Great comment, Hiprock. As not everybody visiting this board has a SA account, I have copied the MM part of Hoosiers article here:
Multiple Myeloma (MM)
Janssen will revisit Imetelstat as a treatment for multiple myeloma based on the following:
· Imetelstat and lenalidomide appear to have similar efficacy in MDS.
· Lenalidomide sales as a multiple myeloma treatment are ~$5B per year.
· There are ~96,000 multiple myeloma patients living in the US alone.
· Janssen highlighted the need for new therapies in their May '15 investor presentation.
· The majority of multiple myeloma patients are anemic at diagnosis with the remainder becoming anemic during their disease progression.
· Multiple myeloma patients with increased marrow fibrosis have a poorer prognosis.
· Multiple myeloma is one of Janssen's core focus areas.
· Geron's prior Phase 2 trial suggests Imetelstat will benefit multiple myeloma patients.
Geron has conducted two Phase 1 clinical trials (NCT00718601, NCT00594126), and a Phase 2 clinical trial (NCT01242930) to investigate Imetelstat as a treatment for multiple myeloma. The Phase 2 trial (NCT01242930) featured Imetelstat as a single agent therapy dosing at 9.4 mg/kg on days 1 and 8 of a 28-day cycle. According to Geron's 2012 annual report, the Phase 2 multiple myeloma trial was designed as a biomarker trial and not necessarily to directly enable further development of Imetelstat in multiple myeloma. Preliminary data from the multiple myeloma trial showed a rapid and significant decrease in myeloma progenitor cells with several patients experiencing delayed, but sustained, clinical responses as measured by standard criteria. Geron concluded the Phase 2 data supported the thesis that Imetelstat has a beneficial effect on malignant progenitor cells. However, given the results of the ET trial and the potential application of Imetelstat in other hematologic myeloid malignancies, Geron chose not to pursue development of Imetelstat in lymphoid malignances at that point in time. A summary of Geron's multiple myeloma results and commentary is shown below.
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Multiple Myeloma Phase 2 Preliminary Results (From Geron's 2012 annual report):
"We designed a Phase 2 trial of imetelstat in patients with multiple myeloma to measure the effect of imetelstat on the progenitor cells responsible for the disease. This trial was primarily designed as a biomarker trial and not necessarily to directly enable further development of imetelstat in myeloma. The preliminary data from this trial, as of July 30, 2012, have been published in an abstract in the journal, Blood (ASH Annual Meeting Abstracts) 2012 120: Abstract 4898. The published data showed a rapid and significant decrease in myeloma progenitor cells that were detected in the blood over the course of imetelstat treatment in eight out of nine patients assessed. In addition, several patients experienced delayed, but sustained, clinical responses as measured by standard criteria. We believe these data support the thesis that imetelstat has a beneficial effect on malignant progenitor cells.
As reported in the abstract, as of July 30, 2012, six patients remained on study. Four patients were discontinued from imetelstat therapy after receiving a median of seven doses of imetelstat. Of these four, two patients discontinued due to disease progression and two patients discontinued due to hematologic toxicity. Cytopenias, or reduced blood cell counts, were the most frequently reported toxicities with eight of ten patients demonstrating Grade 3-4 thrombocytopenia and neutropenia during cycle 2, which in many cases required dose reductions or holds in subsequent cycles.
This trial is no longer enrolling patients, and we expect full clinical data from all patients enrolled in the multiple myeloma trial will be available in 2013. Given the results of the ET trial and the potential application of imetelstat in other hematologic myeloid malignancies, at this time, we do not have any plans to pursue further development of imetelstat in lymphoid malignances, including multiple myeloma.
We intend to expand our directed program of investigator-sponsored trials to other hematologic myeloid malignancies, including myelodysplastic syndromes and acute myelogenous leukemia. The specific design of these trials will be informed by preliminary data from the Mayo Clinic Trial. At this time, we do not have any plans to develop imetelstat in lymphoid malignancies, including multiple myeloma."
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For the above reasons, Janssen is likely to revisit Imetelstat as a treatment for multiple myeloma in hopes of aiding patients and capturing a portion of Celgene's ~$5B per year of lenalidomide sales. Future trials would feature revised dosing schedules and may utilize Imetelstat in combination with Daratumumab or Velcade, both of which are approved multiple myeloma therapies that were developed by Janssen. It should be noted that Geron has patent protection involving the treatment of multiple myeloma via a combination of Imetelstat and Velcade until April 2025.
Some links as provided by Hoosier:
Cancer treatment by combined inhibition of proteasome and telomerase activities US 7998938 B2:
http://www.google.com/patents/US7998938
MM is one of JNJ focus areas:
http://files.shareholder.com/downloads/ ... _Final.pdf
Lenalidomide sales:
http://ir.celgene.com/releasedetail.cfm ... eid=923485