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Cisco Systems, Inc. Message Board

comsensea 43 posts  |  Last Activity: May 24, 2015 3:01 PM Member since: Dec 28, 2001
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  • comsensea comsensea May 24, 2015 3:01 PM Flag

    JNJ/Janssen and Dr. Tefferi have generated and have seen all of the data, and know that Imetestat works, is safe and is needed by very sick patients. They are being ultra-conservative in enhancing their older data. with a massive amount of new data (global trials) that will be overwhelmingly successful, and unchallengeable . IMET is a remarkable drug, and will be soon approved, since there is no reason not to approve, plus IMET is unique.

  • comsensea comsensea May 15, 2015 4:05 PM Flag

    Clearly this stock should be over $5, and over $10 and much higher than that. This is a drug that "could change the world". Nothing, that I see, will hold it down much longer. IMET is a life saving drug, and Jakafi is not.

  • comsensea comsensea May 15, 2015 10:28 AM Flag

    It looks like there is something going on under the surface that is hard to define. We know about the shorts and hedge funds' manipulation of small biotech firms. The JNJ/Janssen partnership should protect Geron on that front.

    We know less about Incyte and its influence at the FDA. It appears that JNJ has decided to play "hardball" with both Incyte and the FDA, by taking on Jakafi directly. IMET will be tried on the very sickest of the MF patients, since Jakafi failed them ( all Jakafi patients). The object is to highlight the strengths of IMET internationally, while showing the weaknesses of Jakafi.

    JNJ has all of the IMET data, and knows that IMET is a different, superior medicine that brings remissions and possible cures, plus it has potential in all cancers, with the current emphasis on the blood cancer cousins (MF, MDS, AML), and long term thoughts about cancer stem cells. The FDA is listening.

  • comsensea comsensea May 13, 2015 10:55 AM Flag

    Dr. Tefferi is now associated with Janssen, and will follow-up the BAC presentation today (3:30 PM, PST) with a talk in Istanbul next week. IMET is going global.

  • My Guess: The FDA knows that IMET is safe and effective. Some sort of fast track or breakthrough approval should be very near, considering patient's needs. There is no other medicine that can offer remissions for the blood cancer cousins (MF, MDS, AML) and has potential in all other cancers, including cancer stem cells. New trials will reinforce Mayo Clinic's (now Janssen's) life saving data. Obviously, what is good for IMET is good for the PPS.

  • comsensea comsensea May 13, 2015 12:11 AM Flag

    My Guess: The FDA knows that IMET is safe and effective. Some sort of fast track or breakthrough approval should be very near, considering patient's needs.

  • comsensea comsensea May 11, 2015 1:53 PM Flag

    Of course that is the mystery. Some think that it is hedge funds, that put Geron in a class of small biotechs that they can easily manipulate (channel limits). So far they have been right, but I think their days are numbered. I don't believe, as some have mentioned, that JNJ is holding the PPS down, so they can get IMET "cheap". I think the partnership is arranged to allow Geron to appreciate (perhaps to $10) before Geron is completely merged into Janssen.

  • comsensea comsensea May 11, 2015 12:43 PM Flag

    We don't know how they do it. If IMET is legitimate (all evidence points to its success), than these "scammers" will be "taken-down" by the market.

  • comsensea comsensea May 3, 2015 8:05 PM Flag

    "Tantamount" seems to mean: similar to, but not exactly the same. To the eye, a cure and a durable chronic condition (perhaps for a lifetime) would look the same, and to the patient either one would be very desirable (like blood pressure, or cholesterol control) . It is to early to tell if IMET can be discontinued, with a full-cure resulting.

  • Hi Irish--I was looking for your very thoughtful and positive answers to my questions, which seemed to have been deleted. Could you please post them again? There are some "core" considerations here, that are worthy of follow-up and additional comments. In particular, you mentioned "durable" CR's and PR's, which last for a long time, but not forever. We are talking, I believe, about the difference between a "cure", where the disease is permanently gone, and a "chronic condition" where the disease is permanently controlled (IMET for life). The is at the heart of the meaning of: "Tantamount to a Cure".
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    There are questions, in my mind, about IMET, and I suppose we do not know many of the answers yet, because IMET has been around such a short time. Still there are indicators and trends, and IMET is uniquely saving lives. I am focused on MF, because that is the only blood cancer (Mayo trials) that, so far, has presented significant human data. There has been much talk of the blood cancer "basket", with new trials in the USA and beyond our borders, under the direction of JNJ/Janssen.

    1. How long have MF remissions lasted?
    2. Can anyone with MF be considered cured?
    3. Can MF be considered a chronic disease with indefinite IMET treatment indicated?
    4. Have combination medicines been tried with IMET for MF?
    5. Have there been any (human) remissions in the blood cancer cousins (MDS, AML, other)?
    6. Has IMET prolonged lives and relieved suffering statistically?
    7. Is IMET the best drug available for MF, and other blood cancers?
    8. Is the safety-issue for IMET totally resolved?
    9. What promise does IMET offer in other cancers (solid tumors)?
    10. What about IMET and cancer stem cells?

  • Reply to

    There is Nothing Wrong with Imetelstat (IMET)

    by lws2000 May 1, 2015 10:56 AM
    comsensea comsensea May 2, 2015 8:31 AM Flag

    There are questions, in my mind, about IMET, and I suppose we do not know many of the answers yet, because IMET has been around such a short time. Still there are indicators and trends, and IMET is uniquely saving lives. I am focused on MF, because that is the only blood cancer (Mayo trials) that, so far, has presented significant human data. There has been much talk of the blood cancer "basket", with new trials in the USA and beyond our borders, under the direction of JNJ/Janssen.

