<<For instance that lady that was running around talking down the Provenge data.>>
Remember a lot of people had the ASCO papers on May 25, 7 days prior to the embargo coming off. They were not allowed to publish. So many of them pretended to not know what was coming, but said thing like "i expect some interesting data from JNJ" or "I think that the OS may be better than Provenge even though it is not SS".
I am not sure which "players" had the early look, but clearly they all talk to one another.
It seemed like a safe call for all the pundits. JNJ was going to announce 9 months OS. How would the pundits know that the raw data held a lot of surprises, very healthy control group, OS curves that did not diverge for 18 months, lots of patients dropping out, 9 months was an imaginary point based on an imaginary outcome, not what the FDA will put on a label.The "safe call" that PV was going to be overwhelmed by the JNJ data, based on the early look before the embargo lifted, was actually much less compelling when all the data came out.