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Rkmatters

04/09/15 11:50 AM

#32875 RE: HappyLibrarian #32867

LOL, yes, let's enjoy Spring and Summer first, pretty please. :)

Under AACR embargo rules, assuming they decide to provide at that conference, they can provide a Direct PR overall trial update over the summer; hence a true timeline. However, the data laid out for all to see would fall under embargo.

As investors, we should want the data to age properly. We should want the reveal to show the most it can from the data. That to me is not unreasonable. Now what is a reasonable time after the last vaccine treatment to allow it time to work, well I would imagine 2 months would take care of any bulge, then decrease issue.

Personally, my perspective is that the Ph II trial delay is not a bad thing. Incorporate the learnings on Ph I, and then roll-out multi-country (maybe). Anyway, we have no complete insight to what they're doing, and so it comes down to trust or not trust.

What I found most interesting about today, is that I could have sworn I heard Les mention DCVax-L enrollment would be done sometime in late fall/early next year depending how it moves along in Europe. I'm not sure of the exact words. I was interrupted with a work call, so I had to jump off, and then back on. Did anyone else here that?