (?) responses stating TLD will be presented. Cloughesy, updated article. Loose lips or guessing? Doubt the latter.
4. I believe the TLD will be better than Interim data. That improvement, along with Meth/Unmeth/IDH stats and crossover data, will be statistically significant in multiple endpoints. They know this. They made this long, exhaustive plan around this info.
That said, I'm 90% sure we get TLD PR and presentation tomorrow.
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