Biotech Values

[iwfal]

EXEL -

Similarly we do not know whether cabazitaxel hit its required significance level at interim or DMC was worried about AEs and recommended continuation.

I agree with JQ - the HR on the OS was nowhere near constant. E.g. Much(!) better HR in the second half than in the first.

As a bull argument it is not unreasonable to assume that effect is a characteristic of the drug - and thus your comment is valid. But nonetheless I'd still be cautious.

FWIW.

Clark