The Irony of Retrospect........
Posted: Fri Nov 04, 2022 1:09 pm
Recently, I recalled a poster on a forum recounting the current JNJ CEO - Joaquin Durato - and his involvement with Imetelstat during the Geron/JNJ collaboration. Back then Joaquin Durato was the Vice Chairman of the Executive Committee (2018 - 2022) and prior to, the Vice President, Worldwide Chairman, Pharmaceuticals (2011 - 2018) before becoming CEO (2022).
A little research brought me back to this slide deck from JNJ featuring up and coming drugs slated for approval and those still in development with "strategic partnerships and licensing arrangements":
https://www.google.com/url?sa=t&source= ... 93StnDKRXr
On slide #5 is Geron and Imetelstat and on slide #24 is Imetelstat.
Now those of you here who have been paying attention, know that about a half dozen current Geron employees, including: Dr. Rizo, Anil Kapur, Dr. Ying Wan, Laurie Sherman, Libo Sun and Nishan Sengupta worked on the IMBRUVICA (ibrutinib) development team while at Janssen (JNJ), which is listed as a "Mega-Blockbuster" - $4B+ in potential annual revenue stream (slide #13).
Interestingly enough, Nishan Sengupta who is now the - Vice President-Market Access, Pricing, Evidence Strategy at Geron, was the Global/US Access Strategy Lead-IMBRUVICA, B-Cell, Rare Hem at JNJ/Janssen (2015 - 2021) during that time period.
Yesterday Anil Kapur revealed that Imetelstat is projected to be able to treat up to 3x the patient population of Reblozyl (Luspatercept). Reblozyl in turn was forecast to have a peak annual revenue stream of $2B in November 2019. (Jefferies)
https://www.fiercepharma.com/pharma/cel ... d-reblozyl
3 x $2B = $6B........
Has Imetelstat just crossed over into the potential Mega-Blockbuster column?
Perhaps Nishan Sengupta thinks so?? ........ -Kmall
A little research brought me back to this slide deck from JNJ featuring up and coming drugs slated for approval and those still in development with "strategic partnerships and licensing arrangements":
https://www.google.com/url?sa=t&source= ... 93StnDKRXr
On slide #5 is Geron and Imetelstat and on slide #24 is Imetelstat.
Now those of you here who have been paying attention, know that about a half dozen current Geron employees, including: Dr. Rizo, Anil Kapur, Dr. Ying Wan, Laurie Sherman, Libo Sun and Nishan Sengupta worked on the IMBRUVICA (ibrutinib) development team while at Janssen (JNJ), which is listed as a "Mega-Blockbuster" - $4B+ in potential annual revenue stream (slide #13).
Interestingly enough, Nishan Sengupta who is now the - Vice President-Market Access, Pricing, Evidence Strategy at Geron, was the Global/US Access Strategy Lead-IMBRUVICA, B-Cell, Rare Hem at JNJ/Janssen (2015 - 2021) during that time period.
Yesterday Anil Kapur revealed that Imetelstat is projected to be able to treat up to 3x the patient population of Reblozyl (Luspatercept). Reblozyl in turn was forecast to have a peak annual revenue stream of $2B in November 2019. (Jefferies)
https://www.fiercepharma.com/pharma/cel ... d-reblozyl
3 x $2B = $6B........
Has Imetelstat just crossed over into the potential Mega-Blockbuster column?
Perhaps Nishan Sengupta thinks so?? ........ -Kmall