Re: To Any Expert with knowledge of Clinical Trial Analysis
Thanks for the analysis Ernie, but it seems like an OS endpoint will take far too long compared to a PFS endpoint and for a company whose cash runway is measured in months this will matter. Perhaps OS is viable if they can bake in a pair of interim analyses for with relatively lower alpha spend prior to a final analysis.
I also think think they should run a PIII in earlier line EOC comparing MS+Bev vs. the existing standard Chemo+Bev ASAP to capture more of the value from this compound before patent expiry or additional competition; perhaps a triplet comparison is warranted and we shall see on Monday when abstracts are published. A big partnership on favorable terms seems more attractive as it would enable them to develop the promising potential combinations they have in their quiver as well as their other compounds as well as distribute globally should they achieve approval.