jacosa, have you seen the phase to in ET for the GERN drug... it seems very promising. They are going after all hematological diseases now, to will go head to head with Jakafi... what's your opinion. Tefferi is conducting a new phase 2 study for GERN
I'll keep checking on Imetelstat. Looks like a very interesting drug, but midway through exploratory phase 2s a a bit early to make much of a judgement. Tentatively, the mechanism of action is attractive Administration by weekly-to-monthly injection/infusion is highly unattractive. The neutropenia signal is of more concern than with a JAK inhibitor because the 'margination' story doesn't seem on the surface to apply (that is, when JAK inhibitors cause neutropenia, the neutrophils are leaving circulation, but are still available to respond to incipient infection). Frankly, it looks like it is targeted to be a very expensive drug, and that's a problem for ET, which is generally not a severe illness (there are exceptions). In any event, it looks complementary with BAT in all indications rather than being a direct competitor to anything.
Thanks for looking into it.... you views are very appreciated. GERN states they will go after all hematological conditions, they say that for most of those telomeres are short... Chip Scarlett has a good record of success, this is a plus for the company.