Thanks, gpb. I didn't like the milestone slippage either - I think it caused the mini-selloff this week. I was more disappointed that there was no news imminent for Direct than I was on hearing that topline L results would be in the first half of 2015. I expected that date to slip all along. Since I think it will be a successful trial, I didn't see any reason to do anything either.
But it sounds as if your trial design analysis is very bullish - making a halt for efficacy a possibility at the 2nd interim, perhaps even an outside chance for a halt at this one. Is that correct?
A halt would negate any of the timeline slippage. Direct results would be a bonus, but not necessary to send the stock skyward if there's a recommendation to approve DCVax-L early.
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