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Re: p3analyze post# 4074

Monday, 06/04/2007 8:35:05 PM

Monday, June 04, 2007 8:35:05 PM

Post# of 12660
>…how do you know [symptomatic vs asymptomatic] would necessarily be unbalanced between the two arms?<

This is immaterial to what I’ve been talking about.

>…how do you know that minimal symptomatic would necessarily be a prognostic factor of overall survival? You don't, and it wasn't.<

This, too, is immaterial to what I’ve been talking about.

The issue is not whether the distinction between symptomatic and asymptomatic will end up mattering. Rather, the issues are whether the Halabi data presented at the BofA conference are credible and to what extent they may be influencing investors’ expectations for the probability of success in 9902b.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
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