Do the JNJ officers (Caruso, Mesquita) and Scarlett even know each other? It would great if their presentations complement each other, with praise and the potential of IMET, but that probably won't happen.
Wow--what lies. No wonder the USA is in trouble, with fascist mentalities such as yours around.
From darns--"If what you just wrote (for the 100th time) is true, they wouldn't need to run more trials. But they do and they are. I'm hoping these comprehensive trials mimic the smaller ones, but it's yet to be seen"
I wrote this so many times because it is obviously true. JNJ wants "absolute certainty" that will eliminate all controversial questions about IMET, and make the drug available on a worldwide basis for any and all applications (cancers, combinations, aging, research, etc.). The FDA and JNJ work together for the best results. The NEJM articles and ASH have already come to the right conclusions. JNJ is not financially depend on any one product, so time and completeness are on their side.
What does "Tantamount to a Cure" mean for Imetelstat? Mayo Clinic stated this, and JNJ fully supports this, by telling all that IMET is "transformative". IMET is safe, effective, and brings remissions and cures. There is no reason to believe otherwise. The time for "bad news" about IMET seems long past, with only "good news" coming.
What can they possibility say that hasn't been said before? Could there be new data and analysis from the Janssen (JNJ) worldwide trials (IMET for MF & MDS)?
Geron=JNJ Jr. As IMET goes, so goes Geron.
What are the chances that JNJ cannot repeat Mayo Clinic's IMET results, with more depth and sophistication? Almost zero, at this point in time. Still, there is that lingering doubt, that has crushed the PPS.
It is worse than that. The worldwide/JNJ trials must confirm the Mayo Clinic (IMET) successes. Some must believe that is not going to happen (Geron PPS). I keep looking for bad-IMET-news, but cannot find any. My hope is that JNJ already knows the results, which are very positive, and is waiting for a fuller set of data and analysis before publishing.
This seems to be the case. The FDA knows all of this, and JNJ must be reinforcing the message. No one seems to be in any rush to grant advanced approvals beyond ODD (US & EU). IMET appears to be "nearly" a sure thing, with JNJ being in no hurry until more of the worldwide trial data is gathered, analyzed and published. JNJ does not need the money or the product immediately, but the markets are confused and "in panic mode".
That is all that matters now for Geron's PPS. JNJ, by this time, must know how the trials are going. When will they tell us (interim report)?
There are not enough believers. JNJ has to say this (or the equivalent) confirming Mayo Clinic's successes with data from their new trials. "Unprecedented- cancer cures" needs overwhelming evidence, apparently.
JNJ and IMET (Geron's PPS) both look to be a "safe investment" in a world where stock markets are coming under increasing pressure. Geron gets caught in the general market of small biotech companies, but they are protected in the long run by JNJ's strong position (financial, medical, legal).
Five major subjects for 2016:
1. US energy independence and oil's place in the world
2. China as a friend, enemy, competitor and an ally
3. The middle eastern wars and ISIS
4. Russia's financial collapse
5. USA election
"Killing" is a better word. The fear has always been that the Mayo Clinic IMET results were an anomaly. I do not see how that is possible, short of fraud. Fraudulent Mayo Clinic data seems impossible.
I don't believe "Chippy" as part of Geron, can do anything without JNJ's permission. JNJ has the "whole ball of wax" including the complete future of IMET, which is the same as the future of Geron. "Chippy" is an associate of JNJ's, not a decision-maker, IMO.
The JNJ/Janssen worldwide trials (MF & MDS, over 100 now) have been underway since September 2015, but are still in their infancy. Some trials are underway, while most are still recruiting. The trials are each to last 24 weeks, with interim results announced. This could happen at anytime now.
The new results should follow Mayo Clinic's earlier successes, with more depth, clarity and sophistication. The FDA, JNJ, and other approval agencies around the world are watching and listening. Advanced approvals will follow ODD approvals in the USA and EU based upon NEJM articles and ASH.
(Geron =JNJ Jr.) JNJ controls IMET and therefore JNJ controls Geron. Geron has no financial problems, and all the IMET news (past & present, medical and scientific) appears to be very good. We are all waiting for JNJ to speak about the 100 or so worldwide IMET trials (MF & MDS). Geron's PPS (~$3) looks ridiculously cheap as Piper Jaffrey calls for $10. JNJ has already called IMET a "transformative" drug.