InvestorsHub Logo
icon url

DewDiligence

06/20/07 2:45 PM

#4327 RE: palindromy #4326

Actually, DNDN did run a couple of phase-2 trials in HRPC: 9901 and 9902a. True, these were called phase-3’s, but they resembled typical phase-2 trials for a large-indication cancer drug in size and rigor.

Thus, 9902b is the first real phase-3 Provenge trial and therein lies the problem: phase-2 results are less predictive of phase-3 results than many investors think due to a phenomenon I call program-survival bias.

For a striking example of program-survival bias in action, please see #msg-20614570.
icon url

ocyanblue

06/20/07 4:47 PM

#4329 RE: palindromy #4326

Ok. Your assertion of "interim analysis stuff doomed to fail" implies knowledge and that got me curious. So I checked to see if you have something more concrete about the data, interim alpha, etc. Sounds like not.