Sat, Dec 20, 2014, 12:20 AM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

Sanofi Message Board

scistats 144 posts  |  Last Activity: Dec 18, 2014 2:46 PM Member since: Apr 5, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Imetelstat has walked through the valley of the shadow of 'FDA holds', and it has emerged victorious.

    Dr. Tefferi's genetic markers and Geron's intellectual property prove that work is being done to identify both the patients that Imetelstat will be therapeutic for and those for which it is likely contraindicated.

    We are one giant leap toward optimal patient selection, and the number of MF patients that can be treated is about 20-25%, perhaps more.

    In addition, Dr. Tefferi has refined the treatment protocol at Mayo to effectively manage abnormal LFT and other reversible side effects. We have FDA's stamp of approval.

    Orphan drug designations soon. Imetelstat will be in the hands of oncologist who will follow Dr. Tefferi's protocol.

    Imetelstat did have to repeat its senior year due to the FDA hold, so prom night is delayed. But, make no mistake, there will be a prom.

  • Reply to

    Cancer cure. What is it worth?

    by scistats Nov 28, 2014 6:45 PM
    scistats scistats Nov 28, 2014 9:22 PM Flag

    This brings us conservatively to 20 PPS for MF alone.
    Now, add on pediatric ependymoma and other brain cancers.
    Combine with PCYC Ibrutnib...I am guessing PCYC has some ideas here.
    I see a solid 20+ PPS. From there, I have no idea where it goes.

  • ASH
    Orphan/Fast track
    More indications
    International approvals

    Coming soon!

    Sentiment: Strong Buy

  • This pony is now a stallion.
    Get out of way!

  • Reply to

    What to expect at ASH?

    by scistats Nov 9, 2014 1:22 PM
    scistats scistats Nov 9, 2014 1:31 PM Flag

    Next: Telomerase inhibition abolishes the tumorigenicity of pediatric ependymoma tumor-initiating cells.

  • Orphan drug designation coming soon.

  • Reply to

    What to expect at ASH?

    by scistats Nov 9, 2014 1:22 PM
    scistats scistats Nov 9, 2014 1:29 PM Flag

    Bottom line: Imetelstat is effective for about 25% of MF and 50% of RARS MDS patients.
    CR's a first. Imetelstat is good to go.
    Side effects are manageable and reversible if properly managed. Otherwise, like any powerful drug, it can of course be fatal.

  • Coming soon.

    Sentiment: Strong Buy

  • Think Biomarin Vimizim then speculate on what a course of Imetelstat is worth.
    Not only for myelofibrosis but pediatric ependymoma.

    It is important to understand the value of focusing on rare diseases in terms of legitimately charging more for what would other be economically unprofitable to pursure.

    So what is the Imetelstat price tag?

    Sentiment: Strong Buy

  • Jan. Mayo closed MF Pilot.
    Eighty patients had been enrolled by this time.
    Mar. MF study placed on partial hold.
    Oct. 23 of the 80 continue. This is 28.75 percent.

    Myelofibrosis 62 patients, with 17 still on Imetelstat
    Myelofibrosis that has transformed into AML, known as blast-phase 9 patients, with 1 still on Imetelstat
    Refractory anemia with ringed sideroblasts 9 patients, with 5 still on Imetelstat
    Still on Imetelstat today are 23 patients

    We are probably looking at 71 percent total drop out with about 22 percent total efficacy.

    Apples and oranges
    Wild cards are RARS MDS and blast-phase MF with blast phase group almost all dropping out. Dr. Tefferi update data for RARS MDS which is holding well.

  • The Laboratory correlative studies portion of Tefferi's abstract suggest marker for CR/PR are developing. They should be able to use this data to help guide patient selection for the phase 2. These markers, along with care in monitoring patients during treatment, will enhance the likelihood of a successful move to market perhaps earlier than expected.

  • John A. Scarlett, M.D., Geron's President and Chief Executive Officer is playing his cards close, not revealing much if anything about Geron's future with Janssen other than moving Imetelstat to market for myelofibrosis.

    But, we already knew this. When pressed, Dr. Scarlett would only say that Imetelstat's dose would still need to be defined, but I suspect that one of the most respected doctors on the planet, Mayo Clinic's Dr. Ayalew Tefferi, might disagree. He has already perfected Imetelstat's dosing, side effects monitoring (LFT, etc.), genetic marker matching, and is now wrapping up duration and durability. We know that Dr. Tefferi is fast track phase 3 ready right now. Sure there is more to be done, but Dr. Tefferi has this under control, beyond this, he is the authority, not Geron and not Janssen.

