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Ohr Pharmaceutical, Inc. Message Board

  • hugeman99 hugeman99 Nov 7, 2013 10:01 AM Flag

    OFF TOPIC. GERN abstract just released. How good is this?

    Stuart, Livermore. The abstract to ASH presentation of GERN's Imetelstat for Myelofibrosis was just published.

    Obviously, no chance of posting a link. You'll need to do google search for American Society of Hematology Abstracts.

    Regardless, they had 44% response rate and 4 complete responses. As I understand it, this is a potential step change in treating Myelofibrosis.

    Not sure you guys feel comfortable opining on areas other than eyes, but recall Stuart having the wisdom to realize the long term impact to REGN when Eyleas PhII results were announced.

    Not trying to hype in any way, just trust your opinions.

    GERN market cap around $850M after nearly doubling today. I was lucky enough to get in at mid $4 range premarket and have already unloaded 3/4 of position. Holding rest for potential long term.

    Any thoughts?

    Huge

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    • Hugeman:
      Kudos on your GERN trade.
      I am only worth listening to when it concerns the ophthalmic arena -- (idiot savant here)
      This market looks very vulnerable overall.
      I have lightened up quite a bit in energy E+Ps.

      • 1 Reply to stuartcreekfarms
      • Thx. GERN pulling back as as abstract is analyed closer. Evidently analysts are noticing that GERN was somewhat liberal in their definition of Complete Response compared to accepted definitions. Regardless, it sounds like good data, maybe just not GREAT data. GERN will now be a battleground stock like SRPT who thinks using trail data from 7 'good' patients out of a 9 patient PhII trial is enough for FDA approval.

        That begs the question of whether OHRP is truly a crash/homerun on PhII data. Maybe Livermore's hypothothese on Squalamine reaching back of eye will hold somewhat true giving some benefit, but not overwhelming. Then what does OHRP stock do?

        Whatever way it goes, I'm guessing this board won't be the same after the Squalamine PhII data is released.

 
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