May. 18 at 11:55 AM
$SLS
PART 2 of 2 ..
Even with the BAT arm at 14.7 mOS which is twice as long as expected …
EFFECTIVELY, those getting GPS that had an immune response (80% of them) ARE NOT PASSING AWAY!!! ...
GAME CHANGING FOR CANCER !!!
When the trial ends at the 80th event, I believe you would have ALL 63 in the BAT Control arm passed away, AND ONLY 17 OF THE 63 GPS PATIENTS PASSED AWAY …
46 of the 63 will be alive and living into their 4th yr and some into their 5th year….
This has EFFECTIVELY STOPPED CANCER FROM KILLING THEM IN THIS TYPE OF CANCER !! ...
There are an additional 20 or so Cancers with the WT1 within them … as I said before, likely
$ABBV or
$MEK or
$PFE doing a BUY OUT WITHIN 3 months of the readout, and my MAXIMUM PRICE OF
$150 to
$175 (a
$30 to
$35 Billion valuation) for the BO may very well be much too low if the HR is GAME-CHANGING at 0.27-0.35 ... if so, expect a bidding war and final BO at
$222 !!! ...
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