JnJ opt-in might be sooner than we think

Post by **Fishermangents** » Wed Feb 03, 2016 10:40 am

This is what Leviek from SA recently said:

'The simple fact that opt-in by JNJ may come as soon as phase III MDS begins. If we get anything like the same percentage of TI's at Mayo, we're in. If they also decide to advance into AML phase 1, it may also trigger opt-in. I feel strongly that opt-in by JNJ will take place not much after the middle of the year. Geron's pipeline is Imetelstat's pipeline, which is based on JNJ's ability to advance this into a platform. Why inhibit that platform by not advancing the science? If a technology company has a product, let's say Apple's iPhone, should Apple have produced the iPhone 1 and left it at that? Each succeeding iPhone advancement + operating system change made the iPhone a better product. Should Geron sit still with Imet and collect coupons or should they, and JNJ, find complimentary therapies that can make Imet better? This is a no brainer and I'm surprised there is so much uncertainty about it. Scarlett is a smart guy. He cut out the Geron fluff when needed and now has the power to advance the company. Sometimes one has to have faith in the leaders.'

That also means that the next milestone payment might be sooner than expected.