Median Projected OS from Halabi Nomogram in months, as reported by Dr. Gold on the recent Bank of America webcast:
9901 is in green, 9902a is in blue, and 9902b is in orange.
Does it ring true that the projected survival is higher in the trial that allows symptomatic patients (9902b) than in the trials that were restricted to asymptomatic patients?
Why does this even matter? Because the high Halabi number for 9902b reported by Dr. Gold may be giving investors a false sense of hope about 9902b and thereby inflating the share price.
If this were Novartis instead of DNDN, I would give them the benefit of the doubt. But DNDN is not Novartis and hasn’t done anything to earn such trust.
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