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ghmm

04/03/15 12:37 PM

#189528 RE: DewDiligence #189527

OCRX:

I think it was BMO that had a note that said the upsizing in the trial would increase the power. I am not a stats guru but if the effect size is smaller unless they increased the n significantly more than necessary I don't see how the power could be higher.

I didn't notice any mention of it in the press release so I don't know if its sloppy analysis or they talked to management.

I don't have the report I got thanks to a tweet by @dougheuringaria who is a great follow for information!

https://pbs.twimg.com/media/CBlZQRBVEAIL_rk.jpg:large
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DewDiligence

04/20/15 11:16 AM

#190169 RE: DewDiligence #189527

OCRX continues to find support in the high 3s. The EV is simply too cheap for it to fall lower than that, IMO.