What's your source for confirmation BMY didn't do a final SPA amendment to any ipi as the study arm? None of us at ASCO could get anyone nailed down one way or the other. Not saying you're not accurate, just curious as to how you know.
The evidence is slide #9 from BMY’a ASCO webcast on 7-Jun-2010 (http://www.bms.com/Documents/investors/ASCO_BMS_06_07_2010.pdf ). The slide clearly shows that Ipi+gp100 vs gp100 is the primary analysis, while Ipi (monotherapy) vs gp100 is the secondary analysis.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”