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Hbpainter

06/22/18 11:40 AM

#179169 RE: alphapuppy #179166

Did you mean conga up?

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flipper44

06/22/18 11:44 AM

#179170 RE: alphapuppy #179166

The gravy train you refer to is probably the observation LP has accumulated so many shares with more complete knowledge than retail. She did it via debt financing.

If she had to face a CC, she’d almost certainly say the decision to unblind is out of her hands, and really falls to the SAB. The SAB might state they were awaiting 36 months from last randomized patient because the blended mOS for methylated MGMT was 34.7 months as of the interim March 2017 data cutoff, and NICE is willing to consider/highlight subgroups as particularly suited for therapy. To me, after this data collection, there is no reason to continue the blind.

(The whole bigger fatter curve/tail mantra is illogical, because no particular year of enrollees impacts the survival curve different than other years.)
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marzan

06/22/18 11:54 AM

#179172 RE: alphapuppy #179166

I think LP et al want to trap the shorts no mercy but do everything behind the screen that they are multitasking simultaneously. Spring Refresh data analysis must have been completed by now. They should be ready to unblinding as we speak.
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TopelRoad

06/22/18 11:21 PM

#179268 RE: alphapuppy #179166

Mmm, if I remember the open label arm for rapid progression patients, about 25% were alive for the first 2 years and then events increased. I wonder if NWBO is modeling using the open label arms to estimate placebo OS? I'd like to have more context. But, I think the pattern of survival has likely developed.