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Imelstat, MF, competition...As all know, I am out of GERN and have no plans to return. I was a little hesitant to write them off for good, because some posters thought the MF trials were showing favorable OS,,,,and they balked at the primary endpoint of reduced size of the spleen ( the target was minimum 25%reduction). The argument was, logical I thought..." what matters how the spleen reacts, its survival that matters most"...true. But, not being a doc, I have to rely on the knowledge of FDA and professional doc's ...if spleen size increases due to MF, then spleen size reduction would be a good indicator of disease reversal ( I guess that is the argument). So, GERN drug barely effected the spleen size. Fine, Yesterday I read of the five pipeline drugs for celg. They have phase 3 data on their MF drug, It reduces spleen size by nearly 40% in something like 75% of patients ( vague memory because I am not interested in CELG-any more). So, while I was under the impression GERN had a leading MF candidate, now I know they are far behind. I hope this info provides some useful insight to what else is going on in this field and encourages current holders to do some additional research...because the CELG story was never, ever, on this board, and never mentioned in any articles or investor reports I saw re GERN...And, obviously, JnJ knew what was going on... M |
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