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Allergan Inc. Message Board

lws2000 171 posts  |  Last Activity: 10 hours ago Member since: Nov 21, 2001
  • Mayo and the FDA both approve of Imetelstat's performance. Mayo and Geron are working together in constructive ways, with Tefferi in charge. Imetelstat is a breakthrough drug. Geron's stock should be going up significantly. Why would anyone want to hold Geron in the 2's when the news is all positive? This is a mystery that needs to be solved. How, why and who are controlling the PPS?

  • 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.

  • 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.

  • As Blackmarango says, transparency could be very much improved. We don't know where the problem originates, since the "Scarlett-gag-orders" could be coming from Mayo Clinic and Dr. Tefferi. Also, we don't understand FDA politics and the role of Incyte in the "liver-holds", and how Dr. Tefferi wishes to handle them. The best approach may be Scarlett's relative silence for now. Mayo vs. the FDA is a one on one situation, without additional confusion (for now) from others, in a very political situation. The coming conference call may shed some more light.

  • The apparently miraculous cure of a dying Dr. Brantly (Ebola) by a compassionate NIH drug (in hours), that had never been used on humans before, is a story for the ages. While MF and Ebola are completely different, they both have the commonality of ending in death. There is no reason to prevent the use of Imetelstat (MF) as a compassionate drug, when nothing else is available in a life or death situation.

  • Reply to

    Where the price will go if the hold being lifted

    by spwangsu Aug 3, 2014 1:42 PM
    lws2000 lws2000 Aug 3, 2014 6:37 PM Flag

    I agree with that. As I remember, Imetetstat has been effective on about 40% of serious ill MF patients (CR, PR, CI) as a stand alone drug. In addition, there never has been any bad news from the Mayo trials. The #1 question seems to be: Why doesn't it work for everyone? Imetelstat, telomeres and telomerase are part of the solution, but not the whole solution. Some have suggested that a regiment of Imetelstat in low doses (like baby aspirin) could prevent some forms of cancer, or get to the cancer stemcells. There is much to learn--a century of new medicines perhaps.

  • blackmargo said: "When I think about it, Mayo in control may, IN FACT, be much better than GERN in control."

    I totally agree. Mayo has the influence with the FDA. For Imetelstat to succeed it has to please the FDA.
    -----------------------------------------------------------------------------------------------------------
    PREVIOUS:
    From LWS More on Questions (Chip & Tefferi)
    Mayo has an MF breakthrough drug under its control, and they wish to continue to exercise that control.
    ---------------------------------------------------------------------------------------------------------------------------------------------
    From blackmarango

    Questions For Chippy!

    It sure looks like we may be having a CC after release of Q2 financials. If so, we should have a few pointed questions for chippy. While I don't readily recall an individual investor being allowed to ask a question, it just might happen if enough of us request it.
    ----------------------------------------------------------------------------------
    From lws2000

    Chippy will talk if Tefferi permits him to, and provides the text. Imetelstat, at the moment, is only being evaluated by the FDA for MF. Mayo is in complete charge of these studies. Imetelstat has a great advocate in Mayo, but Geron has no independence.
    ---------------------------------------------------------------------
    From beavertail_splash
    ...your making Chippy out to be a ventriloquist's puppet.
    -------------------------------------------------------------
    From lws2000
    Not exactly, but he is limited in what he can say. Mayo feels that the MF success of Imetelstat belongs to them. They do not want anyone messing that up in the 1st inning of a very long game.
    ------------------------------------------------------------
    From: blackmarango

    lws: I believe that chippy's actions indicate that you are mostly, if not entirely, correct!!!
    When I think about it, Mayo in control may, IN FACT, be much better than GERN in control.

  • Mayo has an MF breakthrough drug under its control, and they wish to continue to exercise that control.
    ---------------------------------------------------------------------------------------------------------------------------------------------
    PREVIOUS:

    From blackmarango

    Questions For Chippy!

    It sure looks like we may be having a CC after release of Q2 financials. If so, we should have a few pointed questions for chippy. While I don't readily recall an individual investor being allowed to ask a question, it just might happen if enough of us request it.


    ----------------------------------------------------------------------------------
    From lws2000

    Chippy will talk if Tefferi permits him to, and provides the text. Imetelstat, at the moment, is only being evaluated by the FDA for MF. Mayo is in complete charge of these studies. Imetelstat has a great advocate in Mayo, but Geron has no independence.


    ---------------------------------------------------------------------
    From beavertail_splash


    ...your making Chippy out to be a ventriloquist's puppet.

    -------------------------------------------------------------
    From lws2000


    Not exactly, but he is limited in what he can say. Mayo feels that the MF success of Imetelstat belongs to them. They do not want anyone messing that up in the 1st inning of a very long game.

    ------------------------------------------------------------
    From: Black####

    lws: I believe that chippy's actions indicate that you are mostly, if not entirely, correct!!!

    When I think about it, Mayo in control may, IN FACT, be much better than GERN in control.

    Of course, IMO.

  • Reply to

    Questions For Chippy!

    by blackmarango Jul 31, 2014 5:19 PM
    lws2000 lws2000 Aug 1, 2014 1:17 AM Flag

    Not exactly, but he is limited in what he can say. Mayo feels that the MF success of Imetelstat belongs to them. They do not want anyone messing that up in the 1st inning of a very long game.

