Birdseye, your post is an excellent summation. I noted the same thing in the presentation. Its measured, professional, no hype and easy to form a picture of where the company is at.
Like you birdseye, the key issue I noted was the impact of time on patients receiving CVac compared with the control group.The expectation is that as the immune system is strengthened over time the treated group will show patients receiving CVac remain cancer free longer in a much more significant way. The gap between the two groups widen almost like an exponential effect.
I also got the impression that the investment in a global network means they must be confident that CVac may have a whole range of possible applications into the future and warrants the infrastructure investment involved.
cheers
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