My personal view is that they won't release OS stats at all. They have already pointed out that its premature and not statistically powered several times. I don't think they would risk confusion by then presenting numbers that cannot be interpreted.
My only slight surprise ( to the downside) from the abstract was the liver resection rates were not statistically different. I would have loved to have seen a big change here, and odd that the complete remission was so much better yet the liver resection rates were not. OS benefit would have got a lot more likely if we had seen higher resection rates in the Spheres cohort.
I still believe that OS will show a benefit but the truth is we don't know. It seems intuitive that with PFS liver being so extended, that this will have an impact on the advent of liver failure and death
Whatever the case, my experience in the area is that if sales are increasing, and the wealth of research papers are saying it works its a really really good sign.
SRX Price at posting:
$28.00 Sentiment: Buy Disclosure: Held