Is this it?
You say a lot of words, but if you want to address my analysis of the interim CF33 data, do it directly. The analysis is not simple, so it cannot be explained away by ‘cherry picking’. If it is a twist/interpretation, address the data specifically. It should be very easy for you to explain the data if I have misconstrued it.
An average 5.2% (CR/PR) pseudoprogression rate across 3,402 patients for approved ICIs means that the likelihood chance of an ORR in the cohort 4 patients are:
1 patient = 14.02 %
2 patients = 0.77 %
3 patients = 0.014 %
It’s up to investors to decide whether CF33 has the same clinical efficacy as approved ICIs. Based on the efficacy data so far, I think pseudoprogression rates would be much less than 5.2%, but I could be wrong.
Using evidence-based pseudoprogression rates and some mathematics, IMU have an 86% chance of failure in cohort 4. This is my process of determining risk. If you disagree, show me your analysis.
(20min delay)