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Allergan Inc. Message Board

lws2000 213 posts  |  Last Activity: 9 hours ago Member since: Nov 21, 2001
  • Reply to

    No Hidden Bad News About Imetelstat

    by lws2000 Jul 17, 2014 10:19 AM
    lws2000 lws2000 Jul 18, 2014 7:30 PM Flag

    I said, "Nothing is further from the truth, as Mayo (USA #1) continues full support". I have full confidence in Mayo (their data, patients and trials). As long as Mayo is upbeat, I will continue my long investment in Geron. Either there is something that we don't know that is devastating (don't think so), or as you say Imetelstat is likely a medical marvel. Actually, I am investing in Mayo Clinic's reputation. Geron is a bit mysterious, with some questionable history. Mayo, IMO, will keep Geron reasonably honest.

  • Reply to

    No Hidden Bad News About Imetelstat

    by lws2000 Jul 17, 2014 10:19 AM
    lws2000 lws2000 Jul 17, 2014 11:30 AM Flag

    Remissions & Cures with telomere control

  • 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.

  • lws2000 lws2000 Jul 16, 2014 11:55 AM Flag

    My guess is that Geron will close over $3.00 on Monday.

  • Reply to

    This Was A Nice Beat

    by vincent90157 Jul 15, 2014 6:14 PM
    lws2000 lws2000 Jul 15, 2014 6:20 PM Flag

    Intel is back and will catch up in mobile in 2015. $50 by the end of the year.

    Sentiment: Strong Buy

  • lws2000 lws2000 Jul 15, 2014 3:37 PM Flag

    Yellen's remarks were not aimed at Geron (way underpriced), but pulled it down just the same. It may take a few days to get over $3.00. The trend is upward, but the road is bumping with "trolls" along the way. The Geron-Mayo marriage is in good shape.

  • lws2000 lws2000 Jul 15, 2014 2:22 PM Flag

    Jesus wanted equally and a fair-shake for the locals (money changers, etc.), and was anti-Roman (the occupying military force). This cost him his life on earth, but brought him immortality.

  • Geron is not over priced, but temporarily hit by Yellen's comments. Some small biotech companies and some social media companies are in bubble territory, according to Yellen. At this point in time, Geron is still in the $2.80 to $3.00 channel, as dictated by money managers. Mayo's good medicine and science will dominate soon (see Mayo's new brochure about Imetelstat). Stay with Geron, Mayo and breakthroughs around telomeres.

  • Reply to

    Exactly $3

    by micaiah2004 Jul 11, 2014 5:14 PM
    lws2000 lws2000 Jul 11, 2014 11:32 PM Flag

    This is amazing. Someone, somewhere can control the price of this stock to the penny with very powerful computers and very fast software. Mayo has created a "coiled spring" with an outstanding medicine (never seen before remissions tantamount to cures), in a phenomenal market environment (that has never been seen before). One day (soon I hope) the "coiled spring" will be released and surge forward. I hope someone will write a book :Miracle Drug and Market Forces. What is happening behind the scenes?

  • lws2000 lws2000 Jul 11, 2014 4:37 PM Flag

    The controlled channel is still with us ($2.80 to $3.20) as we closed @ $3.00 . The release of the Mayo hold moved us from the $2 channel to the $3 channel. Geron is a coiled spring that is about to be released. Mayo will see to that. The channel manipulation is about to end; we all sense that, even the shorts. Imetelstat is just too good to be held back much longer.

  • Reply to

    FDA hold was real suspect. Damage done however.

    by docaiii Jul 11, 2014 6:49 AM
    lws2000 lws2000 Jul 11, 2014 11:18 AM Flag

    I think we are saying the same thing. Mayo is the father, and Geron is the son. Mayo has the experience and wisdom, while Geron is still wet behind the ears, but learning.

