Erfan Afshar

[Erfan Afshar @afshare7]

@Alec_Friedman_ @joecarlsonshow Why buy MSTR when you can buy bitcoin? - Michael Saylor - Michael Saylor

[Erfan Afshar @afshare7]

@kinatsofrim Nothing in that recording indicates that they do not believe IMpactMF will be a success. All they say is that they pushed back the readout. The primary endpoint is overall survival so enough patients need to die before they can look at the data. That’s all they said.

[Erfan Afshar @afshare7]

@kinatsofrim Nothing in this recording indicates that they expect the combination with Jak inhibitors to fail.

The study they are refering to has alwasy been aiming at approval in 2L. That market is huge. Most patients fail jak inhibitor therapy and live long enough to fail it.

[Erfan Afshar @afshare7]

@Alec_Friedman_ @PunterJeff @maddow Comparing bitcoin to beanie babies…LOL

[Erfan Afshar @afshare7]

@OmarPridelands Wouldn’t this be priced in since the institutions have access to iqvia ?? I got no concern for long term success of geron but I’m just trying to play devils advocate here.

Now care to share any specifics about this early data?

[David Sinclair @davidasinclair]

Leonard Hayflick, the scientist who discovered the cellular replication limit and a pioneer in aging research, has died. I remember him fondly as a kind man who faced much criticism for his radical ideas about aging… 🧵

[Erfan Afshar @afshare7]

@BWalkerTTAGGG @shelbynewsad Are there any randomized control trial to support caffeine as an active agent? How about ketosis?? High O2???

[Erfan Afshar @afshare7]

@ContraMundem @Biotech2k1 asked Vlad if he thinks that Geron’s patents would be in the way of targeting hematologic malignancies. He flat out said no, they are “yin and yang”.
Then again, I asked Chip(GERN CEO) the same question in 2019, and he basically said he would take legal action for blood cancers.

[Erfan Afshar @afshare7]

@ContraMundem @Biotech2k1 The agent responsible for the data above is eligible for NCE and had some methods of use patents backing it into mid 2030s. The next generation molecules are 3-10 times more potent and evolutions of the lead compound. https://t.co/XUO7PnvP6B

[Erfan Afshar @afshare7]

@ContraMundem @Biotech2k1 I was impressed by the methods of use patents of the lead compound, especially in combination with checkpoint inhibitors. This molecule works on 85% of cancer cell lines overall, and they have discovered several second generation molecules with same MOA in house.

[Erfan Afshar @afshare7]

@SridharSalur @Biotech2k1 PDSB has no clinical trials in the cancer with the largest number of deaths worldwide, non-small cell lung cancer (NSCLC).

[Erfan Afshar @afshare7]

@Biotech2k1 Forgot to mention that patients had progressive disease or relapsed coming into trial. None of the patients had stable disease coming in.

[Erfan Afshar @afshare7]

@Biotech2k1 $MAIA unprecedented safety and efficacy in NSCLC. <15% grade 3 AE. No grade 4-5. Vs SoC 70-80% grade 3-4.
Survival benefit in 3rd line NSCLC (9.1 months+vs SoC 5.8 months). ORR in best dose arm is 38% vs SoC 6%. DCR 88% in best dose arm vs SoC 36%

[Erfan Afshar @afshare7]

@alejandrobatiz @Biotech2k1 That is what the + is for.

[Erfan Afshar @afshare7]

@FrameworkWisely Because at high doses THIO is readily available for all the enzymes used for DNA replication, and not just telomerase.

[The ASCO Post @ASCOPost]

Tomasz Jankowski, MD, PhD, on Non–Small Cell Lung Cancer: New Data on a Telomere-Targeting Agent https://t.co/jrtauHjUG2 #LCSM #lungcancer #oncology #ASCO24 @yankitom

[Erfan Afshar @afshare7]

@FrameworkWisely @BWalkerTTAGGG Most people that follow telomerase inhibitors and telomere targeting agents share the view that multiple MOAs are required and that a telomerase related agent may be the key.

[Erfan Afshar @afshare7]

@michaelnuovo @ArranGray9 @FrameworkWisely @BWalkerTTAGGG Yep

[Erfan Afshar @afshare7]

@michaelnuovo @ArranGray9 @FrameworkWisely @BWalkerTTAGGG This is why when I did my series I didn’t delve too much into the data. The survival looks good. We will just have to wait and see.