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lws2000 249 posts  |  Last Activity: 20 hours ago Member since: Nov 21, 2001
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  • The continuing good news from Mayo Clinics MF studies (humans), and the complete effectiveness in Australia (mice) in AML, especially treating relapse after chemotherapy, with combination drugs (also Amgen-Yale studies) show that even better results are likely to follow in 2015. I think the investing community is slowly getting the message.
    *************************************
    Mini-summary from Slide #12
    *************************************
    1. Data continues to suggest that imetelstat has disease-modifying activity in MF

    2. Continue to observe unprecedented and durable remissions (CR+PR)

    3. Recent exome analyses have strengthened the evidence that imetelstat’s principal

    mechanism of action in MF is inhibition of the malignant progenitor cell clone

    4. No new safety signals have been observed

    5. Myelosuppression continues to be the principal dose-limiting toxicity

  • lws2000 lws2000 Dec 9, 2014 3:17 PM Flag

    Mini-summary from Slide #12
    *************************************
    1. Data continues to suggest that imetelstat has disease-modifying activity in MF

    2. Continue to observe unprecedented and durable remissions (CR+PR)

    3. Recent exome analyses have strengthened the evidence that imetelstat’s principal

    mechanism of action in MF is inhibition of the malignant progenitor cell clone

    4. No new safety signals have been observed

    5. Myelosuppression continues to be the principal dose-limiting toxicity

  • Reply to

    To state the obvious

    by chargerfanus2003 Dec 9, 2014 12:49 PM
    lws2000 lws2000 Dec 9, 2014 12:56 PM Flag

    You are wrong. Remissions, stability and durability for MF patients, and non-human results in AML with combination drugs to deal with relapses beyond chemo, obviously make this a stock to accumulate.

  • Reply to

    ASH 2014 - Nothing Really New!

    by blackmarango Dec 9, 2014 9:46 AM
    lws2000 lws2000 Dec 9, 2014 11:25 AM Flag

    It seems to me that what works for the patient, also works for the investor. The MF studies are, by far, the most advanced in humans, and all parts seem to be on track (holds lifted, new deep pocketed partner, remissions, durability, etc.).

  • Imetelstat (IMET) at ASH appears to be on the right track in multi-disease-cancer studies. These keywords are potential chapter headings for a book. Cancer stemcells are the ultimate target.

  • Reply to

    ASH 2014 - Nothing Really New!

    by blackmarango Dec 9, 2014 9:46 AM
    lws2000 lws2000 Dec 9, 2014 9:59 AM Flag

    I disagree. 100 weeks of continuing remissions (MF), when death is the alternative, plus stability in most cases (even without remissions) is a major event. The Australian studies (non-human, animal) reinforce Amgen-Yale's conclusions about the synergies of combination drugs. We are still in early times with no setbacks, and a very promising horizon. Of course, "IMET MF Phase II" will be an important milestone, but that will be in addition to the current progress. IMET is going international, thanks to Janssen-JNJ.

  • lws2000 lws2000 Dec 9, 2014 9:39 AM Flag

    It all looks good. Telomeres-telomerase are important building block in finding remissions. and possible cures at the cancer stemcell level (reinforced). Combination drugs are just being explored with good results (preclinical, non-human so far) : Australia, Amgen, Yale. No harm is being done, while MF patients show remissions, stability and durability. Janssen-JNJ-Geron is going global with IMET.

  • I have listened once, and have some initial thoughts. The team seems to be on the right path with generally positive results. Combination drugs look like they will be effective, but human studies are yet to be done. AML looks promising for a combination therapy. Imetelstat ( IMET) is a good medicine, perhaps a great medicine, and in a class by itself.

    One of the difficulties with chemo is that it is not work in a relapse situation. IMET seems to handle relapses, but there are many more studies to be done (MF, AML), starting in 2015. Also, IMET seems to provide stabilization of the disease (MF), and a better environment for most (all?) patients. No additional deaths, with myelosupression a possible side effect. Some MF patients have had over 100 weeks of continuing remissions.

  • lws2000 lws2000 Dec 8, 2014 6:05 PM Flag

    That is about where it should be trading (JNJ Jr.=NEW GERON). I not sure how long it will take to get there. I don't think it will make it by Dec. 31, but it should be there by Jan. 31.

  • lws2000 lws2000 Dec 8, 2014 4:55 PM Flag

    Of course this is long investor's #1 fear; that they have all been lying, and they are really employees of the short-hedge-funds. Odd's are 1 in 1,000,000, but it is possible.

