Agreed, looking forward to results from that study as well as 9 other studies underway - esp in endometriosis. For now, seems like we are stuck in a period of consolidating gains of last few mos, digesting the after effects of recent equity sold at $16.75, and straddling the 50-day MA - w/ no correlation with broad mkt or convincing volumes. But here's to a strong '14 and hopefully some color on taking back the other 50% of the Lifecell JV - which expires in 18 mos.
So, are you suggesting we don't know if the co's tissue sampling contains a bias in it? Sounds like you are arguing that if the tissue sampling itself was not randomized, and proved as such, the FDA will not accept it? Is the fact that irinotecan has been used for yrs and yrs not a factor in worrying somewhat less about the cardiotox issue you raise re: Iclusig? It is not exactly an unknown agent - just as paclitaxel was not. I am not wearing rose-colored glasses here, merely trying to handicap odds like everyone else - fully aware how unpredictable this area can be, however, the sample collection issue should be something the co could/should disclose if asked.
Think you already know the answer to this question. Abraxane posted +1.8 mos of PFS improvement over control - in a 1L trial in PC (less sick) - AND this was in combination with Gemzar. Abraxane is considered a 'shoe-in' for approval and to be standard of care in front line treatment for PC now. So for 398 anything that's +1.5 mos in monotherapy and +3.0 mos in combo - or better - in a sicker population....well....you can do the math. None of that is to say there isn't still risk.