nice find beaver... the body of evidence is clearly growing day by day. if these in vitro studies translates into positive findings in clinic i can foresee IMET being used as maintenance therapy (to eradicate TIC's) in all susceptible telomerase active tumors.
hi windsor, thx for your response. i knew rocetinib was effective in T790m- pts but did not know 9291 was not effective in this population. do you have reference for this claim?
couple other questions: how far ahead in development is rociletinib as compared to AZD9291? with rucaparib clearly superior to lynparza in ovarian ca... how do you value clvs's third candidate luci
tanib? appreciate your expertise on CLVS...
patience mr boo, patience. plant the seeds now and as the seasons pass watch them grow and blossom.
in short, if above hypothesis proves to be valid JNJ/GERN will be able to predict which cancers are susceptible to treatment with imetalstat by assessing methylation status of a tumor. imagine the market potential this opens up! myeloproliferative dz application may just be the tip of the iceberg. GL
FUD alert! fear/uncertainty/deception often used by short sellers or disguised longed (stealing cheap shares)
DMD: NO effective treatment out there! None.
Glioblastoma: variety of treatment modalities, surgery first line to debulk/resect tumor, then adjuvant radiotherapy and chemotherapy/Ab targeted (Avastin) therapies. current rintega trial is somewhat clouded by concurrent use of avastin. although recent interim analysts did show some separation... with proven therapies out there the FDA has 'some' leeway to ensure efficacy by waiting a bit more for data maturity.
SRPT had these exact conversations with the FDA for 3 years now...and was given the green light to file NDA. This is the most recent guidance by FDA and this is how i have chosen to invest...
with 65 sites total soon to be on line... that's less than 4 patients per site to reach 200. sites like mayo and hopkins will have multiples of 4 to be sure. full enrollment will be fast and furious once i's are dotted and t's are crossed.
looking to add to my CLVS holding during this market downturn but would like to hear people's opinion on the competitive landscape. are folks here concerned at all about AZ's EGFR TKI targeting same patient population?
don't know the reason?? you must be joking... have you seen what's happening lately in the broader markets and it's effects on high risk speculative biotech stocks?!
BBF, win or lose $ on gern you will always be a winner in my book... and a great dad! my parents gave me the gift of education and i am forever grateful.
buy back stock!? you guys are on the wrong message board. this is NOT (yet) gilead flush with revenue. just sit back and relax. buy now and possibly lower. wait for the amazing 'transformational' results coming our way in months! oh yeah, we KNOW what the results will be already. janssen will execute FLAWLESSLY. this is as de-risked as it gets in biotech.
it's not beyond the realm of scientific possibility that with the elimination of misfolded protein accumulation (assuming ETEP infusions are started early enough in disease process)... may result in prevention of the body's inflammatory response from even starting.
beaver, you evil pathetic thing. your boss is buying hand over fist while you post FUD on a message board praying on a few gullible retail investors. how do you sleep at night??
beaver, please feel free to invest in a company conducting cutting edge research on maggots and their potential medicinal uses. smart gern INVESTORS here are 1. looking to add during current biotech weakness and 2. patiently awaiting MF/MDS results. MF trial infusing any day now, MDS trial to begin in a few short months, MDS mayo data likely at ASH, topline data 2016, regulatory filings in 2017. things are happening at lightening speed for the PATIENT investor. could trials fail? of course but unlikely here. Mayo data are as convincing as it gets. i will wait while Janssen do their thing. rest assured, they KNOW what they are doing if imbruvica is any indication. ~50% share in PROFITS...
catslyst? how about the start of a trial that will prove without a doubt IMET can cure MF for starters. we then move on to MDS, AML, etc. BTD coming soon too. if you think stock prices only go up when drugs are approved then i suggest you get out from under the rock you live in.
comsensea, the biomedical answer: no one knows... yet. the answer for investors is: it doesn't matter! because of the results you mention-- ALL are better than current standard of care. Jakafi only provides symptomatic relief with NO dz modifying effects. Imet has already demonstrated a leap forward. of course for MF patients' sake, my hope is they achieve full unequivical cures.
for relatively rare dz such as MF, 50 sites is a must to facilitate enrollment. enrollment will be fast and furious as there are likely patients already waiting in the wings having been R/R to jakafi. only a hand full of pharma companies could have pulled this together in such a short time frame... hold on tight!
I wouldn't expect articles and promise to move the needle... however trial initiation and results will! fortunately for us longs it's coming soon my friend.
Larry, I personally wouldn't mind if this goes down a bit more. honestly a gem like GERN going down with the market on no news is a gift! always nice to have more shares for eventual pop(s). volitility is good for my trading shares. delayed gratification for my core shares later in the year and beyond. no need to taunt. you do your thing and we'lldo ours. IMET has shown undeniable efficacy: CURING a horrific deadly dz. a partner in janssen that is the king of execution. as long as longs here don't lose sight of these facts-- we will be rewarded handsomely. unlike other biotechs i hold, i am at complete peace with this investment. as they say: it's alllll good!
diversification is fine but no reason NOT to be overweight a company with a medication that demonstrated ability to CURE a previously uncurable deadly disease. when the trial you cited shows similar efficacy i'll gladly head over to ZIOP.