'Looks like they will get a new FDA label to HCC but will have to wait for the results from SIRveNIB study on the 6th June and the subgroup analysis.'
Based on the data, no difference between SOR and SIRT for OS ( that is statistically significant), and the good secondary end points I see no reason to not apply and receive a PMA for HCC. Based on SARAH data alone.
SIRveNIB issue predominately a different population with different HCC.
If Nigel has any balls then SRX would have the FDA application already prepared and would file it this week.
As an aside it does trouble me that the PFS was better, but the OS not so. I guess the OS result could just be chance, based on the P value.
SRX Price at posting:
$17.00 Sentiment: Buy Disclosure: Held