This next concall/quarterly is the last possible time for them to present proof/data to backup their statements. Add to the lack of any data; the disappearance of Garnick, the plunge without recovery of shareprice and there is no other reasonable conclusion than bavi just straight up failed - again.
Yea they weren't confusing. They said Opdivo performed generally as expected as did chemotherapy. Opdivo just didn't perform well enough. I guess "generally" as expected is not good enough to beat chemo which performed as expected.
Nothing about a outperforming control arm. Just they are surprised Keytruda did as well as it did.
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