never the less if ASTY's SP is in the 7's based on where they are in their pipeline's development, GERN should be trading at at least $5 right now.
At this juncture Imetelstat looks far more promising now than older hESC test trials based on 5 patients revisited.
it's already $4 over the IPO. 1mil shorts in GERN had to cover their ASTY shares now $5 BTX warrants. Will it be a mad rush out the door come Thursday morning?
it's merely an illustration how anyone can manipulate numbers. 4.4 of 52.61 is 8%. But a drop of 4.4% makes the new % 48.21%
Irish did you hear anything on why Joane was taken off the trial? Seemed she did meet CI but not PR or CR endpoints and her condition has since deteriorated. I thought anyone with some CI was allowed to continue?
4.4% less than 52.61% is a drop of 8% from the previous tute update. It's all in ones perspective. But it did show more sold after that news pop. than bought into it....to be expected. Would like current numbers as these reflect 3 month interval updates. Yahoo's is way off at 33%. My hunch is there has been an increase in buying.
Hard to tell if CI's were in the FDA's red line MF inclusion. I believe the FDA used "any improvement" CI, PR & CR as the criteria for continuing treatment in MF trials and anyone else in ET was taken off. Clinical improvements I would think were included in this group. However Joane showed some benefits and yet was cut off so perhaps CI's were not included.
Ranchands report on Joane's progress blog was sad. She seemed to be doing well on imetelstat for the last year and as he points out has deteriorated since being take off. Someone mentioned earlier that several patients may have switched back and forth from CI to PR to CR and visa versa. If CL's were where the FDA decided to draw it's line than it would be unfortunate as you pointed out to patients like Joan who had some benefits but were not deemed as significant PR or CR in order to remain on treatment but still may have benefited by being o the drug. "If her health has deteriorated since treatment stopped as a result of the clinical hold this clearly falls on the short sightedness of the FDA in their decision. Maybe if allowed to continue she could have switched to a PR given a longer time frame.
Around the pond with my short sightedness I only fell trees that appear short in height as a safety measure. Felling something that could growth spurt 10 fold is asking fur trouble.
$10 or $30 upside risk is significantly more than $1 downside risk anyway you look at it.
who's head did Joe use? And did he give the border guards the heads up? I can't imagine where this is all heading.
Furthermore if the ASH data confirms that 40% went into remission and 100% (9 of 9) into remission in the MDS RARS not only will Imetelstat validate it's first in class oncology drug title but a multi use cancer treatment indication application.
Can't you easily see a 400% gain in SP on the upside?
Geron is getting the Mayo IND at the end of September, however and even more important, they already have all the DATA from Mayo, and that is VERY significant. They are using that data "to inform the the new Phase 2 trial" which means they are certainly moving forward and the data from MC will help inform them on dosages, mylosuppressive effects etc. This is very good news.
The 33 patients still enrolled in the Mayo all have CI or PR or CR. That is remarkable and not fully appreciated. We don't know exactly the status of the MDS patients, but we do know that every single one is still enrolled more than 8 months later. Can Jakafi claim anything close to this?
...if you read the entire thread you'd know the number 33 CR came from
CDKN1A/Imetelstat's July Yale abstract, not Maine's cheese impacted conjectured colon.
implied, lumped or deliberately omitted for a "ASH" worthy abstract to be presented at a later date who knows until it is presented. It certainly would be a hot tamale for INCY to handle.
No problem Biopearl, always appreciate your contributions to the board's discussion.
Dr. David Snyder, City of Hope, Duarte, California Transplants and Imetelstat https://www.youtube.com/watch?v=wlymlEjeGks
Synergistic tumor suppression by combined inhibition of telomerase using imetelstat and other oncology drugs is but one of a growing list of other possible indications. Another abstract to add to the growing list for worthwhile discussion come ASH.
Imetelstat: First-in-class Telomerase Inhibitor
• First telomerase inhibitor in clinical development
• 13-mer modified oligonucleotide with palmitoyl lipid
tail (not to be confused with a beaver tail)
• Competitively binds to RNA template of telomerase
• Potent inhibitor of telomerase enzyme activity
– IC50 = 0.5-10 nM (cell-free)
– IC50 = 0.15-1.77 µM (cell-based)
• Long half-life in bone marrow, spleen and liver
– Tissue t½ = 50-90 hr in rodents
– Predicted human t½ = 41 hr with doses 7.5-11.7 mg/kg