RE:Some numbers to chew on….Roche & oncThanks for the info on tecentriq, CF.
Here are a few further points. Tencentriq in licensed for use in a variety of cancers already. It is possible that pela could help improve outcomes in an array of them.
Also, there is an additional point to stress about timing. Not only are the results likely to be stronger the longer the results take for OS in panc and mBC, the higher value the company. The biggest gap in cancer care at present is durability, or the length of survival with reasonable quality of life. The longer the OS takes to be available, the greater the durability of treatment and length of life.
Hence, it is hard to determine the value of the company without knowing the OS results. From the waterfall graphs from former trials the OS adavantage only becomes apparent after a period of time.
That is my perspective why we are waiting.
Others will say that we are waiting because the company is a scam that endures to pay the management and Matt is the poster boy for running a "shite" company that just takes money on lies.
This last perspective, apparent among bashers on ST and Yahoo, does not fit with the results, which cannot be fabricated or talked away by reference to the current share price.