MSB 2.29% $1.07 mesoblast limited

Guess the opening price - if ARDS halted due supreme efficacy, page-216

  1. 59 Posts.
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    Hi Cato!

    This is the post with the best modelling in it - https://hotcopper.com.au/threads/overwhelming-efficacy-the-stats-required.5579134
    There's some chance at the 60% readout of overwhelming efficacy but it mostly depends on the mortality rate of the control group. If lots of them died then it's easier to show efficacy.

    I'll reproduce the 60% table here for those that don't like clicking:

    60% Readout
    In my best guess, we should be reading the row for "15% skeptical", so a control mortality of 70% or over may end the trial early.

    biggest caveats:
    - we don't know the prior in use (which does affect the result a lot)
    - we don't know the treatment effect rate, though I assumed here it's the same as the EUA data)

    Enjoy!
    Hi Kervio

    I believe S.I. stated that the mortality rate is (probably an average of) 60% for those 60 and above. He further stated that they are enrolling people regardless of age and some people are younger, hence the 'average' mortality rate must be less than 60%. I imagine it is somewhere between 40 and 50% (no reason, just my surmise). In which case if we are using a '15% skeptical' we will not get an early end to the trial.

    Does my reasoning seem reasonable to you?
 
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