Sally struthers returns
5.9K posts





















Being a blogger doesn’t allow the “pretend journalist” to commit crimes. $NWBO




Thats where i think you guys are wrong. They doubled the size of the trial and they doubled enrollment. So thus, interim going from 14 to 28 was mostly expected. So the trial duration might be slightly lengthened but the number of events is also doubling…since Q1, non-hla have been getting randomized in blinded arms. I see 24 x events a lot sooner than market expects. I also think they might have passed the 14 x events already….they just increased their chances to get to 85% success on 1st interim….$10B TAM!….this should be $1B+ market cap. Drug works. And approval likely hood is very high on 1st interim. This was the right call. They doubled the TAM, didnt increase the length of the trial by much since events are doubling, increased approval odds SUBSTANTIALLY on interim.








