Nuke, recall that all PPHM's ISTs are open-label
for the Phase I, I/b, and II trials in Breast (Her-2 negative with Paclitaxel), Stage IV NSCLC (with carboplatin and permetrexed),and Liver HCC (with sorafenib), respectively. Enrollment for those trials is already complete. PPHM has data and is already studying clinical responses.
It's up to them whether they want to share this trial data with negotiators at the table. These are HUMAN trials with HUMAN results, which I agree, are paramount.
Always remember GILD what did with Pharmhasset's phase II data. GILD saw what it wanted, and struck quickly and without hesitation. For $12 billion. For one drug. For one indication.
Regards,
Joe