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Allergan Inc. Message Board

comsensea 92 posts  |  Last Activity: Aug 28, 2014 4:54 PM Member since: Dec 28, 2001
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  • Reply to

    How Many Of You Are Convinced

    by mruyog Aug 28, 2014 11:50 AM
    comsensea comsensea Aug 28, 2014 4:54 PM Flag

    I not convinced that a better team could be put together to find a long term partner, or sell the company outright. Scarlett was not brought onboard as a super-scientist or medical coordinator, or to "play-nice" with the FDA; that job has defaulted to Dr. Tefferi. Scarlett is there to maximize the worth of Geron for himself, employees of Geron and investors. Imetelstat, as a medical breakthrough, will be moved forward by others.

  • comsensea comsensea Aug 25, 2014 2:40 PM Flag

    Mayo's credibility, data, and patients' remissions should be all that is necessary to prove the viability of Imetelstat. Geron happens to be the "market-vessel" that contains Imetelstat, and for investors and traders contains all additional baggage that happens to be in that vessel. Imetelstat and its successes are the only things that matter, since the "investment-vessel-form" of Geron will change with partners and mergers. ASH is the day of reckoning.

  • comsensea comsensea Aug 25, 2014 11:57 AM Flag

    It was posted online. I believe this was published in July. I would consider this a complete endorsement of Imetelstat by Mayo Clinic. From a long term investors point of view, this looks very solid. Still the stock is held in the 2's by market forces, which no one can explain.

    The confusion between Mayo Clinic, Geron, and the FDA is difficult to understand. This says to me that Geron is looking for the best financial deal possible with some mega-sized partner. It is also not clear to me why Dr. T now is coordinating Imetelstat trials and data analysis for both Mayo and Geron. The "fog" will clear at ASH, if not before. All Imetelstat data is good, but not perfect, since it does not cause remissions for all MF patients. However, Imetelstat combined with an Amgen drug, brought superior results in several cancer cell categories. Imetelstat shows promise in cancer (telomeres) beyond MF.

  • JUST REMEMBER: "Tantamount to a cure". This is a solid review, and it is all positive. The world is listening, and the FDA is listening. Nobody has any significant negatives (medicine & science).

    *** FROM MAYO BROCHURE***:
    At Mayo Clinic, discoveries happen every day. We focus on the needs of the patient, which require that our research model addresses patient-centered, patient-inspired discoveries.

    STOPPING HEMATOLOGICAL CANCER: New Drug Induces Remissions in Myelofibrosis

    The results of a Mayo Clinic study demonstrate that a drug named imetelstat induces remissions in some patients with myelofibrosis. This is a form of chronic leukemia that affects the patient’s bone marrow that is replaced by fibrosis (scar tissue) instead of blood-producing cells.

    Scientists do not yet know the exact mechanism of action for imetelstat, but believe it interferes with the survival and proliferation of cancer cells by inhibiting a critical enzyme called telomerase. One of the functions of telomerase is to repair the ends of chromosomes called telomeres, and because cancer cells have shorter than normal telomere size, they are particularly susceptible to the drug.

    The study results are promising. Some patients participating in the clinical trial taking imetelstat obtained dramatic responses, and we have seen some complete responses (tantamount to a cure), which is almost unheard of in this disease.

    Although patients may experience relief in response to other treatments, their bone marrow does not usually return to normal. But in the case of this new therapy, some of the patients participating in the trial developed normal bone marrow.

    Researchers studied imetelstat in 33 patients at Mayo Clinic and have now followed the first 22 patients for more than six months. Among these 22 patients, two achieved complete remissions and three partial remission, including reversal of bone marrow fibrosis in four of the five.

  • comsensea comsensea Aug 24, 2014 10:29 AM Flag

    JUST REMEMBER: "Tantamount to a cure". This is a solid review, and it is all positive. The world is listening, and the FDA is listening. Nobody has any significant negatives (medicine & science)-July.
    ***********************************************************
    FROM MAYO BROCHURE :

    At Mayo Clinic, discoveries happen every day. We focus on the needs of the patient, which require that our research model addresses patient-centered, patient-inspired discoveries.

