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Biotech / Medical : Cell Therapeutics (CTIC) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (557)	3/7/2005 4:36:46 PM
From: Ian@SI	Read Replies (1) \| Respond to of 946

It's an interesting and relatively short call. Several times, during the call as well as the Q&A thereafter, Bianco mentioned the highly statistically significant Xyo vs Pac survival superiourity. While the arms were balanced in terms of symptoms, it sounded as if the Xyo arm got some of the sickest patients - i.e. a larger number with multiple symptoms correlated with early death. Neither of these statements make a lot of sense to me. I don't understand how the Cox regression can be highly stat sig when the Log isn't. My assumption is that both are looking at survival. And I don't understand how both arms could be balanced in terms of the specific systems on an overall basis, but then not balanced in terms of the individuals assigned to the arm????? I completely indecisive re walking away or picking up some more shares at today's 1/2 off sale price. I'll probably sit for at least a few days before moving one way or the other. ... or not at all. :-(

To: Biomaven who wrote (557)	3/7/2005 5:03:02 PM
From: Clarksterh	Respond to of 946

<<Normally the allocation to the two arms is completely randomized - the doctors have no control over who gets what.>> Well, I agree. But it also seems improbable to me that something goes from no stat sig to highly stat sig once a pre-understood stratification is accounted for. I don't know how you would go about it, and I was perhaps a little too quick in my judgement, but ... . Something strange happening here and worth understanding. Clark