9:45 EST Bio-Europe presentation - thoughts on the Futility Analysis
posted on
Nov 07, 2017 01:55AM
Just a random late night thought with respect to the Futility Analysis.
Like everyone I was expecting the FA to be announced at 125 MAC events, whenever that might be or might have been. But as we all know that firm target was replaced by one that's more flexible ...between 125 and 188, I'm not going to put it at 187.5 becaue how can someone have half of a Major Adverse Cardiac Event.
As I understand it, it is the DSMB that will issue the Futility Analysis.
I'm just wondering if the wide variance, if it was borne perhaps out of a desire to have the FA announced at an optimum time. That perhaps the reason the skipped out on the Rodman event wasn't so much due to a scheduling conflict as some of us were told via email...but maybe because there was nothing really new to say, so why bother going to the expense of attending.
I know I'm probably the worst for hoping on a significant announcement at these investor dog and pony shows....and I'm repeatedly reminded that its almost always "same old same old". Still...old habits die hard and I continue to be hopeful that they'll have something important to announce, something new.
Any thoughts on whether this is even realistic? They removed upcoming events from the website and only announced their attendance at Bio-Europe on November 2nd via a PR. Is it at least possible that they could have been given the results of the FA and then decided to sit on it for a days so as to possibly make a big splash in Berlin?
Its all moot for a few more hours in any case.....but if they do announce it, then that might explain the change from 50% to between 50 and 75% in my opinion.
Or maybe they'll announce that long speculated on CVR? Probably none of the above, but I'm still hopeful.