Fair call Nitro....
There are significant differences from the expectations of AIPAC data results last year.
We know that TACTI-002 is progressing well (see TACTI-003).
Overall survival continues to improve and really AIPAC trial primary outcome should have been OS and not PFS - hindsight!
We now know that INSIGHT-004 is progressing well (see latest announcement - INSIGHT-005)
I would suggest that if ASCO updated data outcomes (due out later today - after ASX closes) from above were not good then Marc and Fred would not be presenting a corporate presentation at Jefferies gig today (tonight/tomorrow in Oz).
IMM CHART / SP, page-37
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