PFS is not a problem. By no means, affinitor can reach 12 months PFS with every trial indicated around 6 months. What's interesting is the peek of OS data. Will half year of extra PFS translate into meaningful OS. That's the biggest question for cabo's future plan.
If we had a deep pocket, the phase 3 trial has already been recruiting. HCC is slow and NSCLC has not started, seems some big guy told MMM to hold lung cancer trial so they can design the trial by more experienced scientists.
If a company is a prey of big companies, its price can be kept very low. The big one will snap it at low price. The two companies I owned with very very successful products were stolen were: MEDX and MITI.