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steveporsche

05/20/07 10:53 AM

#3711 RE: walldiver #3710

Hi Wall - do you think .02 would be enough at the interim and why? Also any thoughts on the HBK 7.7% acquisition of DNDN stock. Thanks.

iwfal

05/20/07 11:06 AM

#3712 RE: walldiver #3710

it's possible that they could set the alpha as high as 0.02 for the interim look. That's what I would do.

That is so wildly different than what I do I would ask your assumptions. I know at least one area where you and I differ is the assumed validity of the 9901/2a Cox Regression, but where else?

Are you assuming the HR seen in the CR is the 'correct' HR?

Are you assuming that the Ego effect is not real? That 9901 and 2a were flukes and in reality both have constant HR?

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