  • lws2000 lws2000 Dec 8, 2014 3:39 PM Flag

    Your are now buying "JNJ Jr." which is a much safer investment than the "Old Geron", with very deep pockets, and a staff of oncologists (Mayo, Janssen Biotech, Geron) second to none. This stock is going much higher. Not only is IMET a "remarkable medicine", but it is being "promoted" by a "remarkable group".

  • lws2000 lws2000 Dec 8, 2014 10:02 AM Flag

    We are now investing in Jannsen Biotech (a potential spinoff from JNJ) who is a diversified company
    that has a special interest in oncology. This is like investing in JNJ Jr., which has all the support of the parent (JNJ). Geron has gone from a risky investment to a safe investment.

  • lws2000 lws2000 Dec 7, 2014 9:01 PM Flag

    The JNJ-Janssen Biotech-Mayo Clinic-Geron combination cannot be wrong. Glad to see you back.

  • lws2000 lws2000 Dec 7, 2014 1:14 PM Flag

    When did JNJ and Geron start their negotiations? Was it this early? This is well before the FDA-liver-holds (now gone). Once Geron decided that they wished to team-up with JNJ-Janssen Biotech (deep pockets, strong in oncology), other interested parties were locked out.
    _______________________________________________
    Dec 28, 2013 (Excerpt)

    2014 Top health-care stock No. 2: Swinging for the fences

    Geron has a potential blockbuster on its hands; in a small clinical trial, some myelofibrosis patients taking its imetelstat went into complete remission.

    Geron needs to run a larger clinical trial to confirm the results. Assuming imetelstat works as well in the larger trial and doesn't show any unmanageable side effects, imetelstat will be a blockbuster for sure.

    Of course, that's easier said than done, but the potential reward looks like it's worth the risk. Geron has a market cap around $650 million while Incyte, which sells Jakafi -- the only approved drug to treat myelofibrosis -- is an $8 billing company. Based on the data so far, imetelstat appears to be a better drug than Jakafi, which treats the symptoms of myelofibrosis, but is far from a cure.
    ***********
    2014 Top health-care stock #3: The pharma stalwart

    It's going to be hard for Johnson & Johnson to match its amazing 2013 -- up over 30% this year -- but there's rarely a bad time to buy. If you're going to own a large cap health-care stock for the long-term, you can't go wrong with Johnson & Johnson.

    If the first two health-care stocks perform to their highest potential, Johnson & Johnson won't be the top stock in 2014. But the conservative nature of the pick means you're not likely to get hurt as bad if a drug or two fails to perform up to expectations.

    And the dividend, producing a yield a little under 3%, will deaden any blow. With 51 consecutive years of dividend increases, it seems safe to assume Johnson & Johnson will increase the dividend in 2014 as well.

    From MF Less

  • lws2000 lws2000 Dec 7, 2014 12:37 PM Flag

    The holds were certainly unnecessary, and probably encouraged by competitors (perhaps Incyte) that potentially had much to lose if IMET succeeded. At best, the FDA was being overly cautious, and at worst they were being influenced unduly, perhaps illegally. That story is yet to be told. This brought out many ambulance-chasing law firms, which have little credibility, that tried to show that Geron was involved in a cover-up. These law suits seem to have no merit, since the FDA has now reversed course. The holds are now removed, but there is no question that they effected the PPS.

  • lws2000 lws2000 Dec 7, 2014 12:20 PM Flag

    Thanks for the article. The date was actually one year earlier (Dec. 28, 2013), talking about good investments for 2014. The article is still valid, and I posted an excerpt in an additional post.

  • When did JNJ and Geron start their negotiations? Was it this early? This is well before the FDA-liver-holds (now gone).
    _______________________________________________
    Dec 28, 2013 (Excerpt)

    2014 Top health-care stock No. 2: Swinging for the fences

    Geron has a potential blockbuster on its hands; in a small clinical trial, some myelofibrosis patients taking its imetelstat went into complete remission.

    Geron needs to run a larger clinical trial to confirm the results. Assuming imetelstat works as well in the larger trial and doesn't show any unmanageable side effects, imetelstat will be a blockbuster for sure.

    Of course, that's easier said than done, but the potential reward looks like it's worth the risk. Geron has a market cap around $650 million while Incyte, which sells Jakafi -- the only approved drug to treat myelofibrosis -- is an $8 billing company. Based on the data so far, imetelstat appears to be a better drug than Jakafi, which treats the symptoms of myelofibrosis, but is far from a cure.
    ***********
    2014 Top health-care stock #3: The pharma stalwart

    It's going to be hard for Johnson & Johnson to match its amazing 2013 -- up over 30% this year -- but there's rarely a bad time to buy. If you're going to own a large cap health-care stock for the long-term, you can't go wrong with Johnson & Johnson.

