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Allergan Inc. Message Board

lws2000 227 posts  |  Last Activity: 7 hours ago Member since: Nov 21, 2001
  • This stock has been manipulated to remain in a channel between $4 and $6. I would consider a $7 close a breakout, along with a continuing upward trend. Some brokerages are predicting $10 soon (for example Piper Jaffray & Dr. Duncan). The "Holy Grail" idea seems real, and is just being recognized as "no-fake and no-fraud" by investors.

  • lws2000 lws2000 Jan 21, 2014 1:43 PM Flag

    Gilead has the "deep-pockets" and the HIV successes, plus the ability to combine drugs. Gilead has the same cancer interests as Geron. Geron has the Holy Grail (Imetelstat == telomeres, cancer stemcells ). This would increase the pipeline for Gilead; a good combination of science, medicine & companies,

  • Two different drugs and two different approaches for similar diseases. Would a "combination cocktail" be useful?

  • lws2000 lws2000 Jan 21, 2014 11:06 AM Flag

    Imetelstat looks like it works in several blood cancer situations.

  • Importantly, Geron did not get out of the stem cell business as most analysts have written. Instead, they decided to leverage their extensive years of research and knowledge about stem cells to develop a drug that would target the cancer stem cells that fuel tumorigenesis. Personally, I spent several years in a big pharmaceutical company screening drugs that target cancer stem cells. Every company developing cancer drugs knows that the Holy Grail is discovering a drug that can target the cancer stem cells. This is what Geron has developed.Cancer Stem Cells and Imetelstat
    Typically, cancer drug efficacy during development is measured by how much the drug can shrink the tumor or extend survival of the patient. However, after several months or years many cancers relapse. This is because the drug fails to target the cancer stem cells and only affects the bulk tumor. The idea of cancer stem cells has been around a long time and is well characterized in hematopoietic malignancies and some solid tumors like testicular cancer. For example, cancer stem cells in testicular tumors are extremely sensitive to the chemotherapeutic Cisplatin, making testicular cancer one of the most curable cancers with a 99% treatment success rate. It is well known that immortal stem cells rely on telomerase to stay alive and that it would be a perfect target for drug development. However, drug compounds developed failed to specifically target telomerase. To date, Geron's patented oligo design is the only drug that can permeate cells and specifically target telomerase effectively. (Seeking Alpha, Jan. 17)

  • Importantly, Geron did not get out of the stem cell business as most analysts have written. Instead, they decided to leverage their extensive years of research and knowledge about stem cells to develop a drug that would target the cancer stem cells that fuel tumorigenesis. Personally, I spent several years in a big pharmaceutical company screening drugs that target cancer stem cells. Every company developing cancer drugs knows that the Holy Grail is discovering a drug that can target the cancer stem cells. This is what Geron has developed.

    Cancer Stem Cells and Imetelstat

    Typically, cancer drug efficacy during development is measured by how much the drug can shrink the tumor or extend survival of the patient. However, after several months or years many cancers relapse. This is because the drug fails to target the cancer stem cells and only affects the bulk tumor. The idea of cancer stem cells has been around a long time and is well characterized in hematopoietic malignancies and some solid tumors like testicular cancer. For example, cancer stem cells in testicular tumors are extremely sensitive to the chemotherapeutic Cisplatin, making testicular cancer one of the most curable cancers with a 99% treatment success rate. It is well known that immortal stem cells rely on telomerase to stay alive and that it would be a perfect target for drug development. However, drug compounds developed failed to specifically target telomerase. To date, Geron's patented oligo design is the only drug that can permeate cells and specifically target telomerase effectively.

  • lws2000 lws2000 Jan 18, 2014 11:43 PM Flag

    This article will be controversial in some quarters, especially among those that have little faith in Geron and Imetelstat. It is extremely positive, so others will question the honesty and integrity of Seeking Alpha. By releasing it on a Friday afternoon (ahead of a 3 day weekend) this article can be mulled over and digested without overly riling markets. I suggest that this article is well written and accurate. I would like to hear alternate, negative views, if any exist. If one accepts the premises, then one has to believe that Geron will go much higher, with near term FDA approvals.

AGN
133.92+2.46(+1.87%)Apr 17 4:00 PMEDT

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