ASH 2019
Posted: Sat Nov 23, 2019 11:55 pm
Well there have been numerous ‘big’ ASH events / abstracts for Geron in the past several years. They all seem to come in like a lion and out like a lamb.
(Not the least of which was Dr. Tefferi’s abstract in 2013, which revealed efficacy in both indications across a handful of patients. Stock went up to $5.50 the day of the presentation and was hammered after that.)
Well here we are with that pilot study peer reviewed in NEJM and then proven out over the course of the next 6 years, with a FDA Hold in the midst. Imetelstat again is clearly showing efficacy effects (and a good safety profile) in patients in both indications.
I’m wondering if this ASH, which is coming in like a lamb, may go out like a lion this time.
For MDS, we now have a Phase III initiated, and industry experts and executives will be taking note of the late stage. AND, this poster is coming via a new protocol for ASH, for trials of note. Am I wrong to think that we should see new data from the Phase II/III which will give us additional durability of effect. Last data cut showed TI of almost 3 years for a patient. Will we see continued durability in this poster? This would be great to see.
For MF, very little fanfare on the preclinical abstract for a combo with Rux, INCY’s approved palliative drug. Dr. Rizo already is studying dosing schedules for this combo. This is huge.
Does anyone wind up taking note of these advancements and advanced stages, besides the diehards? Doesn’t look
like it at the moment, but the conference is in 2 weeks so we will see.
(Not the least of which was Dr. Tefferi’s abstract in 2013, which revealed efficacy in both indications across a handful of patients. Stock went up to $5.50 the day of the presentation and was hammered after that.)
Well here we are with that pilot study peer reviewed in NEJM and then proven out over the course of the next 6 years, with a FDA Hold in the midst. Imetelstat again is clearly showing efficacy effects (and a good safety profile) in patients in both indications.
I’m wondering if this ASH, which is coming in like a lamb, may go out like a lion this time.
For MDS, we now have a Phase III initiated, and industry experts and executives will be taking note of the late stage. AND, this poster is coming via a new protocol for ASH, for trials of note. Am I wrong to think that we should see new data from the Phase II/III which will give us additional durability of effect. Last data cut showed TI of almost 3 years for a patient. Will we see continued durability in this poster? This would be great to see.
For MF, very little fanfare on the preclinical abstract for a combo with Rux, INCY’s approved palliative drug. Dr. Rizo already is studying dosing schedules for this combo. This is huge.
Does anyone wind up taking note of these advancements and advanced stages, besides the diehards? Doesn’t look
like it at the moment, but the conference is in 2 weeks so we will see.