What's your take gr8?
The glass half murky might argue the eventing is occurring too fast to suggest a clear cut distinction from what we would expect with just Avastin, meaning both arms might be acting like Avastin. Bad news. But in order to really nail down this issue you would have to know the rate of enrollment, when the 50 % threshold hits? drop out rates? only the company knows. I wonder if Dror will elaborate more at the next earning call?
Other variables the company does not know but can guesstimate .... is the avastin only arm acting as the avasin only arm should act... 8-9 months overall survival ? and how is the VB-111 arm acting? 8-15 months. 8 months it doesn't work versus 15 months fantastic, or something in-between as I suspect.
I'm cautiously optimistic.
You can see the company has a lot riding on this. Binary event. The interim at 40 % of deaths--or more--when 50 % of patients have completed 12 months of potential study time means that beating futility does have added meaning.
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