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Allergan plc Message Board

lws2000 113 posts  |  Last Activity: Jul 14, 2016 2:27 PM Member since: Nov 21, 2001
  • Reply to

    JNJ Understands Imetelstat (IMET)

    by lws2000 Jun 17, 2016 8:46 AM
    lws2000 lws2000 Jun 17, 2016 8:02 PM Flag

    JNJ controls IMET. Geron (Dr. S president) owns IMET. The discussion is about control and ownership--the importance of each.

    Anyway you look at it, it is now a JNJ ballgame. Dr S. (like him or not) will become a very wealthy man, if JNJ manages new approvals (FDA, EMA, Asia). After all, IMET was his ball to hand over to JNJ, but he did not give up ownership, only control. The "ball" is worthless if IMET fails. JNJ benefits greatly if IMET succeeds, but JNJ does not "need" IMET.

  • Reply to

    JNJ Understands Imetelstat (IMET)

    by lws2000 Jun 17, 2016 8:46 AM
    lws2000 lws2000 Jun 17, 2016 4:11 PM Flag

    I hope Chippy is doing nothing but sitting by his computer or mobile device (perhaps art the beach) waiting for orders from JNJ. Chippy serves at JNJ's discretion.

  • Reply to

    JNJ Understands Imetelstat (IMET)

    by lws2000 Jun 17, 2016 8:46 AM
    lws2000 lws2000 Jun 17, 2016 11:21 AM Flag

    Of course a Geron investment is risky, since Geron has one medicine that it has handed over to JNJ for approvals (FDA, EMA, other) and development. JNJ is making a major effort (100 trails, MF, MDS, AML coming). Only JNJ has all of the information and knows the whole story. Obviously IMET (as a Geron holding) is "potentially profitable".

  • Reply to

    JNJ Understands Imetelstat (IMET)

    by lws2000 Jun 17, 2016 8:46 AM
    lws2000 lws2000 Jun 17, 2016 10:36 AM Flag

    From a investors point of view, Geron no longer exist as a drug company, but is a vehicle to get into JNJ in a very profitable way. Obviously, a 1 point gain in Geron is about a 30% gain, while a 1 point gain in JNJ is about a 1% gain. The speculation is that JNJ will get IMET approved (beyond ODD), and that JNJ will continue to control IMET, and perhaps absorb all of Geron for cash or JNJ stock. IMET is manufactured, distributed, and analyzed (trial results) by JNJ. Geron, at this point in time, has an investors interest in IMET, as a major stock holder.

  • JNJ has already absorbed Geron (one way or another) and that is a good thing. JNJ will keep Geron out of trouble (legally, financially, medically). JNJ will not cheat, lie or falsify anything that concerns IMET, but they are a tough and proper task master. The FDA and the EMA will listen to them. JNJ, by recent accounts, is the most respected company in the USA.

  • Reply to

    JNJ Rarely Makes a Mistake; "IMET Story"

    by sidesaddlex Jun 15, 2016 8:31 PM
    lws2000 lws2000 Jun 16, 2016 5:04 PM Flag

    Investing in Geron is another form of investing in JNJ. I have owned JNJ stock for a very long time and have never been disappointed. JNJ will maximize IMET's usefulness in blood cancers and beyond.

    JNJ has already absorbed Geron (one way or another) and that is a good thing. JNJ will keep Geron out of trouble (legally, financially, medically). JNJ will not cheat, lie or falsify anything that concerns IMET, but they are a tough and proper task master. The FDA and the EMA will listen to them

  • Reply to

    37 and 57

    by tazamatic2002 Jun 16, 2016 10:38 AM
    lws2000 lws2000 Jun 16, 2016 3:55 PM Flag

    You numbers are too low.
    *****************************************
    From ASCO

    STATUS
    • Approximately 97 sites are planned in 12 countries (Figure 3).
    • Enrollment began in June 2015 and is ongoing.
    • As of May 25, 2016, there are 77 active sites.

  • Reply to

    JNJ Rarely Makes a Mistake; "IMET Story"

    by sidesaddlex Jun 15, 2016 8:31 PM
    lws2000 lws2000 Jun 16, 2016 2:54 PM Flag

    Chippy said that Geron no longer has any responsibility for Imetelstat. I take that to mean that Janssen (JNJ) has all of the responsibility (control, trials, approvals, information released, distribution of IMET, analyses). Chippy is at JNJ's beckoned call to be used as they see fit. Chippy will get richer than god, if JNJ brings IMET to its full potential, without any unseen holes in the road. We don't know yet, "How successful will IMET really be?", but JNJ is pushing very hard.

    From ASCO (JNJ & Mayo Clinic)-- "There is a great unmet need for effective therapy for this pt population. Imetelstat sodium is a 13-mer oligonucleotide that specifically targets the RNA template of human telomerase and is a potent competitive inhibitor of telomerase enzymatic activity (Asai et al, Cancer Res 2003; Herbert et al, Oncogene 2005). A pilot study of imetelstat therapy in MF demonstrated complete and partial remissions, including some molecular remissions (Tefferi et al, N Engl J Med2015). Based on the novel mechanism of action imetelstat may provide clinical benefit to pts with intermediate-2 or high-risk MF with refractory/relapsed disease after JAK inhibitor therapy. "

  • Reply to

    JNJ Rarely Makes a Mistake; "IMET Story"

    by sidesaddlex Jun 15, 2016 8:31 PM
    lws2000 lws2000 Jun 16, 2016 10:37 AM Flag

    JNJ is a winner only if IMET succeeds. If JNJ is an IMET winner, Geron shareholders will also be winners.

