Yes,
I think it was bambino who made the point about how Imetelstat was only listed for compassionate use for like a week. Really, a week? Maybe it was slightly longer but I agree that amount of time is very strange. But I will say this...the clinical trial site was updated on the 14th - the same day Geron was taken off the compassionate use list. The status of the MF trial is “Recruiting” on the clinical trials site. It does seem like they were connected since they were both updated the same day - but I guess we’ll know for sure soon enough.
And yes, I agree, they are the ones driving the trials. What additional information could they possibly get by waiting 2 more weeks till the bitter end that they haven’t already seen? Is it possible they really are still burning the midnight oil crunching data - yes....but I’m not buying that. And if our thinking is correct- you don’t come to that conference on the 13th, fully informed knowing Imetelstat is a dud, then wait 2 weeks to tell everyone. That would be an insane waste of money and time. Rather there is an advantage to waiting till the bitter end when you’re trying to negotiate a path forward.
And there are so many other positive markers. If the decision by Janssen surprises us all by dropping the drug, the people who are betting on Imetelstat to fail will be right- but by complete accident since there is very little to support their argument.
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