Imetelstat: The First Disease-Modifying Drug for Myelodysplastic Syndromes?
Posted: Tue Aug 06, 2019 6:53 pm
I don't think anyone has posted this fantastic overview from the conference / confirmation of the breakthrough data from Imetelstat presented.
Imetelstat is the headline story of this conference review:
https://www.emjreviews.com/hematology/c ... -congress/
In summation, Imetelstat works, period.
Here is what I wrote in re: the stock price in the face of this headline story.
This stock price is absurd given the steady flow of good / great news over the past 10 months.
Latest of which is the recent journal out of the European conference which touts the breakthrough efficacy shown by Imetelstat in Phase II. This was the lead story in the summation of the recent conference. This is phenomenal confirmation of what we are being confounded by - is the market saying that Imetelstat doesn’t work? Considering that the stock is valuing the company at cash, the market appears to be saying that. But the experts are confirming the opposite. Imetelstat is a breakthrough drug delivering never before seen efficacy, “Tantamount to a cure in some patients” in the Mayo Clinic Pilot study from 2013.
2013-2019 imetelstat has had continuous successful data, combined with one bogus FDA hold and one behemoth company dropping out of their 80% ownership rights.
What I think - The market is actually not saying Imetelstat doesn’t work, it is saying it does not want to wait the projected 3 years for the commercialization, period. That is why their is an outsized opportunity for exponential (multiples of 10) gains now,
Although may as well go chant and meditate in Mongolia in the time being, cause to get the gains will require what most don’t possess, patience.
Imetelstat works, period.
Imetelstat is the headline story of this conference review:
https://www.emjreviews.com/hematology/c ... -congress/
In summation, Imetelstat works, period.
Here is what I wrote in re: the stock price in the face of this headline story.
This stock price is absurd given the steady flow of good / great news over the past 10 months.
Latest of which is the recent journal out of the European conference which touts the breakthrough efficacy shown by Imetelstat in Phase II. This was the lead story in the summation of the recent conference. This is phenomenal confirmation of what we are being confounded by - is the market saying that Imetelstat doesn’t work? Considering that the stock is valuing the company at cash, the market appears to be saying that. But the experts are confirming the opposite. Imetelstat is a breakthrough drug delivering never before seen efficacy, “Tantamount to a cure in some patients” in the Mayo Clinic Pilot study from 2013.
2013-2019 imetelstat has had continuous successful data, combined with one bogus FDA hold and one behemoth company dropping out of their 80% ownership rights.
What I think - The market is actually not saying Imetelstat doesn’t work, it is saying it does not want to wait the projected 3 years for the commercialization, period. That is why their is an outsized opportunity for exponential (multiples of 10) gains now,
Although may as well go chant and meditate in Mongolia in the time being, cause to get the gains will require what most don’t possess, patience.
Imetelstat works, period.