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Allergan Inc. Message Board

lws2000 214 posts  |  Last Activity: 11 hours ago Member since: Nov 21, 2001
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  • Some people believe that Geron's reputation is tainted, its management is flawed, and took profits today. Still, Mayo's continuing successes cannot be denied, and the FDA seems to be listening to Mayo with great interest (hold modification). Mayo is in control, and the stock will move higher next week. (IMHO over $4.00).

    The liver-factor turned out to be a nonevent, so there is nothing left to hold this drug back. Good medicine, just out of reach of dying patients, makes no sense, and the FDA is in the process of correcting that mistake.

  • Imetelstat science and medicine are both sound. The politics at the FDA and the price of Geron's stock are related issues, but have nothing to do with patients' welfare. Patients that are being treated with Imetelstat for MF are benefitting with remissions, while others with MF are dying. There is nothing else.

  • This is a contest for the ages, and a good subject for a PhD thesis. There are numerous subplots here. IMO, the "Miracle Drug" ultimately dominates, but the market control has been amazing. There seems to be something unusual going on, that is beyond normal market interactions. Mayo has told the whole world, loud and clear in their current brochure, that Imetelstat is the "real-thing". The FDA has to be listening, and has no reason to oppose Mayo's very carefully acquired results in their MF trials and studies.

  • The way Geron stock is acting one would think that announcements of Imelestat's failures are imminent. Nothing is further from the truth, as Mayo (USA #1) continues full support.

  • Mayo has published the "good news" about Imetelstat, but the market still has no clue. This is a mystery. Seeking Alpha notes, that this stock is about to explode. There can be no other outcome. $10 sometime between next week and the next ASH conference. I don't know exactly when, but it is coming.

  • Reply to

    Mayo Beats their Drums for Imetelstat

    by lws2000 Aug 4, 2014 2:27 PM
    lws2000 lws2000 Aug 4, 2014 3:22 PM Flag

    The days of the Maine Shorts are numbered. Anti-science, know nothings are not needed or wanted. That is the message.

  • NOTE: These excerpts from a previous discussion tell the full story. Basically Imetelstat works, while all other treatments fail (remissions, cures, cost, etc.) There is nothing else.
    -----------------------------------------------------------------------------------------
    #######FROM prescient2001 (negative argument)

    Cost per treatment hasn't been discussed recently. It sounds like Irish's husband currently is benefited most by infusions every 6 weeks (approx 9x/yr.). To the degree it's quickly covered by insurance, great, but, if Jakafi is significantly less expensive, it might remain the treatment of choice for older patients. A drug combo with Jakafi may not be a money saver if the same amount of Imetalstat is required to successfully treat the cancer.

    . .
    ******** FROM irishtrader52 • 4 hours ago (positive facts)

    Jakafi is not an option due to minimal efficacy/severe side effects/lack of durability and not less expensive as Jakafi patients get sicker and sicker costing much much more in medical costs than patients in remission. Our insurance company has easily saved huge costs the past 18 months thanks to Imetelstat! Transfusions alone - and Jakafi can accelerate the need to transfuse - would have cost more than Imetelstat not to mention the hospitalizations and hospice care needed as his organs slowly shut down one organ at a time and he bled out slowly. MF is a slow agonizing way to die - a "wasting" disease.

  • Imetelstat and Mayo Clinic's MF trials and successes are one of the most important, productive paths in medicine today and tomorrow. Mayo controls Geron's future with written agreements and contracts. That works well for everyone (patients, investors, Mayo, Geron, FDA). ASH is coming soon (abstracts in early Nov., Conference in early Dec.). The future of Geron will also come out of the fog, as more and more information is released.

  • When the #1 medical organization is featuring the cancer blood drug, Imetelstat, in their internationally distributed brochure, there can be no question about its positive qualities. The FDA seems to be onboard, and has released the Mayo holds (liver thoughts) that now seem to have been ill advised. What will Mayo do next to promote Imetelstat? We may find out next week (Geron conference call Aug. 11). I don't think we will have to wait for ASH (abstracts 1st week in Nov., meeting 1st week in Dec.) for new, positive, important information.

  • Reply to

    The So-Called Good News Has No Effect On Trading!!

    by mruyog Aug 6, 2014 4:13 PM
    lws2000 lws2000 Aug 6, 2014 5:53 PM Flag

    You have misspelled the President's name. The correct spelling is Obama. Please be careful. Putin is a megalomaniac, that no one understands, and has started WWIII Light in the Middle-east (Syria) and Europe(Ukraine). Russia, under Putin, is a threat to all Americans. This is a Geron board, but freedom of speech cannot be denied. Go elsewhere please.

  • I believe that when Geron switched its emphasis from hESC to Imetelstat, they thought they had a good product that could be brought to market in a reasonable time. Mayo Clinic's success has gone far beyond what Geron thought possible. Mayo now controls the continuing clinical trials, the relationship with the FDA, and has a vested interest in Imetelstat. Geron is really in a very strong position, since Mayo it trusted by all. In addition, Geron is not totally out of the stemcell business (distributions, cancer stemcells, etc.).

    Sentiment: Strong Buy

  • lws2000 lws2000 Jul 8, 2014 8:04 PM 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).
    ***********************************************************
    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.

