The GERN CC was frustrating. An updated analysis of the NSCLC data using a new assay to measure telomere length found that the "magnitude of the treatment effect in patients whose tumors had short telomeres was not reproduced." Also, despite early positive data, the company has decided not to pursue multiple myeloma due to the difficulty in combining Imetelstat with existing SOC due to potential overlapping toxicity issues.
The company is waiting to start a myelofibrosis trial until they get a read-out from the myelofibrosis IST. This data is not expected until year-end so a company sponsored trial is not likely until 2014.
Investigator sponsored trials in AML and MDS are anticipated in 2013 but with the company sitting on $90M, I am surprised by the decision not to run any company sponsored trials in 2013.