You obviously are unaware of the impressive results they have already reported in the Lancet. Message boards are filled with people making comments about something for which they have little or no knowledge.
Mike, are you familiar with the material that the NSS is made of? It would be interesting to know what the shelf life is as it will affect to cost and method of distribution if approved by the FDA.
Looks like Janssen is trying to categorize patients that have already been treated based on the various administration regimens that Mayo tried. Nice to see the experienced pros in charge.
I would bet they get FDA approval for treatment of acute complete injuries after the first 5 patients. There is no downside to getting the scaffold for these patients. I would be furious if I knew someone with a new SCI if they couldn't get this treatment.
That would be a huge development as uncertainty whether they would be able to identify responder has caused the market to nearly completely devalue NSI-566
I didn't say OPC1 doesn't work. I was just throwing out a hypothetical for discussion. My point was that given what I know now if I had to choose 1 of the 2 trials I would choose the scaffold. That may change as we begin to see the higher dose OPC1 patients treated.
I'm hoping the higher cell count makes the difference and provides spectacular results for the sake of the patients. However, the first two scaffold patients have regained the ability to move their hips and at least 1 has regain bladder and bowel control. The old Geron trial did not have anything this dramatic.
If I had a new spinal cord injury. Although if there was a choice between OPC1 and nothing I would certainly go with OPC1.
It's never going to happen. NVIV is trying to prove it's scaffold works. Throwing stem cells in the mix for this trial would create doubt as to what is causing the patients to improve. This trial will continue on to phase 2 as is for approval. They will probably have another trial with stem cells.
I sure can but I think it will need to be NSI-189 that drives it as the ALS trial will need time to identify responders or prove there is 'no harm" to non responders.
No way the have combined trials. That would be a material event and would have to be disclosed. It would require a change in FDA approved protocol which would take some time.
The quickest route for InVivo to get approval is to continue on the route they are going. To deviate now would be foolish and would make uncertain what is really causes the improved motor function. In addition, given StemCells results to date (minor sensory improvement) I would hope they would look elsewhere for a stem cell source.
This will be a good data point because at some point they will want to know how long they can wait after the injury to implant the scaffold.
They didn't load up. They (Maxim) are allowed to short the stock prior to the offering being made know to the public. This guarantees the over allotment will happen since there is no risk to Maxim.
I love the silly shapes people can find in a 2 dimensional chart of the price. Kind of reminds me of kindergarten.
Jamari and INCY gives investors a rough idea of what Geron's market cap could look like if imetelstat becomes the preferred MF treatment. And Imetelstat is not a one trick pony. It's a pipeline in itself.