Biotech Values

[iwfal]

But this doesn't seam to hold up (even as a speculative argument). The problem is that the "mature" subset curves seperate quite well by 26 weeks, while the ITT curves have no seperation through 1 year.

This is completely correct. You understand correctly how KM curves work. I made the same observation when the data first came out. For this reason, the odds that OS will be stat sig are not good.