Replies to post #42499 on Biotech Values

[DewDiligence]

GTOP – This might be a record for cumulative CC’s held to discuss blinded data.

[DewDiligence]

GTOP – It’s possible for efficacy metrics to improve over
time even while K-M curves flatten out. On today’s CC,
GTOP’s CEO tried to explain this to an abrasive shortseller
who either didn’t get it or pretended not to.



Consider the make-believe K-M curves shown above, where
red is the active arm and blue is the control arm. Between time
points T1 and T2, the curves get flatter; however, the efficacy
metrics could be better when measured after an elapsed time
of T2 than when measured after an elapsed time of T1.