SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Immunomedics (IMMU) - moderated

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ghettogoulash who wrote (63283)11/5/2025 1:23:04 PM
From: ghettogoulash1 Recommendation

Recommended By
jhcimmu

   of 63311
 
Two things I don't like about Sarepta's spin on trial data: (1) The Statistical Analysis Plan of a clinical trial has a threshold for missed doses after which a patient is then disqualified. In this case, the missing data points are then "estimated" (using MMRM, for example) to account for those gaps rather than simply excluding the patients. This is known as Intent-to-Treat (ITT) Analysis and is the FDA gold standard in confirmatory trials. Furthermore, upon seeing a significant disruption by Covid, study officials would certainly have amended the SAP with a sensitivity analysis to account for such an "intercurrent event." But this must be done before unblinding the data. (2) Even when accounting for Covid in a post hoc Hail Mary, ESSENCE is nowhere near stat sig.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext