Search found 486 matches

by biopearl123
Tue Dec 08, 2020 6:04 pm
Forum: ImetelChat
Topic: Parsing Geron's recent press release
Replies: 0
Views: 397

Parsing Geron's recent press release

Note this statement re Dr. Mascarenhas presentation:" This oral presentation reported significant dose-dependent reduction of mutation burden by imetelstat, including complete elimination of mutations in MF driver and non-driver genes. A greater than 20% reduction in variant allele frequency by imet...
by biopearl123
Tue Dec 08, 2020 5:41 pm
Forum: ImetelChat
Topic: CRSPR
Replies: 5
Views: 953

Re: CRSPR

Edward, yes we had all hoped to see Imetelstat used as front line therapy. The reasons for not doing so are murky at best and we have not seen adequate explanation for the absence of front line evaluation or combination therapy even though at least two strong preclinical studies suggest a promising ...
by biopearl123
Tue Dec 08, 2020 3:08 am
Forum: ImetelChat
Topic: CRSPR
Replies: 5
Views: 953

Re: CRSPR

The short answer is probably yes but not for a long time. The more pressing existential threat is Constellation Pharma and its BET inhibitor. It checks a lot of boxes: 1. spleen 2. symptoms 3. anemia 4. bone marrow. It has been tested alone and in combo with Rux. The results are impressive. I would ...
by biopearl123
Mon Dec 07, 2020 6:18 pm
Forum: ImetelChat
Topic: Article that addresses challenges to enrollment
Replies: 3
Views: 739

Article that addresses challenges to enrollment

https://acsjournals.onlinelibrary.wiley.com/doi/full/10.1002/cncr.31769 Dr. Steensma is a world class premier clinical researcher. Note his recent move to Novartis from the Dana Farber. I have always been curious about his authorship on articles related to Imetelstat while his primary geographical r...
by biopearl123
Mon Nov 30, 2020 8:45 pm
Forum: ImetelChat
Topic: The Scarlett Letter
Replies: 3
Views: 994

Re: The Scarlett Letter

I suppose that should read "and we". bp
by biopearl123
Mon Nov 30, 2020 8:42 pm
Forum: ImetelChat
Topic: The Scarlett Letter
Replies: 3
Views: 994

The Scarlett Letter

Every year there is a run up in stock price before ASH. Then a sell off. This year looks different. It's like the financial analysts haven't read the abstracts. Its like big Pharma haven't read the abstracts. Geron is presenting amazing data to support a drug that changes the natural history of dise...
by biopearl123
Thu Nov 26, 2020 6:20 pm
Forum: ImetelChat
Topic: What to expect at ASH
Replies: 0
Views: 1167

What to expect at ASH

Happy Thanksgiving to all. Well another virtual ASH coming up. So far no indication of KOL formal meeting post ASH and it is likely there will not be one. Nonetheless, it is a premier opportunity for some dramatic PR from Dr. Scarlett and Co and it is likely that strong statements regarding drug suc...
by biopearl123
Thu Nov 26, 2020 6:06 pm
Forum: ImetelChat
Topic: Enrollment
Replies: 5
Views: 2142

Re: Enrollment

Thanks for posting, I think we have to accept that enrollment is not at the level Geron originally hoped and is due to a combination of factors, the major one probably being COVID but some contribution of the market availability and physician acceptance of Luspatercept is likely playing a role. Give...
by biopearl123
Sun Nov 22, 2020 7:06 pm
Forum: ImetelChat
Topic: Enrollment
Replies: 5
Views: 2142

Re: Enrollment

CKTC, thanks for your observations and clarifications. It does seem a little peculiar that that Platzbecker presentation abstract has the data cut off we have noted of Feb 2000 without mention of an update. Clearly ASH provides the opportunity to up the TI data to a later data cut off date. Since th...
by biopearl123
Fri Nov 20, 2020 11:42 pm
Forum: ImetelChat
Topic: Enrollment
Replies: 5
Views: 2142

Enrollment

Recall that Dr. Scarlett said (in what seems like the distant past) that we would be informed when the 50% enrollment goal had been achieved in the MDS study. So far no notification. The shareholders letter addressed the COVID issue which is certainly playing a role but another less discussed reason...
by biopearl123
Thu Nov 19, 2020 4:44 pm
Forum: ImetelChat
Topic: Geron is a tender morsel
Replies: 4
Views: 1329

Geron is a tender morsel

This tender morsel will be irresistible to a large BP that has to see at this point the potential dominance in the area of myeloproliferative disorders. The solid evidence of direct effects on the malignant clone and variable alleles is becoming increasingly apparent. Geron seems to have differentia...
by biopearl123
Tue Nov 17, 2020 8:02 pm
Forum: ImetelChat
Topic: What the financial analysts will miss
Replies: 1
Views: 1110

What the financial analysts will miss

We have an upcoming meeting today. The financial analysts often seem to ask uninformed questions and miss the point and yes I know you read these posts. Often someone else is sitting in because the analyst is busy. So lets get to the positives and negatives. So far with two exceptions (disregarding ...
by biopearl123
Thu Nov 12, 2020 1:00 am
Forum: ImetelChat
Topic: Dr. Mascarenhas on the promise of Imetelstat (Onclive)
Replies: 1
Views: 1173

Re: Dr. Mascarenhas on the promise of Imetelstat (Onclive)

HI, thank you for posting this. I have been in medicine a long time. I can tell you that most of the advances I have seen are incremental. A true paradigm shift is a rare event. bp
by biopearl123
Wed Nov 11, 2020 3:45 pm
Forum: ImetelChat
Topic: The curious case of the abstracts that didn't bark
Replies: 11
Views: 2643

Re: The curious case of the abstracts that didn't bark

HI, if Jeremy Smith owns a computer, he knows. He also probably reads this board. bp
by biopearl123
Tue Nov 10, 2020 10:18 pm
Forum: ImetelChat
Topic: The curious case of the abstracts that didn't bark
Replies: 11
Views: 2643

Re: The curious case of the abstracts that didn't bark

HI, yes this apparent intellectual land grab by Dr. T probably caught Geron off guard and was not anticipated. I know you are an expert in IP so wouldn't you find this something unlikely to stand up in court? Was it legal slackness that allowed this to happen? Geron had a reputation for closely guar...