You don't know for sure. However, in this case, primary endpoint is PFS rather than OS, and Nexavar data have been consistent in trials and real practice. I have been on the record saying I expect positive trial result from Tivozanib vs Nexavar, with or without this delay.
I agree with jq1234 that Nexavar has been remarkably consistent across trials in PFS. In addition this trial is a homogeneous group of patients.
So I also take this as bullish for Aveo - I think this is a distinctly unappreciated stock as I believe it is going to be the drug of choice for VEGF combo therapy.