Search found 210 matches

by biopearl123
Tue Jun 18, 2019 7:24 am
Forum: ImetelChat
Topic: Repost of thoughts on SA re Hoosier Investor (HI)
Replies: 0
Views: 1762

Repost of thoughts on SA re Hoosier Investor (HI)

HI, 1. Speaking of slide 9, it appears that 3 of the patients who achieved 24 week TI are no longer on treatment. Could these represent CRs who no longer need treatment (at least up to the point of analysis?). 2. We still don't know if any patients evolved to AML, it would seem especially unlikely f...
by biopearl123
Mon Jun 17, 2019 8:53 pm
Forum: ImetelChat
Topic: Dr Pierre Fenaux presents IMerge results at 2019 EHA meeting
Replies: 6
Views: 2389

Re: Dr Pierre Fenaux presents IMerge results at 2019 EHA meeting

Thank you Hunt, I have been away, I appreciate your keeping the board up to date! bp
by biopearl123
Mon Jun 17, 2019 4:48 pm
Forum: ImetelChat
Topic: EHA
Replies: 1
Views: 1298

Re: EHA

Correction to median duration for TI. Should read “weeks’ not months. Apologies. bp
by biopearl123
Mon Jun 17, 2019 6:40 am
Forum: ImetelChat
Topic: EHA
Replies: 1
Views: 1298

EHA

Thanks to all who have posted regarding the recent EHA presentations. The data continues to be impressive. A new class of drug that is accruing considerable supporting data for approval. In MF the MOS now calculated at 33 ! months. In MDS, it appears that responders have ongoing TI median duration o...
by biopearl123
Thu Jun 13, 2019 8:46 pm
Forum: ImetelChat
Topic: Quotes from Shareholder meeting to focus on
Replies: 4
Views: 1466

Re: Quotes from Shareholder meeting to focus on

Ryan, as you may know in addition to using his shoe to pound the podium Kruschev has a special watch constructed (it was nonfunctional) but elicited gasps when he also used this to pound the podium. Thanks for posting, Hoping for that moment too. bp
by biopearl123
Mon Jun 10, 2019 11:29 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 2994

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Hunt, thank you for the encouraging words. I think you may have just succeeded in turning around my world view! bp
by biopearl123
Sat Jun 08, 2019 8:00 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 2994

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Secret third arm, thank you for posting and for representing board interests at the shareholders meeting. I offer my opinion regarding the apparent sparse interest and minimal attendance. I am doing the "brief history of time" quickly from memory so I am sure I have left out many of the failures and...
by biopearl123
Mon Jun 03, 2019 9:24 pm
Forum: ImetelChat
Topic: Dr. Shay's update on telomerase inhibitor 6-thio-G
Replies: 6
Views: 1812

Re: Dr. Shay's update on telomerase inhibitor 6-thio-G

Bill, I think these are good points. Thanks for posting them. I speculate that Scarlett is searching for the best agent that will be synergistic with Imetelstat. We know that there is a practically linear response that is dose related but toxic levels and untenable side effects are problematic and l...
by biopearl123
Sun Jun 02, 2019 7:25 pm
Forum: ImetelChat
Topic: Dr. Shay's update on telomerase inhibitor 6-thio-G
Replies: 6
Views: 1812

Re: Dr. Shay's update on telomerase inhibitor 6-thio-G

Kara, I have submitted so many questions for the shareholders meeting that I doubt any additional questions from me will be accepted but you raise some great points and I hope that you (or Cheng) will consider seeking clarification at the meeting. Thanks bp
by biopearl123
Sat May 25, 2019 1:38 am
Forum: ImetelChat
Topic: The difference between "may suggest" and "indicates"
Replies: 6
Views: 2089

Re: The difference between "may suggest" and "indicates"

I am not sdraw but you honor me with the comparison bp
by biopearl123
Sun May 19, 2019 2:28 am
Forum: ImetelChat
Topic: The difference between "may suggest" and "indicates"
Replies: 6
Views: 2089

The difference between "may suggest" and "indicates"

Musings on recent events. IR press releases and conference call: 1. The addition of more former Janssen employees to the team is important and in particular the statistician lends weight to the recent MF abstract. It is clear that the use of "Real World" matched controls takes us away from the priso...
by biopearl123
Fri May 17, 2019 5:06 am
Forum: ImetelChat
Topic: An end run...
Replies: 2
Views: 1414

Re: An end run...

Currently traveling. Will post later re conf call and abstracts. Am struck by the inclusion of a significant p value and a real attempt to establish statistical validly in MF study. Many including myself have suggested Scarlett will avoid a PIII in MF. Using matched controls even though historic, is...
by biopearl123
Sat May 04, 2019 3:42 am
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 1818

Re: Shareholder’s letter

Kara, to clarify re your question about the comparator arm. It was the low dose arm. There was no placebo (i.e. a no drug arm --I wish there had been, if so we would be before the FDA now in my opinion). The value of the comparator arm was not so much that it substituted for a placebo but that it in...
by biopearl123
Fri May 03, 2019 4:15 am
Forum: ImetelChat
Topic: May 16th it is - Yet Another Day of Anticipation
Replies: 10
Views: 2577

Re: May 16th it is - Yet Another Day of Anticipation

Ryan, yes maybe transfer will be complete but May 16th is the day the EHA abstracts are released. MDS durability may be confirmed and maybe a few more 8 week converters,that ought to do it. Non US partner may be too much to hope for yet. bp
by biopearl123
Thu May 02, 2019 10:33 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 1818

Re: Shareholder’s letter

Kara, happy to respond but will wait until after May !6th conference call. That date unlikely to be coincidence sine EHA abstracts will be public then. bp
by biopearl123
Thu May 02, 2019 3:27 am
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 1818

Re: Shareholder’s letter

My personal view is that JS has a strategy with an implied message to FDA that if they don’t approve, even provisionally, on the basis of current data (after all there is 1. A comparitor arm, 2. True unequivocal OS esp in TN 3. Prior well documented CRs/PRs 4. Presumed strong support from thought le...
by biopearl123
Sat Apr 27, 2019 1:13 am
Forum: ImetelChat
Topic: OPERATION Kmall - Global Update Pt. II - #2 of 2
Replies: 3
Views: 1942

Re: OPERATION Kmall - Global Update Pt. II - #2 of 2

Kmall, saw your request to make contact directly with Commsman. I will gladly facilitate this once I have his OK, this can be done via PM on board or via SA or YMB. You are really doing a great job of researching and disseminating info. You will probably rate your own Wikipedia entry when you are do...
by biopearl123
Thu Apr 25, 2019 2:46 pm
Forum: ImetelChat
Topic: ? Can Geron proceed to a P3 w/o JnJ data
Replies: 4
Views: 1232

Re: ? Can Geron proceed to a P3 w/o JnJ data

Gwikley, transfer of the IND is the key and apparently can occur before final data transfer bp
by biopearl123
Wed Apr 24, 2019 3:01 am
Forum: ImetelChat
Topic: What makes a CEO a CEO?
Replies: 16
Views: 2527

Re: What makes a CEO a CEO?

Hunt, read with interest your astute analysis of Dr. Scarlett as CEO in light of an academic view of what does make for a good CEO. Truth is we don't actually know how many hours a day he works for what that looks like but as you imply, it has to be considerable to evaluate possible acquisitions and...