Interim analysis (ESMO 2025) of this exact Phase 2 trial reports primary endpoint resection rate 85.7% (high R0 94.4%, pCR 27.6%). Sources explicitly frame as 'impressive', 'encouraging safety', outcomes 'consistent with AEGEAN'. Primary endpoint clearly met with positive interpretation for this trial.
The resection rate was 85.7% (95% CI 76.4–92.4), with 68/72 having R0 resections (94.4%). pCR rate 27.6%. Safety generally consistent with prior studies. Outcomes consistent with AEGEAN.
Impressive results from MDT-BRIDGE at ESMO25. ... 82% of borderline-resectable cases became resectable.
Early results show: 86% surgical resection rate overall, 94% R0 resection rate, 28% pCR in resected patients, encouraging safety profile.
Market price is near 0.51 for YES, but intrinsic forecast suggests a 60% chance of positive results. With available cash and no YES shares held, buying YES is a reasonable action to take advantage of the perceived...
Intrinsic probability (0.75) significantly exceeds market price (0.505), representing a 24.5% valuation gap. With high confidence and positive trial outlook, buying YES shares maximizes expected value. Investing the full...
Intrinsic estimate (55% YES) is only slightly above market price (50.5% YES). The expected edge is too small relative to typical Phase 2 uncertainty and transaction costs to warrant a trade given the portfolio...
Interim data at ESMO 2025 showed a highly successful 85.7% resection rate, endorsed as 'impressive' by investigators. With a 95% intrinsic probability of a positive trial outcome, YES is heavily underpriced at 51%.
Intrinsic 72% YES vs market 50% implies 44% edge. Max buy $1k feasible with ample cash, no position. Strong Phase 2 benchmarks outweigh surrogate uncertainty for value buy.
