The trial may enroll very quickly because the word is out on Imetelstat.
A patient doesn't usually get to see brochures from the Mayo clinic about a drug's effectiveness before signing up for a Phase II trial.
If you had MF and had done any research at all on your own, wouldn't you be asking where and when you can sign up?
Let's see. 50 sites X 4 MF patients per site = 200 patients. do you really think they're making the drug available at 50 sites so they can stop enrolling at 200?
Irish is right. Hang on folks!
Sentiment: Strong Buy
Smart investors buying in anticipation of imminent official announcement of trial commencement.
Predict a small Pop upon announcement, and a Big Pop when trial is fully enrolled, which will come soon after. But the real victory pay off will come next winter.
Congratulations to all the persistent ones. Compared to what we've been through so far, this next leg of the journey seem like the blink of an eye.
Currently high on a similar victory (Novavax), that has shown me how good it can feel.
Marker makers trade amongst themselves to make a market for the stock. If you think sub $4 is cheap, maybe you should buy some more.
Meanwhile we wait for the announcement that the trial is open for enrollment.
Prediction, it will enroll quickly. People with MF have been waiting. Janssen will not have to educate or cajole. The word is out.
Thanks for all you do. John has a lot to be thankful for, but everything else pales in comparison to you. Ask him.
To your point about ODD, it's interesting to note how Janssen is developing distribution points all over the world. These "clinical trial" sites, in the not too distant future, will be where MF patients can go for treatment.
Sentiment: Strong Buy
US, sites in 10 states, CA 3, NY 3, IL 1, MD 1, MI 1, MO 1, NC 1, PA 1, TX 1, WA 1,
Belgium 2, France 6, Germany 8, Spain 1, Taiwan 2.
And/Or, (FYI, I'm long ONTY, not bashin', just sayin'), certain entities will take a huge short position and sit on the stock for a while. Newbies should exercise caution.
You won't stoop to clueless conjecture, but you will stoop to clueless denigration of people's right to free speech.
I share your sense of gratitude, as well as your sense of amazement. The best is yet to come, and that's what makes Novavax so incredible. I've followed and invested in lots of biotechs, but never one with such limited downside risk. The technology is game changing, and far reaching.
Let's not forget Stan. Thank you Stan, for all your hard work and wise decisions.
I cannot believe that a post of mine would get the famously cheese impacted colon himself to come crawling out, like tapeworm trying to escape the anthelmintic.
droid, I agree. I'm thinking possible fast track of drug in uremic pruritus. I don't think people realize how many dialysis patients there really are. it is common for these pts to receive IV meds on day of dialysis. no special trip!
I remember you saying, on this board or AST board that you were going to try to hit on it when the bottom was in. I had the same idea, just didn't buy enough. I have a recurrent dry powder problem.
(I couldn't believe we saw the three's though. Jeez.. I thought the low 4's were good.)
Tend to agree. Kirkman is getting old. Big pharma may actually want to play with the three toys he's accumulated: ONT-380, ONT-10, and Protocells.
He's done a good job, but you can't keep going forever. It will take three plus years to see any revenue from these toys. Long ONTY
That's why there are a lot of us lining up to sell the ASCO bump.
will there be one more bump. If there is, it should be a good one, like 4.50.