    Piper Jaffary's Dr. Charles Duncan made a move to try to shake what might be the rest of the story from Dr. Scarlett. Imetelstat must make it to market for patients with MF, we know profit potential for this indication is responsible with orphan designation premiums and world-wide sales. But there is more.

    Take a look at what academia is #$%$ these days:

    Steven E. Artandi†, Stanford University, USA
    Telomerase in the 'Immortal' Germline

    Dirk Hockemeyer, University of California, USA
    Elucidating Telomerase Function in Human Tumor and Stem Cell Biology using Genetically Defined Cell Models

    Expect more cancer indications, likely in combination wtih what Janssen has on the table, specifically Imbruvica combinations. For example: AstraZeneca, Pharmacyclics and Janssen partner on immuno-oncology combination trials with IMBRUVICA® for haematological cancers.

    But, beyond haematological cancers, expect more. All of Geron's preliminary work points toward brain cancer, and I suspect this is what reallly got Janssen's attention.

  • scistats scistats Nov 7, 2014 1:53 PM Flag

    I look for a 15-20 pps buyout before, during, or after the phase 2.
    If that narrows it down. This is based on 25% of the MF market.

  • scistats by scistats Nov 16, 2014 5:04 PM Flag

    It is estimated that nearly 23,400 new cases of primary malignant brain and central nervous system (CNS) tumors will be diagnosed in the United States in 2014; of those, approximately 2,240 will be diagnosed in children ages 0 to 14 years and 540 will be diagnosed in adolescents ages 15 to 19 years.

    Brain tumors are the leading cause of death from solid tumor cancers in children; brain and CNS tumors make up approximately 21 percent of all childhood cancers. The incidence rate of brain and CNS cancers in children has been relatively stable since the mid-1980s, but the death rate has dropped over this period.

    The causes of most brain and CNS cancers are not known. However, factors that may increase the risk of developing certain types of brain tumors include exposure to radiation, exposure to vinyl chloride, and having certain genetic syndromes. There are no screening tests for brain and CNS cancers. Standard treatments for adult brain cancer include watchful waiting, surgery, radiation therapy, chemotherapy, and targeted therapy.

    Newer treatments for adult brain cancer, such as biological therapy and proton beam radiation therapy are being studied in clinical trials.

    Assuming that incidence and survival rates follow recent trends, it is estimated that $4.9 billion will be spent on brain cancer care in the United States in 2014.

    Sentiment: Strong Buy

  • Reply to

    Cancer cure. What is it worth?

    by scistats Nov 28, 2014 6:45 PM
    scistats scistats Nov 28, 2014 9:15 PM Flag

    For a rare condition, we turn to our catastrophic insurance and hope a "Genzyme"-like company is out there working on the orphaned disease that we have. For this reason, MF treatment coming in at half million is a bargain. The price tag has to be high if we want to cure, otherwise, the government has to be charged with finding a cure, and I am pretty sure none of want this to happen.

    I put a price tag on a course of Imetelstat at between one-half million and one million.

  • Coming soon.

  • MF is not the only game in town.

    Search PubMed:
    Telomerase inhibition abolishes the tumorigenicity of pediatric ependymoma tumor-initiating cells.

    Sentiment: Strong Buy

  • scistats scistats Nov 7, 2014 2:51 PM Flag

    Yes, when the market connects 1 + 1, it'll happen.
    They are just waiting on Tefferi's real update, not the abstract.

  • scistats scistats Sep 29, 2014 4:31 PM Flag

    Here you go Ohmtaxi.

    Do you understand why the Mesoblast/Osiris data is relevant to the ATHX board now?

    Competition is a good thing, and Multistem and Prochymal have a key common effect, increase in IL-4 and IL-10. This is good because Multistem is 1/4 the cost per dose with more cells.

    Co-localization of transplanted MAPC and resident CD4+ splenocytes is associated with a global increase in IL-4 and IL-10 production and stabilization of the cerebral microvasculature tight junction proteins. (MAPC were obtained from Athersys, Inc. (Cleveland, OH).

    Additionally, Prochymal up-regulates the production of beneficial anti-inflammatory cytokines, specifically interleukin-10 and interleukin-4.

  • Reply to

    What to expect at ASH?

    by scistats Nov 9, 2014 1:22 PM
    scistats scistats Nov 9, 2014 9:15 PM Flag

    I have been in since they were a stem cell biotech back in the day, but not nearly as long as some of the founders on this board. I think the end of the road is near. I agree with many others that the job of John A. Scarlett, M.D. is to put Geron in as mint condition as possible and sell it. The Mayo Clinic trial and surviving the FDA hold is a green light for any pharma to make their move. Porches and more underwater photography for Scarlett in his retirement coming soon.

46.39-0.42(-0.90%)Dec 19 4:01 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.