State of the Union, post Storm
Posted: Sun Nov 04, 2018 8:05 pm
Here are some of my musings, summing up the recent history of Imetelstat/Geron... it got buried on the Y! board with more than a dozen thumb-downs. I mention that cause the post also is in relation to the stock price, which is a little out-of-bounds for this board, imo.
Hopefully we're through the storm that the Janssen CD tornado brought, and it's clear skies from here. I think we're all a bit road-weary and are not prepared for any more surprises. Negative surprises that is,,, we haven't had a true + surprise since the Mayo abstract in 2013. Cheers all!
“De-risked” has been proven out, in a very long, meandering and confusing way over the past several months.
All the other noise aside ( a lot of it valid noise, I’m just saying put it aside):
- Preclinical research and theory was always extremely exciting, including a Nobel Prize
- The Mayo Clinic pilot study delivered stunning results in a very small sample size. Can I say it? “Tantamount to a cure” in some cases. It’s in the Mayo Clinic brochure; they are proud of Dr. T and his groundbreaking work
- The Mayo Clinic pilot results were peer-reviewed in NEJM. That’s the New England Journal of Medicine and that’s the gold standard.
- Janssen trials have honed in on optimal dosage, identified genetic markers that are most likely to deliver a efficacy response, and seem to have more than confirmed the results of Mayo Clinic pilot
- Preclinical study in combo for AML points a gigantic arrow at what appears to be a cure for this viscous disease
- Study out of Yale is identifying a bio marker and potential for a pan-Cancer treatment with Imet
- Geron loaded up on funds to take the MDS trial to Phase III initiation
The risk of this study failing is very low. Very very low based on the past decade of research that are the foundation for the trial
- Geron trial collaborators are standing up to deliver the results of their 3+ year trial in both indications sponsored by Janssen. I expect they are results that will intrigue their colleagues, and biopharma execs alike
For more scientific details, check the sdrawkcabeman Twitter posts. However the future is bright for Imet, and value will increase in the company that owns 100% of it, in my opinion, slowly and at some times lightning fast... this stock will rise over the next 5 years.
Hopefully we're through the storm that the Janssen CD tornado brought, and it's clear skies from here. I think we're all a bit road-weary and are not prepared for any more surprises. Negative surprises that is,,, we haven't had a true + surprise since the Mayo abstract in 2013. Cheers all!
“De-risked” has been proven out, in a very long, meandering and confusing way over the past several months.
All the other noise aside ( a lot of it valid noise, I’m just saying put it aside):
- Preclinical research and theory was always extremely exciting, including a Nobel Prize
- The Mayo Clinic pilot study delivered stunning results in a very small sample size. Can I say it? “Tantamount to a cure” in some cases. It’s in the Mayo Clinic brochure; they are proud of Dr. T and his groundbreaking work
- The Mayo Clinic pilot results were peer-reviewed in NEJM. That’s the New England Journal of Medicine and that’s the gold standard.
- Janssen trials have honed in on optimal dosage, identified genetic markers that are most likely to deliver a efficacy response, and seem to have more than confirmed the results of Mayo Clinic pilot
- Preclinical study in combo for AML points a gigantic arrow at what appears to be a cure for this viscous disease
- Study out of Yale is identifying a bio marker and potential for a pan-Cancer treatment with Imet
- Geron loaded up on funds to take the MDS trial to Phase III initiation
The risk of this study failing is very low. Very very low based on the past decade of research that are the foundation for the trial
- Geron trial collaborators are standing up to deliver the results of their 3+ year trial in both indications sponsored by Janssen. I expect they are results that will intrigue their colleagues, and biopharma execs alike
For more scientific details, check the sdrawkcabeman Twitter posts. However the future is bright for Imet, and value will increase in the company that owns 100% of it, in my opinion, slowly and at some times lightning fast... this stock will rise over the next 5 years.