At least someone that takes into account both scenarios.
It would be curious to see if the SP takes some interesting traction as time goes by, given that OS of the PIII trial will result in better outcome.
But right now my main focus is on two issues:
1) Why didn't they disclose Direct results so far? It's quite obvious to me that those results will amplify the perception investors will have about possible success of L...so the more time it passes that results aren't disclosed, the more I have doubts;
2) Why didn't they disclose terms of the combo BMS trial? Listed on clinicaltrials.gov since months now, IMO possible terms finalising, but still...no news.