I am a Geron long and I will Quote John Scarlett on the MF space. There is room in the space for Imetelstat and Jakifi. He projects that Gerons share of the Market would provide a Revenue stream of about $400 million to $600 million a year, He also said I had MF and I could take a drug that had a 20% chance of putting me in complete remission I would jump on it.
OK, that's good! Talk to Scarlett about the JAK STAT pathway, different jak inhibitors, their different mechanisms of action, chemical structure etc! Once the FDA sanctions a registrational or pivotal trial for GERN's drug please come and let us know! I would seriously consider buying GERN once the FDA has approved a registrational trial! I really dont invest ever based on a Phase 1 single center single arm trial with a small sample size where the investigator and not the drug company called the shots and wily nilly changed protocols during the trial! As you know the FDA would NEVER allow that for any registrational trial and certainly would not accept a single center, small sample size, single arm non-placebo controlled trial, where the side effects of the non-responders are never fully detailed by the study investigator!