Yes, we are scratching our heads why the agency didn't think an ORR of 43% wasn't substantially better than a combo ORR of 23%. My thoughts go to Dr Heymach at WL 2017 being asked by Adnam Butt (sp) "What is clinically meaningful" he stated
and what reverberates through my mind is another Q by Adnam Butt at WL 2018 asking about ITT vs "evaluable" and Dr H responding
This somewhat dovetails w missing data on patients (i.e. LTFU). Somewhat suggestive but no way conclusive.
Anyhows, we can look forward to data this year and we know for a fact from Dr Hs comment at WL 2018 that if they did 1m scans they would have had a ORR of 55%. And we can see from simply looking at slide 7 of the Spectrum Presentation that the DOR would be longer by about a month. Those are facts in my book even though not in concrete terms.