    If the first two health-care stocks perform to their highest potential, Johnson & Johnson won't be the top stock in 2014. But the conservative nature of the pick means you're not likely to get hurt as bad if a drug or two fails to perform up to expectations.

    And the dividend, producing a yield a little under 3%, will deaden any blow. With 51 consecutive years of dividend increases, it seems safe to assume Johnson & Johnson will increase the dividend in 2014 as well.

    From MF

  • Reply to

    Patent Challenges & New Side Effects

    by sidesaddlex Dec 6, 2014 6:36 PM
    lws2000 lws2000 Dec 7, 2014 10:32 AM Flag

    The various legal actions should go away. There were basically about Geron withholding information about the FDA-liver-holds from investors, causing investors to lose money. The complete story on those holds, and who was behind them, is yet to be told. There doesn't appear to be any competition to IMET at the moment, and I am sure that JNJ lawyers have looked very carefully at the patents. The liver side effects turned out to be mostly nonexistent, and I have not heard about other side effects that are likely to generate new holds.

    We are back to the discussion of whether IMET is a good medicine or a great medicine, and its potential in other cancers. That is what we will find out, starting tomorrow, with Dr. Teffferi's presentation at ASH, and Geron's program at 7 PM. IMET is a meaningful part in the quest (holy grail) for a cancer cure, but this is an early chapter in a long book. Cancer stem cells (originator cells) and IMET's effect on them, is a chapter yet to be written.

  • LOS ANGELES/BOSTON (Reuters, 12/6/14) - Forensics experts hired by Sony Corp to investigate the massive cyber attack at its Hollywood studio said the breach was unprecedented, well-planned and carried out by an "organized group," according to an email obtained by Reuters on Saturday.

    Kevin Mandia, the top executive at FireEye Inc's Mandiant forensics unit, made the comments in an email to Michael Lynton, chief executive of Sony Pictures Entertainment (SPE).

    They are among the first comments about the investigation to be made public, yet they do not discuss what people most want to know: The extent of the damage to the studio's network or who was behind the campaign, the most destructive cyber attack reported to date against a company on U.S. soil.

    The destructive attack knocked much of Sony's network off line with malware that wipes drives of PCs, making them unable to operate. It is expensive to repair them because each drive needs to be manually replaced or re-imaged.

    People close to the investigation have told Reuters that North Korea is a principal suspect, yet a North Korean diplomat has denied that his nation is involved.

    Lynton forwarded a message from Mandia to employees.

    Mandia, whose firm has probed some of the biggest cyber attacks to date, said in his email that "The scope of this attack differs from any we have responded to in the past, as its purpose was to both destroy property and release confidential information to the public."

    He added that "The bottom line is that this was an unparalleled and well planned crime, carried out by an organized group, for which neither SPE nor other companies could have been fully prepared."

    FBI spokesman Joshua Campbell said the agency concurred with Mandiant's analysis the attack went undetected by standard anti virus software, but declined to discuss progress in the agency's investigation.

    Daniel Clemens, chief executive of boutique cybersecurity firm PacketNinjas, said that while the attack was unp

  • lws2000 lws2000 Dec 6, 2014 4:19 PM Flag

    The news that Geron is now generating is coming fast and furious. Scarlett very cleverly engineered the deal (JNJ-Janssen Biotech) in complete secrecy, and survived the FDA-liver-holds at the same time. 7 PM on Monday will be important, as new paths are defined for the group (JNJ-Mayo-Geron) and IMET. We should see $5 (PPS) next week, as the investment world wakes up.

    ************MENLO PARK, Calif., December 5, 2014 - Geron Corporation today announced that management will be hosting a live webcast of an analyst and investor meeting at 7:00 p.m. PT on December 8, 2014. John A. Scarlett, M.D., Geron`s President and Chief Executive Officer, will present a company overview and discuss data presented at the 56th American Society of Hematology (ASH) Annual Meeting. In addition, Steven Lane, M.D., an investigator at the Queensland Institute of Medical Research, will discuss his preclinical proof-of-concept data on imetelstat in acute myelogenous leukemia which was published in Cell Stem Cell as well as presented at the 56th ASH Annual Meeting.*****************

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