    1. How long have MF remissions lasted?
    2. Can anyone with MF be considered cured?
    3. Can MF be considered a chronic disease with indefinite IMET treatment indicated?
    4. Have combination medicines been tried with IMET for MF?
    5. Have there been any (human) remissions in the blood cancer cousins (MDS, AML, other)?
    6. Has IMET prolonged lives and relieved suffering statistically?
    7. Is IMET the best drug available for MF, and other blood cancers?
    8. Is the safety-issue for IMET totally resolved?
    9. What promise does IMET offer in other cancers (solid tumors)?
    10. What about IMET and cancer stem cells?

  • comsensea comsensea Apr 20, 2015 6:44 PM Flag

    " I agree Janssen is running the show. As to faster tracking special designation, it's not going to happen." (from Beaver)

    I think you are wrong because "Janssen is running the show", and not Geron. JNJ has decades of experience dealing with the FDA, and making sure all of theirs requests are properly filled. We will see.

  • comsensea comsensea Apr 20, 2015 3:44 PM Flag

    1. AST is not on the "radar-screen" of the religious right like Geron had been.
    2. The short-hedge-funds are not interested in AST, at the moment
    3. Stem Cells of all kinds are the next chapter in medicine: paralysis, cancer stem cells, etc.

  • comsensea comsensea Apr 16, 2015 12:10 AM Flag

    IMET has no significant negatives in science or medicine. The artificial market-negatives are being eliminated one by one. Needam was another step in overcoming the market-negatives, that control Geron's PPS. As I see it, JNJ has IMET very much under its control.
    ``````````````````````````````````````````````````````````````````````````````````````````
    PREVIOUS-- Here are 6 reasons that the PPS (Geron) has been keep low. The JNJ/Janssen partnership, with IMET as a winning medicine that works, will negate and reverse all of these problems, as the PPS creeps upward. IMET has had outstanding successes in MF, with coming breakthroughs in other blood cancer cousins (AML, MDS, etc.) plus combinations with other medicines in all types of cancers.

    1. Hedge Funds Channel Trading (less as shorts get the message)
    2. Class Action Lawsuits (dismissed)
    3. FDA Liver Holds (reversed)
    4. Veil of Silence (disappearing)
    5. FDA Influenced by Incyte and Others (advanced approvals coming)
    6. Geron not Trusted (JNJ/Janssen Biotech to the rescue)

  • comsensea comsensea Apr 13, 2015 3:23 PM Flag

    IMET is a proven medicine, that will creep to $5 (Geron PPS), even without FDA approval. When approval comes there will be a spike-up to between $8 & $10 immediately.

  • There is a feeling in my gut, that the issues that have been plaguing Geron's PPS, are dissipating, since there are no issues with the science or medical successes (IMET).

    Here are 6 reasons that the PPS (Geron) has been keep low. The JNJ/Janssen partnership, with IMET as a winning medicine that works, will negate and reverse all of these problems, as the PPS creeps upward. IMET has had outstanding successes in MF, with coming breakthroughs in other blood cancer cousins (AML, MDS, etc.) plus combinations with other medicines in all types of cancers.

    1. Hedge Funds Channel Trading (less as shorts get the message)
    2. Class Action Lawsuits (dismissed)
    3. FDA Liver Holds (reversed)
    4. Veil of Silence (disappearing)
    5. FDA Influenced by Incyte and Others (advanced approvals coming)
    6. Geron not Trusted (JNJ/Janssen Biotech to the rescue)

  • Reply to

    Partial legal victory for Geron.

    by bec38 Apr 10, 2015 10:02 PM
    comsensea comsensea Apr 12, 2015 2:26 PM Flag

    Here are 6 reasons that the PPS (Geron) has been keep low. The JNJ/Janssen partnership, with IMET as a winning medicine that works, will negate and reverse all of these problems, as the PPS creeps upward. IMET has had outstanding successes in MF, with coming breakthroughs in other blood cancer cousins (AML, MDS, etc.) plus combinations with other medicines in all types of cancers.

    1. Hedge Funds Channel Trading (less as shorts get the message)
    2. Class Action Lawsuits (dismissed)
    3. FDA Liver Holds (reversed)
    4. Veil of Silence (disappearing)
    5. FDA Influenced by Incyte and Others (advanced approvals coming)
    6. Geron not Trusted (JNJ/Janssen Biotech to the rescue)

  • comsensea comsensea Apr 2, 2015 8:35 AM Flag

    Several people have asked about the whereabouts of Dr. Tefferi. "It is interesting that Dr. Tefferi, who is now spending much of his time supporting IMET at Janssen Biotech, is not presenting at any conference, that we know about". As an associate of JNJ/Janssen, he would fall under the same required silence as the others. It does appear that something is cooking in the "blood cancer basket".

  • comsensea comsensea Apr 1, 2015 8:54 PM Flag

    I cannot think of any reason why JNJ would not want IMET to get some special status (breakthrough, fast track, etc.). I can think of legal reasons why the two organizations need to be very quiet, if the FDA is now dotting "i's" and crossing "t's". Any leak about advanced approval would cause the stock to soar. On the negative side, if IMET turns out to be a hoax of some sort (less than 1 chance in a billion, IMO) then Geron would be out of business, and JNJ would look rather stupid. It is interesting that Dr. Tefferi, who is now spending much of his time supporting IMET at Janssen Biotech, is not presenting at any conference, that we know about.

  • comsensea comsensea Apr 1, 2015 12:21 PM Flag

    There is no scientific or medical reason to deny IMET advanced approval. Therefore, it will happen.

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