It was always a speculation based on phase I results, and I don't think the CC clouded the data to date. ... I get why the company is not jumping into trials ahead of accruing some more data.
Disagree - the cancellation of the PV trial without explanation adds murk IMO, and when added to the paucity of data out of the ET trial (there are at least 3 important aspects of ET, two of which overlap with PV. And the ET paper was silent on the PV-overlap data (spleen size and symptoms).) I think it is a very good bet that the PV trial had some significant issues.
The real problem with that is that, if anything, MF has more in common with PV than with ET. So if PV was a bust... .
Note, of course, that they COULD have other reasons for lack of data and cancelling the PV trial. But, in general, lack of data provided by a biotech means something bad - and given the example in GERN, they are no exception.
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