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tarius729

07/11/19 2:30 AM

#23246 RE: lightrock #23245

exactly. if it's showing significant improvement of like 20% over soc by the time they meet again in aug or sept they damn well better stop it

I def agree as of the last IDMC that we were close but not over 10%

and I maintain that the insider buy at $6.86 was made because their internal spreadsheets or maybe a cro wink and a nod indicated 10% as of that moment

mikedel

07/11/19 8:35 AM

#23252 RE: lightrock #23245

For my ultra conservative analysis I used SOC 55% after 3.3yrs, 50% for 4yrs and 45% for 5 yrs. Used 50% for LI for 4/5 yrs. Also scaled 144 non evaluable subjects by -15% in 4/5 yr groups. The reported 3 yr survivability rate is a median, half on each side so I added 3 months. Therefore, my numbers are time shifted form your analysis. August is when my analysis indicates 10% success.

The study s/b reported when >157 subjects have passed in "either" control group. Continuance would only serve to determine degree of success or failure. I would suspect the FDA would consider this.