Annual report

[biopearl123]

Shareholders meeting May 11 at 8 AM PT

https://s24.q4cdn.com/668523011/files/d ... Report.pdf

[Ryan]

So they plan on presenting additional Phase II data reviews - seems like the proverbial beating of the dead horse however extended times of TI in MDS and OS in MF would be significant (although I suppose no one will care), and perhaps novel analyses will be of interest.

[biopearl123]

Well, FWIW, here is how I see it. Talk about another data desert of sorts, there is a whole lot of dead space to fill before top line available for PIII MDS. (Unless of course the DSMB sees clear evidence of unequivocal efficacy and does the right thing), so yes, there is nothing left to say about the MF study unless further molecular data is massaged and a clear listing of causes of death examined. To this end, MF patients are older and if they don't die of leukemia or marrow failure they will die from some other comorbid condition, unrelated to the underlying disease as a function of the aging process (heart attacks, stroke etc). An extra 2 years of life for some is precious and what they did with that two years and the ultimate modus exodus is data that could still be presented even though no patients are still alive at this point in the MF study. Sub grouping on the basis of telomere length or other identification factors that predict for better drug effect also possible. Also the question was transformation to AML effected? That's a big one and is an anticipated read between the lines effect when JS says "disease modification". Also possible is an analysis as to why TN cases did so well, that has yet to be defined. For MDS, we know some patients remain on drug, we also know that some patients had a beneficial effect even after coming off drug and we also know that it might be possible to restart drug after a drug holiday and still see an effect. Since we only have data with a cut off of Feb 2020, there is still a lot of time these patients have been followed. If there is indeed disease modification in some (>1 year TI as of about 18 months ago with a max of 2.7 years), where are things now? Has bone marrow morphology continued to improve? Have CR's persisted? Anyone ready to assess minimal residual disease (MRD)? Have any bone marrow's completely cleared? Are there subgroups (we know there are) that are more amenable to treatment and variable allele suppression? Usually "cure" requires a disease free interval of 5 years so don't get your hopes up but if there is disease modification, then mortality, AML rates, evolution to higher risk categories will all be effected. So maybe your dead horse isn't dead, just limping. Also more basic science bench work a la Dr. Ma (a superb researcher) re other indications (see prior study in CML blast crisis), and the MIA Dr. Lane (strong out of the starting gate, now just an imaginary friend who won't answer my emails). Not to mention other potential combination evaluations that have to start in the basic science lab. Anyway, I am sure Geron will find something interesting to present while we continue to wander in the desert in search for the promised land. Not all who wander are lost but it does kinda feel like we are sometimes, anybody's kingdom for a horse? Regards, bp