JB
We know that the FLEX data is stat-sig, and that it met the primary endpoint (OS). That fact alone is enough to wait and present at ASCO. If the trial had failed, like PACCE did, they could present at a minor conference, like PACCE was.
Up till today the rumor being spread by UBS is that FLEX results are not clinically meaningful. But Adam F. is saying thats not what he is hearing. And in fact if what hes hearing is true, Erbitux is not only clinically meaningfull but will likely gain significant market share in Lung Cancer.
In my mind that means Adam is hearing that the difference in median OS has got to be greater than the 1.3 month difference UBS saying, but how much more? If I knew that the difference was greater than 2 months, I would double my imcl investment. And the insiders know. Not only that they have 7 months to manipulate. ticks me off.
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