Exquisite Timing, page-14

It should be expected that mOS would be around 12-14 months for the Vision study, all things considered.

However, it is also important to note that the mOS of 19.7 months observed for Veyonda was across all cohorts (400, 800 and 1200mg doses). We have yet to see the breakdown for each of these cohorts, and it is possible the mOS for the 1200mg cohort is much higher than the 19.7 months recently reported.

GK also mentioned in the latest update "Statistical analysis will be conducted at the conclusion of the study to determine if there is a dose-response effect of Veyonda, although the 1200 mg dose looks to be our therapeutic dose" and "34% (19/56) men remain alive." This tells me that the 1200mg dose cohort may be generating better results than the 400 and 800mg dose cohorts (as one would expect), but I guess the question is how sizeable is that benefit? Is it 20 months, 24 months, 28 months?

Remember, Veyonda only needs to improve mOS by a matter of months to become highly sought after.