Biotech Values

[iwfal]

GERN -

But here's the hiccup on the imetelstat data revealed this morning, which I alluded to above: No clinical or symptomatic responses were reported, only bone marrow and blood response. The International Working Group (IWG) response criteria for myelofibrosis says a CR and a PR need to have bone marrow/blood response and clinical response, which usually means reduction in the size of the spleen.

An issue I pointed out in March:

Regardless, my concern with Geron is that they appear to generally hide (i.e. leave out) their data-that-doesn't-look-so-good. ... Fourth concern is that even if they can dose in PV it may not have proper efficacy since the ONLY efficacy data they reported for ET was the ET-specific data (vs, for instance, spleen size, which is important in ET, albeit more so in PV).

#msg-85875340

All that said, it probably does have some place in this spectrum of neoplasms - but, as AF points out, may be tricky to find it (e.g. overlapping AE with other treatments).