Biotech Values

[iwfal]

This analysis seems to support control PFS near management's 12 month estimate

Agreed that the trial you've found seems a reasonable match to control arm of the thermodox trial. But now you need to explain the HUGE disparity between this trial and the other one (as you point out it is really a study - but regardless is of the same population and treatment so ought to come out close to the same.). Otherwise how do you pick?

PS Beware the SPA - DCTH also had an SPA with a similar kind of endpoint and was stat sig, but received a refusal to file from the FDA (allegedly over manufacturing types of issues)