I would expect only positives - unless the have data that shows...

I would expect only positives - unless the have data that shows clinical trials are showing no efficacy for the drugs. I see a huge positive that Novartis have retained the clinical trial after having a cull of their portfolio of potential drugs. 
There will be nothing concrete until clinical trials are complete. The next big news would be the results of Phase II trails, or more take up from Big Pharma of a potential new drug or application. It seems to me they are struggling to register enough patients for their trials in some instances.
I'm a sit and wait until Phase II results are our before taking the plunge or not with this company. I'm watching because I think if they can get some positive results in terms of efficacy and safety, then this is a step change in some cancer treatments, in my humble opinion.