Biotech Values

[poorgradstudent]

GERN:

Note that the closest comparable data for GERN's imetelstat vs jakafi is imetelstat in ET vs jakafi in PV - and at first glance that comparison too looks very favorable. (e.g. the mean reduction of jak2 allele burden for jakafi in PV was about 20% - but the least reduction of jak2 for imetelstat in ET was about 20%). But PV too is clearly a different disease since 95% of patients show jak2 mutation (with a median of 50-ish percent allele burden) vs a much lower percentage in ET.

A few or two ago I also dug up the allele burden data for Jakafi vs imetelstat. The comparison does look good for imetelstat, but like you I'm mindful of the caveats. Not only in regards to the overall health of the patients with MF vs ET/PV but also it's unclear how much of a driver the Jak allele burden is in these various disease settings.

I think they're doing MF now so perhaps we'll get some apples-to-apples data at some point this year.