RE:ONC One Year Price ChartWe don't have to wait years to get resolution on the 30% of patients in the total population that dropped out and whether they respond. The phase 3 trial will be designed to give an interim read out. We already have biomarker results from the AWARE trial that suggest we should be looking at a very high response rate, double what we saw in the Bracelet outcome.
The interim readout will also prove the biomarker. Acquisitions won't give credit for conversion of the dropout population until trial proven. I suspect the large Pharma's are prohibited from putting in a bid by confidentiality agreement they've signed to look at past data. ONC wants to put this up for sale at the right moment with treatment risk and population size known for breast cancer. So all companies are positioned equally and bidding aggressively.