Tues conference

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biopearl123
Posts: 210
Joined: Fri Jul 20, 2018 5:13 pm

Tues conference

Post by biopearl123 » Sat Jun 22, 2019 7:49 pm

While Geron has been criticized for a meeting to "reprise" already reported data, I think lost in the noise are the words, Key, Opinion and Leaders. Lets hope we can glean more than just the presented data, but also look to these leaders in the field for Key Opinions. Also it has been mentioned elsewhere ( hat tip to self portrait) that the higher risk patients in MDS had about a 75% TI response, again emphasizing that Lus will probably be first line for low risk, lower TR patients but probably can't touch Imetelstat in efficacy in the higher risk patients. Best Wishes to all, bp

karagozoglu12345
Posts: 57
Joined: Wed Oct 03, 2018 12:48 am

Re: Tues conference

Post by karagozoglu12345 » Sat Jun 22, 2019 11:11 pm

Bp, I agree completely. They are not organizing this event just to repeat the already published trial results. I believe this event has huge significance to dispel the bad omen created, as a consequence of J&J's discontinuation, about the commercial potential of Imetelstat. I hope that investor community in large numbers will tune in to this event. If we don't see a significant pop in the share price after the event then I am wrong.

Ryan
Posts: 45
Joined: Sat Jul 08, 2017 1:41 pm

Re: Tues conference

Post by Ryan » Tue Jun 25, 2019 12:54 am

Dr. Feneaux was quoted in OncLive article as saying a study in higher risk MDS patients was being planned.

Do we hear something of either an academic institution stepping on to do a study or a corporate collaboration to include a high risk MDS cohort in the Phase III? That would be the only thing I could imagine that would be outside of the realm of stated plans by the company.

Probably not the wisest move to try to prognosticate just 12 hours or so from the actual webcast... :lol:

karagozoglu12345
Posts: 57
Joined: Wed Oct 03, 2018 12:48 am

Re: Tues conference

Post by karagozoglu12345 » Tue Jun 25, 2019 4:24 pm

Sadly, I was wrong. Data does not excite Wall Street. And, there does not appear to be any new ideas/plans going forward.

Zhears
Posts: 12
Joined: Mon Oct 08, 2018 12:19 pm

Re: Tues conference

Post by Zhears » Wed Jun 26, 2019 10:21 am

The fact that the meetings with the FDA are being widely publicised gives people confidence that nothing unexpected will happen till then.

The P3 will start and with the quick turnaround for TI by early next next year they should have enough evidence to get the SP rolling.
People making a quick buck can invest elsewhere for at least another month.

The sound quality was awful though. I hope they publish a transcript!

Ryan
Posts: 45
Joined: Sat Jul 08, 2017 1:41 pm

Re: Tues conference

Post by Ryan » Wed Jun 26, 2019 7:50 pm

Seems that every message board is filled with loathe from this meeting.

If you look at the slides it tells a very different story. Change my handle from Ryan to Pollyanna I suppose :mrgreen:

Even I tried to inject some magical happening that was going to happen, with thoughts of expanded cohorts for the upcoming Phase III or even an academic institution steeping in. Well I should have known this wasn’t to be - the Phase III plan for MDS has been telegraphed countless times.
In the same vain, this meeting was also telegraphed in its content, being the same format as the ASH “KOL” on December - the collaborators discuss their presentation for the many many interested parties not in attendance at the conference and then QA. These good doctors were certainly not as dynamic as Dr Raza et al from the past, but not many are...

Anyways I am digressing from my point. Read the slides; they are telegraphing almost certain success of the late stage trial and perhaps a Home Run (first in line) hit in this statistically significant cohort.

Patience is a virtue, but also the worst to have to practice.

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