Celsion Corporation (CLSN)

[sdtrond]

Argh ... so you give me several links, one of which supposedly tells me that better docs and equipment doesn't lead to better outcomes. It's a ~30 minute presentation and I listened to the first 9 without hearing anything new. If you can give even a range of when to listen, it'd be nice.

Poon is good to listen to, btw - obvious why he's the Man in the Asian world when it comes to lead Dr.

I note you harp quite a bit on the 50% recurrence. I have no issues with that - it is WHEN that recurrence happens at question here.

I'll concur that there's one place where we'll see a lot of early PFS failures - when the second ablation attempt fails those patients will have PFS = 0 and will certainly drive the median lower than it "should" be.

Here's the ultimate problem with having a PFS lower than 12: Based on enrollment, you simply can't fit the necessary numbers into the 219 events known to have occurred around late Sept-2011 and the 380th around 11/9/12. If the 350 placebo patients had a median PFS of 10, we'd have hit 219 much earlier and the 380 MUCH earlier. Unless you want to argue that TDox is having an effect that lends somewhere around a 45-55 month PFS, on those same size tumors that RFA is NOT as effective on?

I'll listen to the other presentations you linked tomorrow, and whatever cc's I can stomach again.... but you haven't convinced me and I probably won't convince you. We're both bullish, so if you're right and it's 7v60, AWESOME.