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St. Jude Medical Inc. Message Board

lws2000 215 posts  |  Last Activity: 12 hours ago Member since: Nov 21, 2001
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  • Mayo has an MF breakthrough drug under its control, and they wish to continue to exercise that control.
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    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.


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    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.


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    From beavertail_splash


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

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    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.

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    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).
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    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).

  • From micaiah2004######In the annals of history, were there no invention, product, or creation that looked promising but failed???
    Were there any better mousetrap created but it still failed???
    Were there instances where a drug was created that seemed to work but never saw the daylight, i.e. never became manufactured for mass distribution???
    My memory bank runs dry. But I do not like the price action and the lengthy period of FDA hold. It concerns me....the price action....its disturbing.

    From lws2000******This "concerns & disturbs" us all. "I do not like the price action and the lengthy period of FDA hold". If Imetelstat fails, then Mayo has failed. A great USA health organization would have failed. In a world where anything is possible, this seems impossible. The fraud and the lies, that would have been created by Mayo to generate a hoax this large, seem impossible

  • lws2000 lws2000 Jul 28, 2014 7:02 PM Flag

    This "concerns & disturbs" us all. "I do not like the price action and the lengthy period of FDA hold". If Imetelstat fails, then Mayo has failed. A great USA health organization would have failed. In a world where anything is possible, this seems impossible. The fraud and the lies, that would have been created by Mayo to generate a hoax this large, seem impossible.

  • lws2000 lws2000 Jul 28, 2014 3:16 PM Flag

    There something wrong with Geron; there is nothing wrong with Mayo; there is nothing wrong with Imetelstat.

  • lws2000 lws2000 Jul 28, 2014 2:58 PM Flag

    I don't believe that I have over stated the case based upon what we know. One can argue that there is something we don't know (other than market manipulation) in the science and medicine that is effecting the "PPS". I don't think so, but as you say, I may be "over stating" Mayo's honesty and good work.

  • lws2000 lws2000 Jul 28, 2014 1:13 PM Flag

    The Mayo hold has been lifted, so the FDA is satisfied with Dr. T's data. There are no significant liver side effects.

  • lws2000 lws2000 Jul 28, 2014 1:10 PM Flag

    Is there anyone that doubts that Imetelstat is a safe and effective drug when used to treat MF? Does anyone doubt Mayo's medicine, truth, and science?

STJ
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