The relationship when Imetelstat is on the market.... Every Complete Response caused by Imetelstat will be 1 less customer for INCY. So far 5 of the first 22 patients have CR and maybe more as time goes on.
maine is shocked people are speculating on a message board. I bet he would be equally surprised if he went in a church and found people praying
You're right. $7 billion and professional reputations at stake. Expect it to be ugly. In the end they can't stop the Imetelstat freight train.
They are more paranoid about protecting the $7 billion of capital invested in Incyte. The fact is that every CR from imetelstat is one less customer for them. Imetelstat is does not have 100% CR/PR but perhaps if the patients are treated long enough it will be near 100%.
Tylenol is toxic with too high of a dose and this applies to many approved meds.
Too mucb water is toxic. I robs your body of sodium and you die
50k per does does not seem correct. At one point when the solid tumor trials were in progress they had 250+ patients being treated. At 50k per treatment that would be 25 million for each 28 day cycle and thus at least 75 million per quarter. I believe Geron's entire cash burn rate per quarter peaked around 18 million per quarter.
Sounds like a customized treatment. Not many details about how the treatment is created or how broadly applicable it is. Seems promising. If you have more details I would like to see.
Are you serious? LOL get out the ouija board tell me and tell me when we have a head and shoulders with dandruf
This is completely inaccurate. 163 existed long before GRN1005. There was talk of combining the 2 but it never happened. GRN1005 never had anything to do with telomerase
about the only words he uses are ... booyah BUY BUY BUY or SELL SELL SELL
That's what you say when someone asks you for a recommendation on a stock you know nothing about.
You don't understand Lincoln Capital. The don't "Invest". They get the shares at a slight discount and dump for a profit as soon as they can. They did this with ACTC, STEM and many others. It suppresses the PPS for the entire time it is happening. They probably don't any other choice but it's not pretty... and I am long a small position so I'm not trying to bash.
Carlos, Just wait out all of the hot air and Incyte cheerleaders and the facts will win out.
My guess would be that until they finalize plans they won't know the cost of the trial and how much capital to raise. Number of patients, number of sites , duration....