--->>Any thoughts on Aug 2 announcements? Bruce and Boards' purchases at $6.49 blow my mind as to possibilities.<<---
They probably do know a variety of things we don't know (see below list for some possibilities) - but my guess is only a small fraction gets discussed at the conference call.
Some possible things they could see in the data:
1) A low rate of new mets (at progression) in the latest progressors of GALAXY.
2) A low rate of new mets (at progression) in the other cancer types in non-GALAXY trials.
3) A strong coupling of low rates of new mets in GALAXY and overall survival - i.e. the patients with no mets at progression GALAXY live substantially longer than those with mets at progression.
4) Animal model data supporting the low rates of mets (something they may not have looked at before).
Combinations of the data of the above sort could lend credence to a patient population much broader than, say, nsclc LDH+. But, again, how much they share at the quarterly cc is anyone's guess - that said, they clearly spend more time than most companies trying to be transparent (e.g. monthly updates to the corporate IR package).
Nice summary of possibilities. I am guessing that any commentary about new METS will be restricted to PFS rather than overall survival, as the former was mentioned in the JPM conference webcast. I would prefer discussions of OS wait until SNTA presents at ESMO in September.