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AML study--not
Posted: Fri Dec 23, 2016 8:43 pm
by biopearl
Coming into the Christmas weekend and looking toward the week between Christmas and New Years it seem unlikely we will see the anticipated AML study details in 2016. JS you go some 'splainin to do. bp
Re: AML study--not
Posted: Wed Dec 28, 2016 8:18 am
by Fishermangents
I guess he has to, indeed.
Re: AML study--not
Posted: Wed Dec 28, 2016 5:14 pm
by biopearl
Fish in reality, he doesn't have to explain a delay or a decision not to proceed (which I don't think is the reality). Thats why all the disclaimers say the information is relevant at the time they say it but subject to future change (and they are under no obligation to tell us if it does). OK how about some predictions for the New Year: 1. AST/BTX spinal cord studies--positive. 2. Geron MF and MDS studies positive 3. Milestones booked in both MF and MDS to the tune of 100M. 4. AML study starts early 2017 5. J and J makes overtures for acquisition. I am hoping for a very good year. Best wishes to all bp
Re: AML study--not
Posted: Thu Dec 29, 2016 3:47 am
by scottmayhew
When is AST study due for release?
Re: AML study--not
Posted: Thu Dec 29, 2016 3:29 pm
by Fishermangents
Bio, legally you are probably right. On the other hand, I consider it as material information, so... maybe I'll drop a line to Geron and ask Anna directly. Who knows we'll get some answer.
Nice predictions. Could all happen as you say. Not too sure about the acquisition though, probably too early. Geron won't go away so easily. In the meanwhile the cooperation seems to go well. The problem is that it is difficult to oversee the cost/benefit for both JnJ and Geron regarding the timing of a potential acquisition. The timing will also depend on the success of imetelstat and the associated plans that JnJ will develop/has developed. And that part we don't know much about. My guts tell me that imetelstat's future should be a bit more matured before both parties are ready for an acquisition.