CP, I believe many folks (including myself) are interpreting King's statement back in February to indicate that they would be looking for subsets of patients where Bavi did succeed. With that being the case it is POSSIBLE that the Biomarker has identified a subset of the population where Bavi is more efficacious.
I believe that IF the above proves true, it may still prove to be very good news - provided the Biomarker applies to a large enough group of people.
No, you are jumping to the wrong conclusion when you believe he suspected a portion of the patients caused the triggering. It was the futility of the entire patient population that caused the triggering. King (as any biopharm would do) went in to analyze the data and found a nugget of positive data. on the 10th, we will learn how big that nugget is, but we know it isn't across the entire patient population.