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pqr

10/18/22 8:54 PM

#523004 RE: Maverick0408 #523002

Mav - what evidence do you offer - direct, indirect, by inference - that the impact of the journal is “baked into” the share price? I just do not see that. OTOH this Board is full of negative commentary much of which would be discredited or disproven by a JA. And we could have a little FOMO bump even if temporary, but not necessary so.

Doesn’t really matter of course as the JA will or will not issue, but IMO the case that the JA I’ll have no effect is insubstantial.

I certainly may be wrong but at least I suggest a rationale and some limited factual support for my opinion.
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meirluc

10/18/22 9:36 PM

#523012 RE: Maverick0408 #523002

Yes Maverick, there is plenty of compelling narrative around the data that was not highlighted nor released during the presentations at NYAS and by KA and LL because the results are explosively outstanding and have therefore been reserved for the JA.

It is a no brainer that the JA results will include OS results of the 99 placebos whose mOS is about 24 months from randomization. This stunning mOS was obtained despite the fact that about 35 of the 99 were never-DCax-L-treated patients whose mOS was below 12 months, It is therefore a no brainer that the 64 mOS of the roughly 64 crossovers was well north of 24 months.

I am pretty sure therefore that we will see a very compelling JA but agree with you that this trial has been slower than molasses.