With an aggressive cost cutting approach and logical plan to progress the bavi platform into the appropriate area, they still can win this game. The drug works and it appears to work in a compelling way. Now does management have what it takes to deliver a successful result? Let's see what they come up with. This game is far from over. If you have lost faith that is understandable but you are giving them a pass. The drug works. Now they "need" to do what is necessary to bring it to fruition. Let's see what they come up with. This next conference call will be telling.
the trial yes for previously stated reasons and assumptions as to why...
but for some reason the powers that be indicates the patients could continue taking a "bad drug that failed" ... doesn't add up
if bavi trial powered for 2 month dif over control group and mgmt says trial was designed to reflect latest OS data for control group at time being (about 9.5 to 10.4 months) so my guess is bavi was projected at 13 plus months. i don't think mgmt would be that stupid to start something with no margin for error...
and pr says control group dramatically outperformed latest data sets (10 or so months) so 12 months? and bavi failed cause it didn't beat control by two months?
so bavi would have had to be at 14 months to be a winner?
opdivo was approved based on 12.2 months vs 9.4 months control on early look in
huge implications imo on continuing "study" or "trial"
and the data (if my reasoning is on target) is in high demand right now