I think we got the answer to this question at the ASM when Linda said they were doing a blinded sweep of data (however she put it) every spring since 2015 and would do one again this spring, and she indicated a chance of ending the trial after this spring refresh.
I truly believe that the company thought they would be wrapping this trial up last spring. Everything points to that belief. They scheduled conferences, the first EAMS pricing was scheduled to begin last spring. They had ramped up manufacturing that looked like it would be ready, at least in Memphis, for commercialization last year. But then they didn’t reach OS for the last data refresh. Patients were living longer. Have we heard that before? Linda said the same thing again at the ASM, and the manner in which she was quoted as saying it gave me the impression that patients were living far longer than the company expected. Just my take on that comment. Perhaps somebody who was there can come up with that quote again for us. I found it very interesting when I read it.
So I think they moved things forward a year, deciding at the same time to see if that long tail of surviving patients could live yet another year and give them that extra homer in. Perhaps that’s about when Linda and Les learned of ASCO designation for a great immunotherapy trial result, as Flipper share with us the other day.
As for the company not endorsing the comments made by Boshie and Larry Smith...well I went back and checked Dr. Bosch’s presentation and the slide read: “Third Party Observations (not specifically endorsed by the company). I take that to mean that they didn’t get it 100% correct, but it was close enough to earn a slide in Dr. Bosch’s presentation.