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Incyte Corporation Message Board

  • jacosa jacosa Nov 7, 2013 10:36 AM Flag

    ANY reaction to Geron study is an over-reaction

    As I said before, MF is a chronic disease, so you judge a drug on durable effect and tolerability.

    In what looks like an expanded p1 study, Imetelstat generated 44% response rate among 18 patients followed for 3 months, with side effects asserted to be tolerable (Dr Tefferi, not to put too fine a point on it, is known to be a frequent liar, so while his results are as good as anyone else's, his judgment calls are worthless). This is a lead, but it is 6-10 years from a possible drug approval.

    Imetelstat is a lipid-conjugated polynucleotide; both lipid conjugates and polynucleotides have a history of being bad drugs. It is a telomerase inhibitor, which is a type of candidate that has had problems in the past, and it is given by slow intravenous infusion, which is the least acceptable way to dose a drug.

    I can tease a little more out of the poster, but it's only of interest to Geron fans. Basically, the news should have no effect on Incyte.

    INCY is now in the vicinity of what I consider its "resting price;" I see no particular buying opportunity (nor need to sell, either).

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