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biosectinvestor

09/03/17 8:14 PM

#132908 RE: HappyLibrarian #132895

This is giving you comfort huh?
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kabunushi

09/03/17 9:00 PM

#132914 RE: HappyLibrarian #132895

Except that here we are talking specifically about a paper coauthored by LL and other PIs, (including more like her who are well recognized top expert researchers in this field). Being as it's their paper it seems highly unlikely to be rejected by a journal nor to require major corrections, hence random worst case projections seem quite inappropriate imo. This is just one example and in this instance, I think you are inappropriately overgeneralizing and siding with those who delight in bashing.

I quite appreciate the frustration with things going more slowly than you would like but I think one should still make an effort to be fair and understand the dynamic - for the 2015 cohort, it's still early with regard to how well the tail effects and separation of KM curve from SOC. Even though the results are hopefully very clear by now, there is clearly a tension between unblinding asap and letting the trial run as long as possible to maximize demonstration of OS effect, and possibly even mPFS. As long as they can continue to fund their operations they seem to be motivated to continue letting the trial run. Investor frustration with an in the toilet stock price should not lead to wild lashing out at management, jmo.