RE:RE:RE:Question The bar for the " confirmatory" trial is the same results achieved in Euphrates. I would call that a low bar given everything that has been learned in the past 5-10 years about which patients show the most benefit from PMX use guided by the EAA.
However, they have never, as far as I am aware, defined " expectations " it could be the 10.7 achieved before, but this time with sufficient statistical power with another 150 patients, or " expectations" could be 15 % for all we know.
Personally, based on mgt. comments about Euphas2, I am expecting >=15, perhaps even closer to 20.
Hard to relate MB to ultimate SP , but clearly the greater the MB... the greater the acceptance in the medical community, the faster the uptake, and likely the more the market will bear ( ie $ price per cartridge)
These are all VERY important factors to a potential buyer and would directly influence what they might be willing to pay to lock up the rights. It's always about future potential cash flows ( actually NPV) and ROI.
MM