Biotech Values

[TastyTheElf]

Nono and TGW both agree that Kirkman has said they were using OBF.

Yes, Kirkman said OBF (past conference somewhere). Today's ocmments at the Cowen conference in Boston do support the idea that it's OBF but with lower alpha spent on it.... he described the hurdle at the 2nd interim as "even more stringent than usual".

Iwfal, I want to publicly acknowledge that the odds are now dramatically in your favor with regard to our wager. The jury is still technically out, of course.

But unless there are "unkunks" here that dramatically alter the enrollment curve, it's hard to imagine the control arm having MST less than 23 months. I don't think a 20-month survival advantage is off the table at the final, but the odds are clearly against that as well.

Regards,
TGW