The SNTA trial is not blinded. The company sure had the data in hand for weeks last time as they talked the stock from 4 to 8 w/ wall street analysts in June. No reason to believe anything different is happening this time.
Two key notes for me from Stifel
- final PFS data for phase 3 already pushed back from 1h2014 to 2014 (and didn't reiterate 2014 NDA)
- didn't show/discuss the subgroup data - are they reversing and considering phase 3 in all adeno? mentioned OS benefit in all adeno specifically this time
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