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Thursday, May 14, 2015 6:33:19 PM
BofA Slide Show Cliff Notes: 8 Facts
Slide 3
1. A novel and transformative oncology product candidate.
2. Broad development of MF, MDS, and AML as PRIMARY indications [emphasis added].
Slide 7
3. Co-efficient 2+ (note the +): CR/PR and CI, anemia response, duration of responses, overall survival.
Slide 9
4. Primary analysis at 24 weeks gets quick reporting.
Slide 11
5. "Spleen response in Janssen study and symptom response were basis for Jakafi study." Note: Spleen symptom response reflects current validated regulatory pathway. (Irish Translation: The 'Get Jakafi' Study Clause or Can You Say BAT?)
6. Secondary endpoints capture "depth of responses". (Irish Translation: Dr. Scarlett likes to dive deep and GTJ are not playing.)
7. To enable differentiation of imetelstat efficacy as compared to JAK inhibitors. (Irish Translation: We win! Using Jakafi patients as own control group: response on JAK inhibitors v. response on Imetelstat at 2 dosages.
8. To support imetelstat as highly innovative and potentially transformative. (Note: There is the word - t word - again).
Jakafi has never achieved any of these "secondary" Co2+ endpoints. Imetelstat has done so in multiple patients in 24 weeks over the course of 2 years with minimal side effects compared to traditional "chemo" or Jakafi.
So, in other words, we will see your spleen shrinkage and raise you a CR+. All in now. May the best drug win.
PS Thanks to Imetelstat on Facebook doing an awesome job of sharing information
"evil flourishes when good people fail to act"
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