AVII,
This has been my investment theory since Aug 2015 which has led me and friends
/family willing to listen to my 30 minute stump to sextuple our holdings. See post 142426 re: what I believe transpired back then. All of the bread crumbs have substantiated this theory since, but yesterday’s enrollment data confirmed this in my mind.
If you have an alternate theory as to why only previously consented patients could finish out enrollment and then they were only offered treatment per regulator mandate, then I am all ears. I don’t believe another story that fits everything we know exists.
PFS is in the bank, and the enrichment of the treatment arm with 15% more patients adds to the size and power of the treatment arm, thus increasing likelihood of OS separation statistically, making for a very fat tail.