Biotech Values

[Checkpoint]

Hello jq1234 glad to answer your rebuttal.

First my main point is that no other drug in the history of treating Myelofibrosis has shown such powerful anticancer effect in the bone marrow of Myelofibrosis patients. The ability of Imetelstat to cause 4 patients or 22% to have reversal of there bone marrow fibrosis is without precedent. We can debate this until more data is presented at ASH, but this abstract overwhelmingly shows Imetelsat superiority to the JAK inhibitors or any other drug in killing cancer in the bones of Myelofibrosis patients.

In the real world when someone has cancer, I think is a obvious they want a drug that will kill the cancer. Imetestat has toxicity, but it has shown in refractory patients in, Essential Thrmbocythemia and now Myleofibrosis the ability kill the cancer in there bones.

All the Jak investors are jumping on spleen size because that is there most valuable effect. The data in Tefferi's abstract shows a drug that for the first time offers Myelofibosis patients a chance to have the cancer in the bones put into complete molecular remission.

It seems obvious if these data are as durable Imetelstat will be very appealing to Myleofibrosis patients.

"As many have pointed out, no one knows what hematological and molecular responses here would lead to eventually, if anyone did, there wouldn't be any argument."

I am having a real hard time taking your above quote seriously. It seems what you are tiring to imply is that if you kill the malignancy in the bone marrow and return the blood to normalcy we are not sure this is good? I am sure many dying patients with Myelofibrosis will take there chances in getting that result.



"While you look at ET data, pay attention to lab graded AEs related to liver function. They said they are going to investigate and report back on the safety signal. I am still waiting"

jq1234 listen to the 2nd quarter call it was addressed. I remember I was investing in Celgene back in 2002 when the shorts were spreading info that Revlimid was toxic. I called someone I new at the company and he told me yes it had toxicity but it was helping cancer patients, we all know what happened there.

"They should try to see if the drug works in less chronic indications like AML, but the company does NOTHING themselves!"

They have a cohort in AML and MDS. If it works there maybe it could be like Celgene.