From stocktwits

[rccola335]

Yesterday we had big volume in the price, went up a little bit, so I figured something was up and today we had good premarket volume .

I guess at the conference today I believe it’s stifel - Geron announced that the national comprehensive cancer network has updated its guidelines to recommend rytelo before HMA‘s

[lacour_98]

Similar comment made on YMB.

[biopearl123]

Yup. As we have said previously HMAs burn the bone marrow with no real regenerative potential. Wilh Imetelstat, regeneration of the bone marrow after reducing abnormal cells because of on target effects and attendant cytopenias (a good thing as implied by Dr. Zeiden’s upcoming presentation,) is possible. Also we will see from Dr. Santini, trends toward OS, symptom control and less AML transformation. All sound like a case for a movement toward first line to me, why waste time with a med (Lus) that does not modify the disease. Earlier treatment may lead to a different disease course. The case is building. Excellent presentation today. As I have said previously (out on a limb for sure), I think we will see a surprise late breaker courtesy of Dr. B. (In all the years I have been moderating this board I have never been right about a late breaker or a plenary). bp

[mistergern]

BP, Other than FDA approval would you agree that this is the best news for Geron thus far? I'm hoping I'm not reading too much into this but moving to first line = blockbuster status.

[biopearl123]

MG, I think Geron would tread very carefully regarding touting first line therapy without a blessing from FDA.But data does still accumulate even now with the required P IV—see clinical trial site so things could evolve in that direction, after all we are finally talking firmly about true disease modification . But since the drug is approved, I do think doctors would have latitude now regarding prescribing especially as supportive data mounts. As to insurers, that’s a different story. They might require failure of current first line therapy with Lus before approving Imet. However, if they were smart they would factor in other obvious factors (out on a limb as usual): longer OS, fewer doctor visits, less AML transformation, improved symptoms etc. It is not impossible that some patients might actually look toward a cure, or at least longer term control, not thinkable with other agents, especially if used earlier. Dr. Santini has had TI patients for several years now. Lus affects red cell maturation but if bone marrow pictures ever normalize could the imagination of medicine encompass a potential cure at some point? It might take an evolution to first line to find out. bp

[Ryan]

Can you say Catalyst… lfg

[biopearl123]

2024 income from Luspatercept 1.8 B

[huntingonthebluffs]

Provided by DAWGnuts re Stifel recap and transcript.

https://www.investing.com/news/transcri ... CH-4349536

[biopearl123]

Watched Faye’s GlobalMPN presentation. Highly recommended. Mentioned possible look at ET and PV. As treatment moves earlier, the subtext is that AML may be delayed or derailed. To be clear not specifically stated (yet). MPN precede about 30% of AML cases. I think we will eventually see pressure to move to first line. Faye also did a nice job discussing the MF studies in progress. I always love to see reference to Dr. T’s original study that showed PRs and CRs. If you have ever seen concrete in the BM you know what is so impressive about that. Also good to get a peek under the curtain to see other Geron employees like Christian working to liaise with advocacy groups such as this one.

[huntingonthebluffs]

I agree, Faye gave a great presentation. And like the moderator said, it was on a level most could understand.

A couple points she emphasized regarding IMpactMF cytopenias was that while grade 3-4 neutropenia's were frequently experienced, there were generally no infections, and though low platelets were widely experienced there was no bleeding. Really!! Of course, and it's proof the drug is on target and the grade 3-4 cytopenias are transient and normally only last a couple weeks.

What great marketing comments and all doctors and patients (and family members) need to understand how different that is to other oncology drugs treating MPNs and why. I may be wrong but think Imetelstat stands alone in those amazing characteristics, of course there will be exceptions. I don't think I have heard it articulated so clearly and strongly.

[biopearl123]

I wonder if the moderator of Faye’s presentation is from Germany (guessing by his accent). He is a patient and is doing very good work disseminating information regarding MDS. He is clearly a gentleman. Perhaps he has facilitated the current decision to begin limited use there, obviously Christian has been working with his organization . If so I hope he can avail himself to treatment.

[rccola335]

https://x.com/gmpnsf/status/19893673508 ... CXgoldHN1Q

[biopearl123]

RC, Thanks for posting. I think I am incorrect, GlobalMPN appears to be based in Spain.