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Allergan plc Message Board

lws2000 195 posts  |  Last Activity: Jul 14, 2016 2:27 PM Member since: Nov 21, 2001
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  • lws2000 lws2000 Apr 26, 2016 8:52 AM Flag

    Apples and Oranges: IMET's Medical Successes and Geron's PPS.

    They do not correlate. IMET's medical future is being determined by JNJ, while Geron's PPS is hedge fund driven ( about short term profits and losses). From time to time they relate to each other.

    FDA approvals for IMET are the key factor, that should be close because "all criteria are met", and IMET is a life saving medicine.

  • lws2000 lws2000 Apr 26, 2016 9:43 AM Flag

    Dr. Tefferi ran the original Mayo Clinic successful IMET/MF trials, and now he is the principle investigator for the Janssen IMET/Extended Blood Cancer trials. He is the most knowledgably IMET expert in the world.

  • lws2000 lws2000 Apr 26, 2016 10:16 AM Flag

    Look at the ASCO title: "--previously treated with Janus kinase (JAK) inhibitor--"

    The JNJ worldwide trials are designed to determine several things, including a comparison of IMET with JAK--the subject of Dr. Tefferi's talk.

    1. Compare the effectiveness on the symptoms (spleen, general improvements)
    2. Compare disease modifying properties'(full and partial remissions, tentative cures--chronic and full)

    Dr. Tefferi, as the principle JNJ investigator, will tell about the progress of the JNJ trials, with JNJ's full permission. He also maintains his Mayo Clinic position.

  • Reply to

    Janssen's Motives

    by blackmarango Apr 25, 2016 1:09 PM
    lws2000 lws2000 Apr 26, 2016 1:43 PM Flag

    My believe is that Janssen (JNJ) has all they need now to continue their trials for treatment of several blood cancers, with ODD status (USA & EU). MF is their primary objective at the moment. Considering the depth, scope and extent of their IMET trials, it appears that they are seeking something beyond simple approval in the USA, perhaps platform approval all over the world. They have probably already confirmed Dr. Tefferi's successes at Mayo Clinic. Dr. Tefferi will tell us at ASCO in early June.

  • Reply to

    Janssen's Motives

    by blackmarango Apr 25, 2016 1:09 PM
    lws2000 lws2000 Apr 26, 2016 2:25 PM Flag

    The Geron PPS depends on Janssen (JNJ) and their principle IMET investigator, Dr. Tefferi.

  • Reply to

    Janssen's Motives

    by blackmarango Apr 25, 2016 1:09 PM
    lws2000 lws2000 Apr 26, 2016 2:46 PM Flag

    The world will not believe the "Imetelstat story" until JNJ and Dr. Teferri tell it in detail, including updated trial data and analyze. Geron is an intermediary, with little market-credibility. It's JNJ's game to win or lose.

  • Reply to

    Janssen's Motives

    by blackmarango Apr 25, 2016 1:09 PM
    lws2000 lws2000 Apr 26, 2016 6:48 PM Flag

    Dr. T was the principle investigator for the original successful MF trials at Mayo Clinic. He also is the principle investigator for Janssen (JNJ) for the confirming MF and extended blood cancer trials. He is the IMET principle investigator across the board, and will present at ASCO comparing IMET to JAK. The news will be good and detailed, with JNJ's blessings.

  • Reply to

    Janssen's Motives

    by blackmarango Apr 25, 2016 1:09 PM
    lws2000 lws2000 Apr 26, 2016 11:25 PM Flag

    Blackm----"Chippy" is not calling the shots. Janssen (JNJ) and their principle IMET investigator (Dr. T) are running the IMET trials and are in control. "Chippy" told us to watch the JNJ/IMET/Dr. T trials. Geron is a junior partner and "Chippy" is a JNJ advisor at the moment. Dr. T is speaking at ASCO and will be comparing IMET with JAK, based upon the trial results. That is what we are waiting for.

  • lws2000 lws2000 Apr 27, 2016 8:32 AM Flag

    Is there another interpretation? Dr. Tefferi, as the Janssen/Imetelstat principle investigator and with JNJ's permission, will bring the "IMET story" up to date at ASCO. JNJ will no longer keep their conclusions (IMET in worldwide trials) hidden from the public. It has been many months since their first IMET infusion (mid-Sep. 2015). The safety profile continues to be good, and remissions are unique.

    Previous---Look at the ASCO title: "--previously treated with Janus kinase (JAK) inhibitor--"

  • Look at the ASCO title: "--previously treated with Janus kinase (JAK) inhibitor--"

    The JNJ worldwide trials are designed to determine several things, including a comparison of IMET with JAK--the subject of Dr. Tefferi's talk.

    1. Compare the effectiveness on the symptoms (spleen, general improvements)
    2. Compare disease modifying properties'(full and partial remissions, tentative cures--chronic and full)

    Dr. Tefferi, as the principle JNJ investigator, will tell about the progress of the JNJ trials, with JNJ's full permission. He also maintains his Mayo Clinic position.
    ***************************************************
    Previous--The telomerase inhibitor imetelstat in patients (pts) with intermediate-2 or high-risk myelofibrosis (MF) previously treated with Janus kinase (JAK) inhibitor: A phase 2, randomized study.

