Semantics, really? First, you run the trial. Second, you collect the data. THEN, you report the data. In biotech investing, I've found that everything else is mostly noise.
If the increased dosing has achieved a level high enough to inhibit EGFR then we may see see early efficacy, if the DLT has not been reached then further increases in the dosage may be necessary to impact EGFR. I wouldn't be surprised if the data at ESMO does not reflect the eventual capability of 113 against EGFR if the DLT has not been reached, and further increases in the dosing are necessary.