  • Reply to

    Questions For Chippy!

    by blackmarango Jul 31, 2014 5:19 PM
    lws2000 lws2000 Jul 31, 2014 8:14 PM Flag

    Chippy will talk if Tefferi permits him to, and provides the text. Imetelstat, at the moment, is only being evaluated by the FDA for MF. Mayo is in complete charge of these studies. Imetelstat has a great advocate in Mayo, but Geron has no independence.

  • Reply to

    An Approved Imetelstat Can Save Lives

    by lws2000 Jul 30, 2014 8:48 PM
    lws2000 lws2000 Jul 30, 2014 9:08 PM Flag

    Some answers should be coming at 4:30 PM on Monday, August 11. This is the question and answer program for investors and analysts (after financial report). Hopefully, Mayo will allow Geron to reveal some good news based upon new MF data.

  • The obvious question is: Why is a safe and effective cancer drug being held off of the market? The obvious answer:There is no good medical reason, but there may be political and competitive reasons.

  • Reply to

    Complete Response

    by earfool Jul 30, 2014 3:14 PM
    lws2000 lws2000 Jul 30, 2014 6:06 PM Flag

    The question in my mind is how many more would have survived if the holds were completely gone. I believe it is only the Geron hold that is still in place, but the Mayo hold has been lifted.

  • Reply to

    Don't sell GERN on the cheap.

    by carolyn.whitney26 Jul 30, 2014 1:55 PM
    lws2000 lws2000 Jul 30, 2014 2:58 PM Flag

    Considering that Mayo has only "good things' to say about Imetelstat, and the FDA has released their hold for the use of Imetelstat, I agree with you. The future looks bright, but the present is controlled by the MMs. Mayo has the FDA's ear, and that is very promising. As a risk/reward investment, at this price (~$2.45), I would rate this a 10. The upside potential far exceeds the possible downside losses. Geron is watching Imetelstat, and the big pharmas are watching Geron.

  • lws2000 lws2000 Jul 30, 2014 10:21 AM Flag

    As always, when Mayo speaks the markets will listen. The hope is that Mayo will have something significant to say, that is very positive, in the next few weeks. Also, a surprise lift of what is left of the hold (Geron's part), would obviously help. As you say, the sharks are out there and hungry, but the science and medicine are on our side.

  • Focus on Mayo; Geron is a junior partner in the sense that they have to wait for Mayo to get the data and successes updated, and the FDA to go along. Mayo is an ally of Geron, and Mayo is trusted by the FDA. See the Mayo brochure.

    Mayo is in control of the MF studies. That is the only thing that matters to the FDA (safety, effectiveness).
    -------------------------------------------------------------------------------------------
    Previous***********From Comsensea:
    Mayo and Imetelstat: a Successful Team (see Brochure). ASH is coming. Geron is on the sidelines for now.

    REMEMBER, the Mayo hold has been lifted, so the so-called liver side effects did not materialize. Imetelstat works. The problem seems to be with Geron, since their hold is still in place. At this point, the question seems to be if the problem is of some consequence, or Mayo is in a preferential position because of their unquestionable, superb past history in medical science. I think the latter.

    The only game in town is the MF successful studies at Mayo Clinic. They seem to be going quite well. Mayo has a lot invested here, including their reputation. Geron will benefit from the close ties between Mayo and the FDA, but, for now, they are watching from the sidelines. There is really nothing that they can do until Mayo and the FDA resolve all of their issues. That time is getting closer as ASH is now on the horizon.

  • Reply to

    GERN an easy double or triple between now and ASH.

    by jkokao Jul 29, 2014 9:15 PM
    lws2000 lws2000 Jul 29, 2014 10:34 PM Flag

    That is what I think. Mayo and the FDA know this is a "once in a lifetime drug" that has unique properties. This is so important that they wish to go somewhat slow, and get everything right. Geron, as the junior member of the Mayo-FDA-Geron team, will be the eventual beneficiary. The short term price that they are paying is a market manipulated stock price, that is being kept artificially low. Longer term investors should be in good shape.

  • Reply to

    Focus on Mayo; Geron is a junior partner

    by lws2000 Jul 29, 2014 6:51 PM
    lws2000 lws2000 Jul 29, 2014 10:17 PM Flag

    I hope you are correct (as you say), "the FDA may release the hold any day now before August so that Geron can get on with business". That is what we are waiting for.

  • Mayo is in control of the MF studies. That is the only thing that matters to the FDA (safety, effectiveness).
    -------------------------------------------------------------------------------------------
    Previous***********From Comsensea:
    Mayo and Imetelstat: a Successful Team (see Brochure). ASH is coming. Geron is on the sidelines for now.

    REMEMBER, the Mayo hold has been lifted, so the so-called liver side effects did not materialize. Imetelstat works. The problem seems to be with Geron, since their hold is still in place. At this point, the question seems to be if the problem is of some consequence, or Mayo is in a preferential position because of their unquestionable, superb past history in medical science. I think the latter.

    The only game in town is the MF successful studies at Mayo Clinic. They seem to be going quite well. Mayo has a lot invested here, including their reputation. Geron will benefit from the close ties between Mayo and the FDA, but, for now, they are watching from the sidelines. There is really nothing that they can do until Mayo and the FDA resolve all of their issues. That time is getting closer as ASH is now on the horizon. The ASH abstracts come out in the 1st week of November. Hopefully, some important data will be released well before then. Mayo has been keeping very tight control, and that has been controversial. The fact that they featured Imetelstat in their new brochure is very promising. They would not have done that, unless they were sure, and they were in control

  • Mayo Clinic features Imetelstat in its new brochure as a medical breakthrough (telomeres and telomerase).

AGN
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