    Abstract TPS7079

    Ayalew Tefferi, MD - Presenter •
    Mayo Clinic
    Poster Board: #67a

  • lws2000 lws2000 Apr 27, 2016 12:57 PM Flag

    I don't know the numbers (500 to !000 from the beginnning) but testing and trials have gone on for years (ET, MF, MDS, with AML coming). The safety profile continues strong. Dr. Tefferi at Janssen, certainty has confirmed the earlier MF successes (by Dr. Tefferi at Mayo Clinic).

  • lws2000 lws2000 Apr 27, 2016 3:04 PM Flag

    That's what I am hoping. Since Dr. Tefferi is the principle IMET investigator (old Mayo Clinic and new JNJ trials), it is likely his decision about what JNJ releases, and where and when it is released.

  • Reply to

    the fear that give pause to investors !

    by circone Apr 29, 2016 9:42 AM
    lws2000 lws2000 Apr 29, 2016 10:24 AM Flag

    The only fears that count are about Imetelstat (IMET). The fears are that Dr. Tefferi at Janssen cannot repeat the successes of Dr. Tefferi at Mayo Clinic, and some new, deadly safety factor would be uncovered. These possibilities are near zero, but there is always that one in a million possible outcome that has kept the Geron PPS so low (along with hedge funds).

  • Reply to

    the fear that give pause to investors !

    by circone Apr 29, 2016 9:42 AM
    lws2000 lws2000 Apr 29, 2016 11:13 AM Flag

    Certainly there are fears about Geron pocketing the windfall profits, and shutting out the investors. However, that is a secondary consideration. We need IMET successes and approvals from all over the world.

  • Reply to

    the fear that give pause to investors !

    by circone Apr 29, 2016 9:42 AM
    lws2000 lws2000 Apr 29, 2016 12:34 PM Flag

    I hope and think that Dr.Tefferi's presentation at ASCO in early June will be significant using old data from the Mayo Clinic trials and new data from the Janssen trails, since he was and is the principle investigator at both, and certainly a decision maker.

  • I hope and think that Dr.Tefferi's presentation at ASCO in early June will be significant using old data from the Mayo Clinic trials and new data from the Janssen trails, since he was and is the principle investigator at both, and certainly a decision maker.

    No person in the world knows more about Imetelstat than Dr. Tefferi. By ASCO, there should be enough data collected, with analysis, to make some very definitive statements. The abstract indicates that there will be a comparison between IMET and JAK.

  • lws2000 lws2000 Apr 30, 2016 7:23 AM Flag

    We will finally get a formal comparison between JAK (symptoms only) and IMET (disease modifying).

    Look at the ASCO title: "--previously treated with Janus kinase (JAK) inhibitor--"

    The JNJ worldwide trials are designed to determine several things, including a comparison of IMET with JAK--the subject of Dr. Tefferi's talk.

    1. Compare the effectiveness on the symptoms (spleen, general improvements)
    2. Compare disease modifying properties'(full and partial remissions, tentative cures--chronic and full)

    Dr. Tefferi, as the principle JNJ investigator, will tell about the progress of the JNJ trials, with JNJ's full permission. He also maintains his Mayo Clinic position.
    ***************************************************
    Previous (reference mangymutt)--The telomerase inhibitor imetelstat in patients (pts) with intermediate-2 or high-risk myelofibrosis (MF) previously treated with Janus kinase (JAK) inhibitor: A phase 2, randomized study.

    Abstract TPS7079

    Ayalew Tefferi, MD - Presenter •
    Mayo Clinic
    Poster Board: #67a Less

  • Reply to

    Janssen's IMET Results!

    by blackmarango May 1, 2016 10:58 AM
    lws2000 lws2000 May 2, 2016 10:04 AM Flag

    From Black---"There can be NO doubt that this data exists and Janssen has carefully reviewed it."

    Considering the fact that JNJ started infusions (IMET) in the middle of September 2015, you have to be correct. You are also correct that Geron has little credibility with the markets. Everyone wants to hear from JNJ (anytime) and Dr. Tefferi (at ASCO--comparison between IMET and JAK). As you have said, JNJ controls and monitors information releases about IMET (not Dr. S). There is every indication that the data exists and the review will be good. Dr. Tefferi deserves the credit and the honor.

  • Reply to

    Janssen's IMET Results!

    by blackmarango May 1, 2016 10:58 AM
    lws2000 lws2000 May 2, 2016 11:48 AM Flag

    First we need to know JNJ's conclusions about IMET and their continuing trials (MF, MDS, AML in the wings). Then we can discuss the implications for Geron. We have positive hints, but no clear and definitive statements from JNJ that would spill over into Geron's PPS. Dr. Tefferi at ASCO should help (IMET compared with JAK).

  • Reply to

    Sanders Is Right

    by mruyog May 2, 2016 12:38 PM
    lws2000 lws2000 May 2, 2016 1:08 PM Flag

    There is more at stake. Trump would damage our NATO allies, and risk wars with China (trade and real). Trump, as many have said, is a loose cannon and basically dangerous. Hillary is the better choice.

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