If a big spike on very high volumn on positive news that may not be repeated for quite a while I'd be tempted to sell when the trend and volumn turns down, no matter what the price and buy back when price and volumn settle back down.
However I'm in for the long run now that IMET and J&J are in bed together so I don't see selling and moving on until their collaboration has come to full fruition which will take years.
I particularly like that since IMET if it continues to match it's previous cliical results should ultimately be approved as First Line treatment for MF. Hopefully in early stage where it probably will be most effective.
I remember the trial in NSCL where it was to be just maintenance as Second or Third Line after earlier poison treatments. Since IMET was trialed in such late stage patients it was like trying to put out a forest fire with a garden hose. Early in a fires development the garden hose can work but since IMET's mode of action takes some time the forest fire of advanced NSLC overwhelms the patient before IMET has time to work.
"Accrual should be fast. PD1 tends to work within 1 month. I think any synergies will be accelerated by PD1, meaning we may see responses occur faster than with Immunopulse monotherapy."
My guess is IL-12 will be administered and a period of time for it to generate the maximum number of TILs will be required prior to the administration of PD1.
Do you agree?
If so would we expect maybe a one month delay prior to PD1 being administered so results should be expected about two months after initial treatment.
Thanks for your very detailed analysis of the overall cancer immunotherapy scene and IL12's place in it.
"allows ONCS to not just complete the trial (and we will have to wait for further details on who is paying and how many people in the trial etc.) , but they also maintain full control over their technology"
Dead on fur. With some positive Phase II data in hand ONCS will have a strong position to negotiate the best deal compared to now with no combination data. Best approach for shareholder value.
Sentiment: Strong Buy
I originally bought in maybe 15 years ago because they were looking for a Telomerase inhibitor,and the logic and science sounded good.
Once Gryaznov added the lipid I felt we were really getting there.
Preclinical animal studies made no mention of DLT's at doses well beyond todays apparent 9.4 mg/kg ceiling.
The diversion into stem cells and even GRN1005 turned into a very time and money consuming mistake.
So now we are the edge of success with Imetelstat, where I Ioriginally bought in as a cancer therapy.
Like many here I believe the science seems to be paying off.
I just wish it hadn't taken such a big chunk of my life getting there.
GRN1005 was certainly an uneeded expensive distraction that smacked of desperation.
I should have bailed then. I'm back in now after first hint of ET data but have a very long way to go to get to break even after many years
Does your comment about maybe infusing John during ASH mean his blood work indicates the MF is re-emerging? I hope not. Thanks again for all yout updates. Bob
Good to see you surfacing again on Geron.
Me, you, Woofs and a few others have been riding this horse so long that it feels like a disfunctional family.
I hope to live long enough to actually see a net gain after all these years.
Thanks Irish for the first class information you have been so kind to share.
Geron's reputation with investors will get a big boost with J&J's endorsement of the science. Money speaks louder than words.
Looking for some brokerage house upgrades in near future.
I don't have time at the moment to look it up but my hope is the poster presentation of a particular subject preceeds its oral presentation so those who find the poster interesting can then get more information at the oral.
Recent news of outside funding for and expanded restarting program for OPC1 with dose escalation to therapeutic levels..
Starting up and funding for VAC2 program in Britain.
Both big importatnt news.
I'm thinking of buying more after news becomes old and price settles.
VAC2 has enormous potential far beyond OPC1 and results if positive will not take years to become clear.
Good news. Thanks and lets all hope remission continues but if needed an additional infusion from time to time will continue the control.
I suppose as a business model that actually will be the most profitable since once a real cure happens then the revenue stream ends. But I'm hoping fo a true cure.
Yahoo cut off the rest of my message. dam
You mentioned on Oct 12 that John had just before had blood taken and were expecting results soon.
Since you had opted to stop Imet treatment to see if response was durable.
Can you share with us the result of the blood work? Hopefully positive.