ocyanblue and iwfal:
Sherwin, the CEGE CEO, has discussed the fact that the subgroup of TAX 327 experimental patients who received the FDA approved dosing and were symptomatic (around 45%) had median survival of 16 months, which data was plugged into the Vital 2 model. The median survival for the same Tax327 subgroup who were asymptomatic was some 22 months. As iwfal just pointed out there were some 367 events in the comparison of the FDA approved Taxotere dose group and the mitoxantrone control group, which yielded a p value of 0.009 for a treatment effect as determined by increased median survival of experimental over control patients of 2.4 months.Using the extremely optimistic numbers for comparable high dose GVAX patients cited from Ph2 would suggest an increase of over 12 months for GVAX patients over asymptomatic Taxotere patients with 400 events required for the Vital 1 final data, projected to occur in 2H09.
The above is the case for optimism and over confidence in the final Ph3 Vital 1 results. OTOH, much more modest results could still result in statistical significance for Vital 1's primary endpoint of survival. Is the likely cut-off point an increase in median survival of GVAX patients compared to Taxotere of 4 months,, 6 months? Who knows? You make your investment decision and you take your chances. JMHO.