New presentation with timelines
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- Comments must be civil and on topic
- Back up claims with evidence/reasoning/sources (posting links is allowed)
- No commercials/harassment/spam
Re: New presentation with timelines
Yes, "topline results" in 2024. We already know the timeline.
What we NEED is some transparency about recruiting so we can see the odds of them meeting the timeline.
What we NEED is some transparency about recruiting so we can see the odds of them meeting the timeline.
Re: New presentation with timelines
Feels like a this is the presentation Dr. Scarlett has been planning for and hoping he would be able to make for about 9 years...
During that time, he has:
- Decided to focus company on Imetelstat, selling off the stem cell assets
- Got the Mayo Clinic to Pilot study Imetelstat in MF, on the back of great data from experimental ET trial (with a couple of MDS patients thrown in, I think it was 9)
- Got JNJ to almost completely fund Phase II Imetelstat in two indications, not to mention additional pre-clinical work
- Hired a world class team to take over the Phase IIs and shepherd the Phase IIIs
- Funded the operations in several different ways to ensure the funding of team and operations
Now we have $230 million in cash, 2 Phase IIIs in motion, and an indisputably top-notch team to execute the Phase IIIs, and cash to fund without being at the mercy of the markets, enabling the company to “transition to commercialization” - I wonder if Dr. Scarlett typed that into the PowerPoint himself
Those words Transition to Commercialization are the proverbial light at the end of this tunnel for investors, and I firmly believe that tunnel will be reached successfully. Patience of Job required still.
During that time, he has:
- Decided to focus company on Imetelstat, selling off the stem cell assets
- Got the Mayo Clinic to Pilot study Imetelstat in MF, on the back of great data from experimental ET trial (with a couple of MDS patients thrown in, I think it was 9)
- Got JNJ to almost completely fund Phase II Imetelstat in two indications, not to mention additional pre-clinical work
- Hired a world class team to take over the Phase IIs and shepherd the Phase IIIs
- Funded the operations in several different ways to ensure the funding of team and operations
Now we have $230 million in cash, 2 Phase IIIs in motion, and an indisputably top-notch team to execute the Phase IIIs, and cash to fund without being at the mercy of the markets, enabling the company to “transition to commercialization” - I wonder if Dr. Scarlett typed that into the PowerPoint himself
Those words Transition to Commercialization are the proverbial light at the end of this tunnel for investors, and I firmly believe that tunnel will be reached successfully. Patience of Job required still.