  • Reply to

    FDA hold was real suspect. Damage done however.

    by docaiii Jul 11, 2014 6:49 AM
    lws2000 lws2000 Jul 11, 2014 10:55 AM Flag

    The hold now seems unnecessary. The fact that the Mayo hold has been lifted and the Geron hold has not, says something about the credibility, size, age, and stability of Mayo vs. Geron. Geron is barely a teenager trying to find its proper place in this world, while Mayo, the old sage, points to the road that needs to be traveled. The FDA is favoring Mayo, but Geron is not too far behind. Imetelstat is a gift to all (Mayo, Geron, researchers, patients).

  • 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.

  • 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.

  • lws2000 lws2000 Jul 8, 2014 1:54 PM Flag

    The Challenge has not been met. The Conclusion is that there is no public information that opposes the use of Imetelstat, and that the FDA is prepared to fully back it, with proper data gathering.

  • The challenge is to show any creditable science or medical results that negatively effect Imetelstat. There appears to be none. Mayo is now promoting Imetelstat in its new brochure, which also benefits Geron.

    I have to stay very upbeat, since all the science (including Nobel Prize), and all of the medicine (trails, remissions, "tantamount to a cure") are positive. Unless there is a negative story that someone can find, everything is positive. My conclusion is Mayo and the FDA are working closely together, with Geron's blessing. Mayo has a long and trusted history. The FDA has and will continue to listen to and believe Mayo.

    Science and sound medicine have already turned the corner for Imetelstat's success (treatment & pipeline). No one can post any negative information. Seeking Alpha is correct; Geron stock price will explode to the upside. Surprises are coming soon, IMO, but I am prepared to wait.

  • 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 marrowthat is replaced by fibrosis (scar tissue) insteadof blood-producing cells.

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

    The study results are promising. Some patients participating in the clinical trial taking imetelstat obtaineddramatic 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 responseto 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 atMayo 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 fibrosisin four of the five patients.

  • lws2000 lws2000 Jul 6, 2014 11:06 AM Flag

    From END$$$----"I agree that Gern got a big lift from the MC, but right now I don't think there is anything more that the MC can or will do to help Gern get the FDA to lift the hold on Gern. That is Gern's job. GERN fate is in their own hands now, and it must be the one to move Imetalstat forward. It is not a question of the MC succeeding in larger trials. The ultimate question is whether IMETALSTAT succeeds."------$$$

    ALL---Without Mayo, Geron could be a failed company, IMO. BLACK$$$ is correct, that we know very little about GERN-Mayo agreements, and who has the most control. Mayo works well with the FDA, and has decades of experience doing so. Mayo has that level of trust that can only be formed with the test of time. Geron is wise to let Mayo lead the parade.

    Of course, Geron benefits when Mayo succeeds. I think we are all saying about the same thing with somewhat different emphases. Imetelstat works and is safe.

  • lws2000 lws2000 Jul 6, 2014 12:09 AM Flag

    I am talking about practical control. Geron is still under a hold, while Mayo's trials continue. The only organization with data and updated results is Mayo, plus they have the FDA's ear. Geron , in terms of their hold being lifted, and eventually a higher stock price, can only get there if Mayo succeeds. Geron, logically, is aware of what Mayo is doing, and has no reason to object. (Mayo is doing a good job.)

    At this point in time, only Mayo matters. Geron is totally dependent on Mayo for their future. So far Mayo has come through for Geron beyond anyone's expectations. Imetelstat's future looks bright, but the corporate structure going forward is unknown to the public. Mayo, Geron, the FDA, and an unknown partner or owner are all parts of the equation. The medical successes, that are public, are encouraging.

  • I believe that all important decisions, concerning Imetelstat, are being made between Mayo Clinic and the FDA. Geron, as a somewhat tarnished company, is an observer (like the rest of us). Mayo Clinic, apparently, knows most of the answers, but is being very careful, since there is so much medical science and the future of cancer research here (genetics, telomeres, cancer stemcells, Nobel Prizes, etc.). Mayo (and their staff) is a primary beneficiary (with these successes), as a leader in cancer research. I believe Mayo is in control, and the future of Imelelstat is bright. The most important fact, I believe, is that the positive news (from Dr. Tefferi and Mayo trials) overwhelms any negative news (very little).

AGN
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