Just like the 80's Wendys add, I want to know "Where's The P3 Data" for the H&N????
It is or it isn't - inquiring minds want to know..........
Should I stay or should I go?
What data? No additional data exists at this time that could be released. What do you expect... ONTY executives should find a time machine, go forward in time, unblind the study, get the results, come back to yesterday, and tell you the results?
In a few weeks there might be 12-week data, but the company is under no necessity to release the phase III data in dribs and drabs. They could just wait until the study is over, unblind the whole thing, and release the entire results all at once... which is the norm for this kind of study.
You mentioned a good point. Although many here are predicting a NR about the 12 week data, the company could forego this. Why would they do this? The will take a look themselves. If they see no need to release this (the data is getting better with time) they can hold out until they can unblind the OS. If the OS comes in as expected based on response data, they would be untouchable as far the need to take a bad deal or refinance.
If we don't see data this week (or next) I will be inclind to believe that they are going for it. They are swinging for the fence. I can't wait til the sell side people go into full ranting mode. I will buy more like I did on Nov 16 if alan f can get the price back down to $1.60.
Sentiment: Strong Buy
Ok so my poetry is not popular, nor is my spelling accurate. Just saying the data delay is not something that is a positive for the company. I am a firm beleiver in oncolytic viruses that, just like monoclonals, needed time (1st approval ~25 years after discovery); however the time taken for the P3, with todays knowledge, is concerning.
It's been 4 1/2 weeks since the last report. Since the reports concern 6 week cycles, you should expect to wait until Jan 24. If the company decides that the 12 week cycle is the time to do a full report, then you might have to wait even longer, as there is more data to crunch. If not, then the 18 week cycle should be reported in the March 8 time frame (in time for Mar 16 Calls...).
Sentiment: Strong Buy