Its highly unlikely...

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biopearl123
Posts: 533
Joined: Fri Jul 20, 2018 5:13 pm

Its highly unlikely...

Post by biopearl123 » Tue Dec 15, 2020 9:40 pm

Its highly unlikely that there will be no significant news until the second half of 2022 when top line data from the MDS study will make its debut. There are many analyst meetings and quarterly financial reports between now and then with content that needs to be filled. Assuming no new studies are announced (still possible-read AML), will there be crickets for 18 months? There is no clinical data that will be available from the ongoing PIIIs until the second half of 2022 (MDS), we know that. What in the world can Geron management talk about for the next 18 months? And what can keep the stock price afloat and in the pubic eye? There is only one thing. Some association with a BP. And there is 18 months to set this up. These always come as a surprise as confidentiality is kept with good reason. There is no reason for the two PIIIs not to fill as planned. MDS is half way there and although the enrollment numbers for MF PIII are large (over 300), when one considers that eventually virtually all patients fail Rux, there should be a pipeline directly into the Geron MF study. I don't know how many patients are on Rux now but many may wish to avail themselves of Imetelstat as they move through their disease. There don't seem to be large studies that are competing for this patient group re enrollment, (recall that the Constellation study is front line), especially since the hope of a longer life with a positive impact on symptoms, spleen, anemia is now a realist hope for them based on dramatic PII findings. And we still don't know about altering the transformation to AML. Strong advocates for the drug have now been heard loud and clear at major medical meetings and at least one of them (Dr. Steensma) has joined industry and will take his first hand knowledge of this drug with him. So now that the oncology world including Big Pharma has had a chance to closely evaluate the mature PII data from two important studies, it's hard to believe that don't like what they see. This is why the next eighteen months will not be quiet. Happy Holiday's to all. bp

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