May. 12 at 10:34 PM
$SLS We’ve been averaging 1.34 events per month since that December update— But honestly that "78 events as of May 11" might already be old news.
Don’t sleep on the verification lag. Reporting cutoffs are notorious for missing real-time data, especially over weekends. Between the site notification and CRO sign-off, the 80th event could literally be "in the mail" while the market trades off old numbers.
People think long trials mean a steady drip, but "clusters" are a statistical reality. You get a group of patients hitting the same fragile wall at the exact same time after years of survival. One bad weekend could trigger the whole final analysis.
The math says we hit 80th in late June, but with verified events potentially hidden behind the cutoff, we could easily hit the 80th before the shareholder vote. I’m holding my vote until the literal last minute—no sense in showing cards before the data clears the air.
$MRK $LLY $PFE
