Many thanxs for your summary above of the primary end point for Sarah. I did not intend to open a hornets nest with my post about Gilman and the Primary end point of the Sirflox trial. There are lots of smarter tools in the shed than I and I concur that a number of them contribute to the SRX thread and provide balanced analysis of quite technical information.
It looks like setting the primary end point of a trial is a bit of a dark science, with many variables, as cafa alluded to some can possibly be imposed by the FDA as a requirement to get the trial approved. Most companies have to accept such terms in order to get the trial underway because at the end of the day we are trying to improve the lot of the poor patient by trying to prove that there are better treatment options available to them.
Your last parrapgh does fuel my fears that the primary end point of SARAH may not be achievable and the "market" will initially judge the trial a failure. Whilst Sirtex is big enough and ugly enough to ride out the initial reaction until a more comprehensive review is published many months later, many smaller companies do not survive the initial savage reaction.
In the case of SARAH is success so clear cut, what if the results show 3.9 months improvement in OS then it is all a failure but if the outcome is 4.1 months then "Eureka" we have success.
For another day, a lot closer to the SARAH release, it would be good to get a better understanding of the key secondary end points that Sirtex will be looking at, from a patients perspective anything positive is a bonus when you are counting in months, not years.
Many thanxs once again to the far more knowledgeable people that post on HC, I only went back and read all your posts relating to the SIRFLOX trial today, I wish I knew about HC back then, would have made life a little easier in amongst the carnage of that day.
Keep up the good work all.
For my 2 cents worth on Wednesday I am looking for dose rate increase >19%, about 5950 to 6000 doses, EPS > 52c and a really strong update on how sales are tracking into H2, are they seeing any increases in off label usage, with 3 plants now producing the SIRT spheres are the costs comparable and any update on the RD projects that were mentioned at the AGM
GLTA
SRX Price at posting:
$35.51 Sentiment: Hold Disclosure: Held