in the bone marrow, two types of stem cells give rise to all the cellular components of the blood. The myeloid precursors grow into white blood cells and red blood cells and platelets and so on. (The lymphoid precursor cells are a different matter, not pertinent directly to the actions of Imetelestat. so let's keep it simple.)
Myeloid leukemia always means an overproduction of some or all of the cells that come from these precursor stem cells. When it's too many of this one, they call it that, and when it's too many of that one, they call it something else. But the principle is the same. The precursor stem cells give rise to different types of blood cells that we need and continually replace. But we can't handle over-production.
Immetelstat appears to get this under control at the begininnig of the process. So less out of control cell proliferation in bone marrow leads to less scarring and fibroid formation in the overactive bone marrow centers. this is why it may be useful in myelofibrosis (MF).
Imetelestat is also already on the record as controlling the production of too many platelets, a condition called thrombocythemia. (But the experts say the drug is not needed for that)
so the speculation about how Imetelstat may be useful in other blood cancers brings us to acute myeloid leukemia or AML, the only effective curreent treatment for which is bone marrow transplant.
AML affects older people, many who cannot physically tolerate a bone marrow transplant.
Speculation is therefore that Imetelstat may useful in AML, a much bigger market than myelofibrosis (MF)
Dr Tefferi definitely wants to go there.
Blastic phase just means in the bone marrow when things are just getting started.
Remember one thing. Leukemia always implies over production of blood cells.
The repercussions of the overproduction are often life threatening, and the threat takes many forms and afffects many body systems.
that's the best I can do off the top of my head.
Labelling my comments as narrow-minded strikes me very strangely. I was merely offerng my take on why we are stagnant at sub-5. Did you get up on the wrong side of the bed?
I have been, and still remain, one Geron's most faithful suppporters, and a poster on this Board, for ten years. Where have you been?
My comments were in answer to the question "what is going on", referring to the price action.
If you want to discuss Geron's science, I can do that. I've forgot more about Geron's science than you'll ever know, including hESC's.
Have a Merry Christmas, and like a lot of the rest of us open-minded people, maintain your optimism that 2014 will mean great things for Geron.
The long suffering longs who just wanted their money back, accomplished that in the 5 to 7 range. High volume, sell the news, I'm out. See ya later. I'm glad that's over. Whew, thank god.
Whoever is still holding, manipulating, hedging, or shorting, is really just waiting for 2014 q1, like me.
Serious money that might want in has to wait for more news (data), because Geron is now a one trick poney.
That's my take.
There really isn't anything going on.
On CNBC, Bristol to sell diabetes business to AZ, and then invest in onco immuno.
Clearly tring to bash Geron, like they tried to bash Novavax a few days ago, the Zach press release included the following statement:
"So it remains to be seen whether Geron will move ahead with a larger study."
To quote John Boehner;
"ARE YOU KIDDIN' ME?"
The CEO of Geron is on the record as sayiing that future trials will be conducted.
geez. I thought it was just AF and his buddies.
If not for your credibility on this board, i would think this a hoax.
God help us.
Thanks for the info.
Could it also be something less provocative?
Maybe Wedbush's analysis of future revenues is 9% higher than FBR's.
But at least you have a fan club.
"astute", "brilliant", "excellent"
In fact, I am a fan.
But all the speculation on this Board this morning about buyouts and major deals flies right in the face of what Stan Erck has said.
NVAX's stock price can easliy reach 11-12 in the next year based soley on implementing the plan in place at the present.
On the day I responded to your January question, my suggestion, NVAX, went up 19% on 5X average volume.
January may still be Ok though.
Good luck with your message board advice idea.
(disclosure: long ONTY)
I'm holding those shares I accumulated in th 2's (four years ago), so closely to my chest.
I was ahead of the game. I was patient.
All retail players are NOT novices.
Agree with you overall.
Great technology. Bright future.
Especially for babies at risk for RSV.
I am hoping that they already executed. That's the only thing that would make this blood bath worth it.
I still believe we will see new highs in January with announcement of partnership and the buyout fever that will accompany such a partnership announcement.
You are spot on.
I'm betting the odds are very good that this has been Scarlett's plan all along.
When he says he will let us know how Geron will proceed with multi-centered trials, he really means he's working hard to develop a plan that everyone will love, even Wall Street.
I also remember some of your advice from those days.
Did I listen?
In a way I did. I got a little on the side here and there. (trading shares vs. core shares)