    STOPPING HEMATOLOGICAL CANCER: New Drug Induces Remissions in Myelofibrosis

    The results of a Mayo Clinic study demonstrate that a drug named imetelstat induces remissions in some patients with myelofibrosis. This is a form of chronic leukemia that affects the patient’s bone marrow that is replaced by fibrosis (scar tissue) instead of blood-producing cells.

    Scientists do not yet know the exact mechanism of action for imetelstat, but believe it interferes with the survival and proliferation of cancer cells by inhibiting a critical enzyme called telomerase. One of the functions of telomerase is to repair the ends of chromosomes called telomeres, and because cancer cells have shorter than normal telomere size, they are particularly susceptible to the drug.

    The study results are promising. Some patients participating in the clinical trial taking imetelstat obtained dramatic responses, and we have seen some complete responses (tantamount to a cure), which is almost unheard of in this disease.

    Although patients may experience relief in response to other treatments, their bone marrow does not usually return to normal. But in the case of this new therapy, some of the patients participating in the trial developed normal bone marrow.

    Researchers studied imetelstat in 33 patients at Mayo Clinic and have now followed the first 22 patients for more than six months. Among these 22 patients, two achieved complete remissions and three partial remission, including reversal of bone marrow fibrosis in four of the fiv

  • comsensea comsensea Aug 21, 2014 5:19 PM Flag

    There should be a clear reason why Imetelstat is being withheld from MF victims. There are none.

  • comsensea comsensea Aug 21, 2014 3:04 PM Flag

    Geron seems to be being punished, and some patients are suffering unnecessarily. That is not right or fair.

  • comsensea comsensea Aug 20, 2014 11:29 AM Flag

    Keep the Merger/ Partner Information coming. I think it is around the corner. Celgene also has the interest in blood cancer treatments, and the deep pockets.

  • comsensea comsensea Aug 20, 2014 10:31 AM Flag

    "Without the ability to maintain telomere length, the cancer cell eventually stops growing and dies. Malignant cells also lose cell adhesion properties after exposure to the drug. Imetelstat is lipid soluble, so it does not require a membrane transporter for cellular uptake." ---This appears to be the answer to many cancer questions, and, so far, Imetelstat is the clear leader. There are no important negatives, and many important positives. A major partner or merger is coming soon. Soon can't be defined, but it should be no later than ASH.

  • Reply to

    Liver Toxicity Put to Rest, by new data and ASH

    by lws2000 Aug 17, 2014 3:50 PM
    comsensea comsensea Aug 19, 2014 10:02 AM Flag

    "Teffari data is compelling so FDA will not hold out forever on this."

    That is what we are all counting on. Dr. T's data trumps whatever Geron "did" to offend the FDA. That is why, the coordination is now in his hands.

  • comsensea comsensea Aug 16, 2014 7:23 PM Flag

    Maine**********---We almost agree. About, "--until Geron does have a marketed product, is sold, or partnered", I anticipate that all of these events will happen (Investments are about the future). Dr. T, now coordinating Imetelstat's future for Mayo and Geron, makes this more likely, sooner, IMO.

    In your other post, "-- until the FDA is satisfied (not you, not Geron, not Dr. Tefferi, not Mayo Clinic)", again IMO, the FDA already knows that Imetelstat is a good, successful drug. Dr. T is now in a joint position, to bring-home-the-bacon, by using his good reputation to address any lingering doubts that the FDA may have.

    I do believe that Imetelstat is the "real-thing", and its good properties have not been over stated. Still, as you say, the FDA must be "satisfied". As I stated, "Considering everything, I can see no reason why Imetelstat is not approved for immediate use now", but as you observe, it hasn't happened yet.

  • comsensea comsensea Aug 16, 2014 12:04 PM Flag

    Considering everything, I can see no reason why Imetelstat is not approved for immediate use now. There are no significant safety factors, the drug is highly effective in fighting MF, the drug appears effective in other applications, Mayo Clinic supports the drug, there are no significant "negative" factors at all. My conclusion, is that with Dr. Tefferi's new, total coordination role, and his good relations at the FDA, even the combination of market manipulators and other corporate interests cannot be effective much longer in depressing the markets. Time, money, and major drug companies (like Amgen and Gilead) are all Imetelstat's allies. ASH will be a major awakening, but good news should be here before then, since there is no reason, that I can figure out, to withhold it.

