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CVR Energy, Inc. Message Board

beachcomber9572 3 posts  |  Last Activity: Jun 1, 2016 10:12 AM Member since: May 7, 2004
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  • Reply to

    A $3 stock??

    by kimwll Jun 1, 2016 1:35 AM
    beachcomber9572 beachcomber9572 Jun 1, 2016 10:12 AM Flag

    JnJ are waiting to see if GERN's wonder drug actually works. When they are convinced it's marketable, they'll buy GERN out.

  • beachcomber9572 beachcomber9572 May 10, 2016 1:49 PM Flag

    A better comparison is the IBB. GERN tracks it pretty much perfectly for the last 6 months. There's no compelling news here, and won't be for a while, so we are just drifting with the sector average.

  • Reply to

    Plenty of risk.

    by asherdad13 Apr 29, 2016 11:27 AM
    beachcomber9572 beachcomber9572 Apr 29, 2016 11:50 AM Flag

    This is highly unlikely to be a significant issue so long as therapy does not need to be continuous. Even if Imetelstat needs to be administered in repeated courses to maintain clinical response, so long as there is a gap between them, it's highly unlikely that this mechanism will do long-term damage to the immune system (and I'd add it's far from guaranteed even if therapy *is* continuous). From first principles, any form of chemotherapy should be written off as far too horrendously damaging according to this kind of logic. We still use it, and deal with the side effects, since they generally recede post-treatment, and because it works.

    Honestly, the main risk is still that the disease-modifying activity simply fails to replicate in large trials. That's what we need to be worried about.

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