Both items were said, maybe with slightly different words but both said all the same.
With so many new treatments before MSB got to try the trial design became invalid as to what was causing the data arising - be it good or bad. They also said the 43% was unlikely to be met.
What some have missed, maybe most have missed, is that this speeds up the process to :-
a) having a new trial aimed straight at the sweet spot by MSB and Novartis or
b) emergency approval when the secondary data is done and analysed on even a 5% to 20% improvement say or
c) both a and b occurring
People are also forgetting a 5% improvemet in mortality is 150 lives saved a day in the USA alone.
People are also forgetting other drugs/treatments have been approved despite only saving a few days on a hospital bed with no improvement in mortality at all.
It's all releative people - no 83% or 43% but almost certanly still way way way better than anything else being tried.
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Novartis deal on the rocks, page-168
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Shanthar Pathmanathan, MD
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