After rereading her analysis, it appears she distinguishes between OS and MOS. She states that the interim results show the OS for control group at 5-6 months and Bavi groups at 11 and 13 months. I do not believe she was aware that the MOS for the control group was reached and the interim was for the bavi groups.
As I mentioned to DD, what does her analysis have to do with investment. My next concern is if the results are good enough for a BP to partner. I believe they are and I believe when they are put along side the growing evidence of data from other trials (which on their own aren't necessarily meaningful, i.e. Breast, previous lung, etc) it becomes obvious that there is activity with Bavi.
She also refers to another drug that showed activity in a small phase II trial but failed to show it in phase III. She did not add any color as to how small the other phII was and if it was randomized, double blinded, using independent investigators and an independent review board.
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