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rene33

01/16/14 9:48 AM

#3413 RE: gpb #3412

Thank you gpb...your input is appreciated
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ou71764

01/16/14 10:55 AM

#3417 RE: gpb #3412

Thanks, gpb. I didn't like the milestone slippage either - I think it caused the mini-selloff this week. I was more disappointed that there was no news imminent for Direct than I was on hearing that topline L results would be in the first half of 2015. I expected that date to slip all along. Since I think it will be a successful trial, I didn't see any reason to do anything either.

But it sounds as if your trial design analysis is very bullish - making a halt for efficacy a possibility at the 2nd interim, perhaps even an outside chance for a halt at this one. Is that correct?

A halt would negate any of the timeline slippage. Direct results would be a bonus, but not necessary to send the stock skyward if there's a recommendation to approve DCVax-L early.