  • The pipeline is beginning to look impressive, based upon new telomerase-telomere research. This area of research extends to immortal cells, cancer stemcells, and aging. With Dr. T coordinating all parties, and interacting with the FDA, why isn't this stock "taking-off"? Amgen-Geron or Gilead-Geron look like possibilities.

  • Reply to

    Tefferi's Two Hats (Mayo & Geron)

    by comsensea Aug 14, 2014 3:21 PM
    comsensea comsensea Aug 15, 2014 12:55 PM Flag

    That is also what I think. Tefferi is coordinating all Imetelstat trials, studies, analyses for Mayo and Geron, and is interacting with the FDA. There are indications that blockbuster news is coming at ASH, with Dr. T making important revelations before then. I don't know what is holding the stock down, and I expect some spike up long before ASH.

  • comsensea comsensea Aug 15, 2014 11:46 AM Flag

    You use the word "conjecture". Most everything on this board is "conjecture", but there are a few that have inside information. They should never reveal their sources.

  • Reply to

    Tefferi's Two Hats (Mayo & Geron)

    by comsensea Aug 14, 2014 3:21 PM
    comsensea comsensea Aug 15, 2014 9:35 AM Flag

    From Maine****** "Dr. Teferri will continue to do what he's been doing all along...which is to head the testing of Imetelstat on patients with myelofibrosis and, possibly, other ailments."

    We totally agree on this. Tefferi is there to get the best for Imetestat including MF patients, and patients with other ailments (pipeline). The new arrangements between Mayo & Geron, however you look at them, should be positive for patients and investors, plus improve relations with the FDA.

  • Reply to

    Tefferi's Two Hats (Mayo & Geron)

    by comsensea Aug 14, 2014 3:21 PM
    comsensea comsensea Aug 14, 2014 7:06 PM Flag

    TO Maine and Maine Alternatives (About Dr. T's Geron "hat"): Menlo Park, Calif., August 5, 2014 - Geron Corporation announced today that the company has entered into a transfer agreement with Mayo Clinic whereby the Investigational New Drug (IND) application for imetelstat under which the investigator-sponsored clinical trial of imetelstat in myelofibrosis (Myelofibrosis IST) has been conducted will be transferred from Mayo Clinic to Geron. In addition, Geron will assume sponsorship for the Myelofibrosis IST, and Dr. Ayalew Tefferi will remain the principal investigator for the study. The company and Mayo Clinic have agreed that the IND and sponsorship responsibility for the conduct of the Myelofibrosis IST will be transferred to Geron by September 30, 2014.

  • Reply to

    Tefferi's Two Hats (Mayo & Geron)

    by comsensea Aug 14, 2014 3:21 PM
    comsensea comsensea Aug 14, 2014 4:45 PM Flag

    You are wrong about that. Geron has abdicated its leadership, and turned it over to Dr. T. Geron and the FDA were going no place, while Dr. Tefferri fits right into the FDA club. Scarlett can read the hand writing on the wall, and conveniently dismissed the former Scientific Director at Geron. Dr. T will get Imetelstat up to speed with universal and global support. The Mayo brochure was the 1st shot, and Dr. T's new hat at Geron is the 2nd shot. Imetelstat will be a success. That doesn't necessarily mean that Geron or Scarlett will also be successes, but it increases the likelihood.

  • Somewhere in this new approach of cross-boundaries-management, with one leader, is a major medical breakthrough, called Imetelstat, that the FDA will accept and approve, as ASH draws near.

  • comsensea comsensea Aug 13, 2014 5:38 PM Flag

    I don't think "chippy" is running the show now. I doubt if Dr. T would be wearing 2 hats is he was not given the final say about Imetelstat (trials, data, FDA, partners, etc.). I am optimistic that this was the correct "shakeup", and that relations with the FDA are about to improve.

AGN
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