sunstrar, nice post. Two things.
Roche/Genentech's Atezolizumab, IMO, is the real competitor of AstraZeneca's Durvalumab with which, for now, PPHM claims that they'll start clinical trial in combination with bavituximab. They are both anti-PD-L1. However Pfizer chose PD-L1 too.
Dr. Prof. Johan Van Steenkiste - Univ. Leuven - Flanders (mentioned several times on here before) is a big supporter of PD-L1 now (while he was more involved with BMY PD-1 before) and steered ship direction Roche/Genentech.
I personally have good grounds to prefer anti-PD-L1 targeting over anti-PD-1, I made that point in the past and explained why. Therefor I think anti-PD-1 will not hold over time if anti-PD-L1 combo's surface.
In your post look at the control arm Docetaxel alone, just like with Opdivo vs Docetaxel alone, the control arms of actually VERY BIG clinical trials of BMY/Roche are all below the historical 10 Months. In the Opdivo trial it was 9.4 and in Roche/genentech's it is 9.7.
So if PPHM says that in Sunrise the Docetaxel control arm drastically outperformed then rest assured that that we are not talking about 10 or 10.5 months. Well actually after the presentation the guessing will be over.
Then to have, even if it where a sub-group, a statistical significant survival of Bavi+Doce over Doce alone would point to an UNSEEN performance increase.
Does anybody even has an idea what it takes to just become stat. sig. on a MEANINGFUL improvement on a NORMAL control arm?
However, IF PPHM can start commercial sales even on a sub-group of NSCLC patients then the drug will be on the market and can be prescribed. It will then not take much to have, as some one suggested, in parallel a confirmational small clinical trial that uses biomarkers to shorten the execution track.
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