Correct, he would have. There were some instances of disease stability and even regression in the Phase 1, but nothing you could hang your hat on. Folks were skeptical given the half-life and dosing regimen, understandably so. Some here felt the Phase 1 'proved' efficacy, but cancers are too unpredictable to assume that.
Our management is promotional (rightly so), so when they don't say something it's often a purposeful omission. There was no mention of tumor response in the limited Phase 2A; it is very reasonable to infer there was none. You don't completely halt a trial that was successfully treating a deadly condition. These guys wouldn't for that reason and more.