ImetelChat

Concerning the role of SA in featuring such articles. Concerning Alpha Exposure articles on SA: November 27, 2017 “Eros International PLc (“Eros”), an Indian-based Bollywood filmmaker, has been the subject of short attacks since 2015. For example, Alpha Exposure, an anonymous short seller that prima...

November 27, 2017 "In recent years, anonymous online hit pieces against public companies have become an increasingly common and effective form of short activism. Given their success in driving down stock prices, anonymous online short campaigns are likely here to stay. Anonymous online short attacks...

On the SA board I cannot read any article reserved for “pro” users. Nor obviously can I post to such an article. Nor can I recommend a particular post to a pro article. In other words I cannot do anything with regard to such articles. This gambit by SA appears a little desperate to me. They have jus...

Finally, the global leukemia market as a whole not limited to just AML. Note also the concept of expanded indication approvals and its application to Imet. Global Leukemia Therapeutics Market 2016-2020 Published: Sep 2016 According to the market research analysts at Technavio, the leukemia therapeut...

A higher estimate: Global Acute Myeloid Leukemia Treatment Market US$ 1.17 Billion by 2021 The global acute myeloid leukemia treatment market expected to reach US$ 1.17 billion by 2021, growing at CAGR 15% over the forecast period 2017-2021, owing to introduction of high-priced products and strong p...

AML Market to Surpass $1.5B by 2026 08/02/2017 The acute myeloid leukemia (AML) market across the seven major countries (7MM) of the US, France, Germany, Italy, Spain, the UK, and Japan, will more than triple from $406 million in 2016 to over $1.5 billion by 2026, representing a compound annual grow...

Of interest: Background: In 2015, The FDA approved the most number of novel drugs in the last 19-years. We propose to evaluate the factors associated with the significant increase in FDA approved oncologic drugs over the last 5 years. Results: The FDA approved 47 novel cancer drugs from 2011 to 2015...

OS benefit requires large numbers of patients and can take several years. “…Problems remain with measuring OS (31). First, measuring an OS benefit requires large numbers of patients and can take several years, delaying access to new drugs for very sick patients who lack effective options. Second, cl...

So assuming the results of this study apply to Imet are we once again attempting to use the wrong primary endpoint? Could all of this possibly be more confusing to the average layman/investor?

The information listed under Results is particularly interesting. 2017 May 15 Meaningful endpoints for therapies approved for hematologic malignancies. Smith BD1, DeZern AE1, Bastian AW2, Durie BGM3. Abstract BACKGROUND: Overall survival (OS) is considered the gold standard for determining treatment...

Fish,

Thanks for your response. The issue appears complicated. I hope we obtain some clarity w/ regard to this issue. The sooner the better.

Question: Is the MF trial and the MDS trial still joined? Will the start of a Phase 3 MDS trial experience continued delay until Janssen receives whatever answer it’s looking for w/ regard to the MF trial? And if the MDS trial results are as good as they appear to date why does a Phase 3 MDS trial d...

Fish,

It would have been a great post had I not misspelled the word later. I wrote “latter.” Why is it that I do not notice these errors until *after* I post? Makes me look like an idiot, which may be true but I hate to advertise that fact! <grin>

The below article observes that companies developing orphan drugs are often not bought-out until Phase 3 or after, in contrast to non-orphan drug companies that are often purchased at phase 2. This article concerns privately financed orphan drug companies but logic dictates this conclusion would als...

Interesting study concerning the true nature and real benefits of a BTD. According to this study a BTD represents a” paradigm shift” at the FDA and involves “far more” than an increase in FDA oversight during the drug development process. Also note: “Essential to expediting BTD drugs is the eliminat...

At least we are playing for high stakes, no penny-ante stuff for us GERN investors; no trivial little bets and no friendly Thursday night poker game just to get out of the house. No. For us GERN investors it's Go Big or Go Home. (Definition of go big or go home: play to win or don’t get in the game....

BP,

Two great letters by you. I very much hope you receive a meaningful reply. I might add that GERN seems utterly oblivious to the confusion they create. I don't get it.

BP, I like the way you think, bp. I like the inferences you are drawing. I like the way you are reading the tells. Of course no one knows at this point how all of this will play out but I find your ideas as plausible as any other alternative scenario. I’m referring to this excellent post: Hello rajo...

Fisher, Thanks for your reply. My trading question is mostly a matter of curiosity. This stock has a habit of moving for reasons that are not readily apparent. It is obvious why the stock had a nice move up upon disclosure of a positive outcome from the second internal data review conducted by Janss...

What I want to know is: was this caused by computerized trading as I am aware of no fundamental reason for this price action: Friday, 26 May 2017 “Geron Corporation (GERN) had a rough trading day for Friday May 26 as shares tumbled 7.97%, or a loss of $-0.24 per share, to close at $2.77. After openi...