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Re: Jesse James III post# 4280

Monday, 02/10/2014 4:45:47 PM

Monday, February 10, 2014 4:45:47 PM

Post# of 700544
I think you have some valid points, and they tie in nicely with the point someone else made that Linda did not mention that early 2015 is the expected end date for the L trial during this presentation. Instead she emphasized that their trial design was statistically cushioned by only needing to demonstrate 6 months PFS improvement….etc.

I would point out that when she states they are "encouraged" by the Direct phase 1 trial thus far, they are in fact following through with an early update. Even if we have to wait until ASCO for the next update, today's trial update would make their proposed timeline accurate from the last presentation -- that we would get an update soon, then in the spring, summer and fall.

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