He also states that if the signal were merely a doubling of PFS at this early stage of the trial, he does not think they would feel comfortable in making this kind of announcement (about the signal in the two sub-groups) at such an early stage of the game. He adds that the signal is extremely strong.
This is a strange way for a company to describe the situation and I would certainly hope they'd checked internally before saying it this way. Note also he didn't bat an eye when one questioner actually (obliquely) threatened a lawsuit over the lack of data - he just explained that the PR yesterday was about moving to ph iii and the color on that decision.