My bet is he is seriously wrong regardless of direction (though I know he is long).
The trial will not hit stat sig.
With the ability to spin the PR data combined with the "near miss is good enough" effect the PR data will support a resubmission.
Net is that everybody buying overpriced options will eat them.
BTW, do people realize how large an increase of HR is in the 20 -> 22% number that DNDN states? It is well past what could happen due to any treatment effect and would need a ton of luck.
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