Replies to post #155229 on Biotech Values

[mcbio]

I'm just picking on Blade, because i know he wouldn't touch a >$5 per share stock with a 100 foot pole Heck, he had already bought it!

LOL Sadly, Blade and I are of a similar ilk.

It seems like an ok risk to take if you have a diversified portfolio. Requires a bit of a gambling fever though. The way forward for ET is not clear, so in a sense they're restarting with MF which therefore increases the risk. Will the results in a less sick ET patient population really translate to the MF population? I've found some papers looking at the relationship between JAK mutation and telomerase activity, but they're not abundant.

Yes, I don't think the path forward is in ET. I think it was just an initial PoC to support moving into MF and other hem onc settings. FWIW, I think they indicated in a prior call that telomeres are very short in MF patients; seemed to suggest the drug might even work better in MF. Also, they said in a prior call that imetelstat produced stat sig PFS results in the NSCLC trial in the subset of patients that had short telomeres. So, may still be hope in solid tumors too.