Search found 486 matches
- 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...
- 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 ...
- Tue Dec 08, 2020 4:31 pm
- Forum: ImetelChat
- Topic: Article that addresses challenges to enrollment
- Replies: 3
- Views: 739
Re: Article that addresses challenges to enrollment
Was. Long ago.
- 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 ...
- 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...
- Sun Dec 06, 2020 1:47 am
- Forum: ImetelChat
- Topic: ASH summary of first Mascarenhas presentation
- Replies: 0
- Views: 683
- 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
- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
- 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 ...
- Sun Nov 15, 2020 5:22 pm
- Forum: ImetelChat
- Topic: Can JAK2 inhibitors facilitate transformation?
- Replies: 0
- Views: 1012
- Sun Nov 15, 2020 5:09 pm
- Forum: ImetelChat
- Topic: Lest you think it’s only about heme malignancies
- Replies: 0
- Views: 922
- Sat Nov 14, 2020 6:32 pm
- Forum: ImetelChat
- Topic: Non Imetelstat ASH abstract of interest
- Replies: 0
- Views: 961
- 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
- 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
- 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...