  • We should know more after the Conference Call at 4:30 ET tomorrow. Tefferi appears to be in control of Imetelstat's future with Mayo, Geron, and the FDA all cooperating. This should be good for the patients and the Geron investors, as well as Mayo (#1 in USA research hospital). Tune in tomorrow.

  • Tefferi is still at Mayo, but is also is the leader of the MF studies at Geron (new and continuing). Mayo's lifted hold allows both Geron and Mayo to move forward with MF, and other "off-label" and new possibilities. Scarlett can seriously bring aboard a deep-pocked partner, with the proper blood cancer credentials. The FDA can put the Geron hold on the back burner as unimportant, since it has nothing to do with MF. Combination drugs can be contemplated. The FDA saves faced for imposing an ill-conceived liver hold. Geron gets to manage all projects using Imetelstat, and Mayo keeps a hand in all of the research. Cancer patients benefit the most. Geron investors get support from the whole "team", and will benefit. Market manipulators have to reevaluated their short positions.

  • Geron Set To Explode As FDA Releases Partial Clinical Hold On Imetelstat Myelofibrosis Trial by Stock Doctor
    This article was published on Mon, Jun. 30, 10:47 AM ET (Seeking Alpha)

  • lws2000 lws2000 Jun 19, 2014 2:54 PM Flag

    To "protect####"----end2war is one of the most knowledge and informative members on this board. Please do not insult the "good guys", and post less frequently. Mayo is the driving force behind the success of Imetelstat. They also have long term, respected and trusted relationships with the FDA. Geron is happy to let Mayo do the heavy lifting. As Mayo succeeds, Geron will be close behind (perhaps a few weeks or a few months). This is the perfect situation for Geron, as they observe progress from a distance.

  • lws2000 lws2000 Jul 21, 2014 5:44 PM Flag

    Interesting:

    Yale School of Medicine and Yale Cancer Center researchers have uncovered a genetic vulnerability of cancer cells that express telomerase—an enzyme that drives their unchecked growth—and showed that telomerase-expressing cells depend upon a gene named p21 for their survival.

    Authors found that simultaneous inhibition of both telomerase and p21 inhibited tumor growth in mice. The telomerase enzyme is overexpressed in over 90% of human cancers, but not in normal cells, and expression of telomerase is necessary to initiate and promote cancer growth. In this study, the Yale team, led by first author Romi Gupta and corresponding author Narendra Wajapeyee of the Dept. of Pathology, showed how new pharmacological drug combinations can be applied to simultaneously target both telomerase and p21 to induce cell death in telomerase-expressing cancer cells.

    Finally, the authors also showed that their approach is also applicable for p53 mutant cancers if telomerase and p21 inhibition is combined with pharmacological restoration of p53 tumor suppressor activity. The study, which could open doors to novel therapies for telomerase inhibition, appears in the Proceedings of the National Academy of Sciences.

    Source: Yale Univ.

  • PREVIOUS ---"The new idea is that Imetestat and Geron can be separated. Dr. T now wears 2 hats (Green for Geron & Mango for Mayo---what color is the combination?). He can coordinate trials under each hat, or combine them when appropriate. The FDA will be presented with the best of both worlds, and the FDA will be happy, happier, happiest."
    ***********
    The belief is that Imetelstat is a good, successful, worthwhile drug, or we have all been deceived. If Imetelstat works and is both safe and effective (a given), then the FDA has every reason to make it available to all MF victims, ASAP. As many have said, there are flaws at Geron (data collection & omissions primarily), but Imetelstat is a great drug. I think, that full clearance by the FDA, will happen before ASH, but obviously, I don't know. As a long term investor, I can wait, unless there has been deception about the quality and viability of Imetelstat (Mayo can be trusted). Someday soon, Geron will have a major partner or be merged out of exsistence; that will move the PPS much higher.

  • Reply to

    Price will not increase until December

    by hairypotter9 Jun 4, 2014 3:59 PM
    lws2000 lws2000 Jun 4, 2014 6:22 PM Flag

    That the conventional thinking, but I believe you are wrong. Mayo and the FDA are on the same page, since low-order liver observations are not a problem, especially where there is a medical need. Geron is likely to POP this month.

  • Imetelstat and Yale: New Combination Opportunities for Imetelstat

    Interesting:

    Yale School of Medicine and Yale Cancer Center researchers have uncovered a genetic vulnerability of cancer cells that express telomerase—an enzyme that drives their unchecked growth—and showed that telomerase-expressing cells depend upon a gene named p21 for their survival.

    Authors found that simultaneous inhibition of both telomerase and p21 inhibited tumor growth in mice. The telomerase enzyme is overexpressed in over 90% of human cancers, but not in normal cells, and expression of telomerase is necessary to initiate and promote cancer growth. In this study, the Yale team, led by first author Romi Gupta and corresponding author Narendra Wajapeyee of the Dept. of Pathology, showed how new pharmacological drug combinations can be applied to simultaneously target both telomerase and p21 to induce cell death in telomerase-expressing cancer cells.

    Finally, the authors also showed that their approach is also applicable for p53 mutant cancers if telomerase and p21 inhibition is combined with pharmacological restoration of p53 tumor suppressor activity. The study, which could open doors to novel therapies for telomerase inhibition, appears in the Proceedings of the National Academy of Sciences.

    Source: Yale Univ.

AGN
163.68+1.57(+0.97%)Aug 29 4:01 PMEDT

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