Bracelet OSMarch Corporate Presentation on ONC's Website, page 28:
BRACELET-1 mBC study: ORR, PFS, evolving OS data Q2 2023
And now we here from MC telling us not to expect any OS data at ASCO. And it seems likely no OS data till early 2024!
What changed between March and May?
How can they promise evolving OS data by June, and then push it out at least six months?
Sadly, I believe I know the reason. If the evolving OS data was definitively positive, they would release it. If not, then wait till it "matures" further.
Another clue on the quarterly call was the helpful suggestion that we should not expect any BD deal or news quickly after ASCO.
WHY THE H*LL NOT?
Serioulsy, all interested parties have had months to examine the data thoroughly. If it was as astounding as we are hoping, then a deal would materialize soon enough.
The market does not appear to be impressed with the "oral" presentation. Given recent comments from ONC, I'm not at all surprised.