  • lws2000 lws2000 Jun 15, 2016 6:37 PM Flag

    Approvals from the FDA or the EMA are equally acceptable.

  • lws2000 lws2000 Jun 15, 2016 4:01 PM Flag

    JNJ rarely makes a mistake. The fact that they have put so much time and effort (trials, resources) into IMET means that they know that they have a "transformative" cancer medicine.

  • lws2000 lws2000 Jun 15, 2016 11:42 AM Flag

    Let's keep focused on Imetelstat (IMET), blood cancers, combination drugs, cancer vaccines, trial results and approvals. The "disrupters" are out in force with a variety of motives. The EU often moves faster than the FDA, and some see EU approvals coming soon (about a month). This would increase everyone's confidence, and certainly lift the PPS.

  • lws2000 lws2000 Jun 14, 2016 8:35 PM Flag

    Donald Trump (alias wegbox403, wgboxman1403), please stop posting here. You are a bigot, a liar and a disgrace to the USA.

  • lws2000 lws2000 Jun 14, 2016 8:07 PM Flag

    We need new approvals. Otherwise IMET will only be a gleam in somebody's eye. A drug without approvals is useless from an investor's point of view. JNJ is the one of the most successful drug companies in the world, so their word along with Mayo Clinic's Pilot study seems very convincing. The FDA sees IMET the same way--safe and effective.

  • lws2000 lws2000 Jun 14, 2016 1:59 PM Flag

    There is a high probability that new IMET approvals will come from outside of the USA before the FDA gets around to it. The trials are taking place on 3 continents: North America (2 countries), Europe (7 countries), Asia (3 countries). JNJ has exposed the world to Imetelstat. Europe often has quicker approvals than the USA. JNJ, with so many projects in the fire, would not pursue IMET with such intensity unless they were sure of success.
    ********************************************************
    STATUS (from ASCO poster)--Countries

    • Approximately 97 sites are planned in 12 countries (Figure 3).
    • Enrollment began in June 2015 and is ongoing.
    • As of May 25, 2016, there are 77 active sites.

    • Belgium
    • Canada
    • France
    • Germany
    • Israel
    • Italy
    • South Korea
    • Spain
    • Switzerland
    • Taiwan
    • United Kingdom
    • United States

  • lws2000 lws2000 Jun 14, 2016 12:48 PM Flag

    Donald Trump (alias wegbox403), please stop posting here. You are a bigot, a liar and a disgrace to the USA.

  • lws2000 lws2000 Jun 14, 2016 12:14 PM Flag

    BlackM--I would guess that all of the thumbs down votes were the same people that vote all of your posts down (probably multiples). The true vote is likely 10 to 0 favoring IMET.

    IMET's successes and Geron's PPS are uncorrelated for now (until new approvals). A new drug is not accepted by the bulk of investors until it is approved. ODD status (USA & EU) already is in place.

  • There is no question that IMET works. ASCO focused on IMET, and patients' needs now ("unmet medical needs"). IMET meets all criteria for advanced approvals. Mayo Clinic (Dr. Tefferi) had remissions and disease modifications never seen before (MF). JNJ has confirmed that study and has expanded the trials (near 100 worldwide, MF, MDS, with AML coming).

    Various descriptions of Imetetstat: 1. transformative cancer drug, 2. unprecedented remissions, 3. disease modifications never seen before (blood cancers), 4. saves lives, 5. safe to use, 6. enhanced effectiveness in combinations.-- (Previous)

    This is an outline of Imetelstat as part of any cancer program and Joe Biden's "cancer moonshot". Of course the FDA also knows this with all of the details. The "IMET Story" is almost complete. All that is needed is advanced approvals from the FDA or anyone of the 12 ASCO listed countries.

  • Reply to

    UNMET MEDICAL NEEDS (blood cancers)

    by sidesaddlex Jun 13, 2016 11:44 AM
    lws2000 lws2000 Jun 14, 2016 7:52 AM Flag

    I separate Geron's PPS from IMET's medical and scientific successes. My premise is that advanced approvals (FDA or other) will move Geron's PPS higher. I will have to wait and see if I am right. "Umet Medical Needs" and a good safety profile mean new approvals (beyond ODD) are a certainty. Who will be first: North America (2 countries), Europe (7 countries), Asia (3 countries)? My guess is someplace in Europe or the entire EU, before the USA.

  • Reply to

    EU approval

    by biopearl Jun 13, 2016 12:42 PM
    lws2000 lws2000 Jun 13, 2016 11:34 PM Flag

    There is a high probability that new IMET approvals will come from outside of the USA before the FDA gets around to it. The trials are taking place on 3 continents: North America (2 countries), Europe (7 countries), Asia (3 countries). JNJ has exposed the world to Imetelstat. Europe often has quicker approvals than the USA.
    ********************************************************
    STATUS (from ASCO poster)--Countries

    • Approximately 97 sites are planned in 12 countries (Figure 3).
    • Enrollment began in June 2015 and is ongoing.
    • As of May 25, 2016, there are 77 active sites.

    • Belgium
    • Canada
    • France
    • Germany
    • Israel
    • Italy
    • South Korea
    • Spain
    • Switzerland
    • Taiwan
    • United Kingdom
    • United States

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