https://www.biospace.com/drug-development/syros-crashes-over-90-o...

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    https://www.biospace.com/drug-development/syros-crashes-over-90-on-late-stage-mds-fail-loan-default

    Another failed myelodysplastic syndrome trial.

    https://www.biospace.com/fda-approves-geron-s-first-in-class-telomerase-inhibitor-for-blood-disorder

    This was approved for myelodysplastic syndrome back in June

    Rytelo is approved for myelodysplastic syndromes (MDS) patients with transfusion-dependent anemia who do not respond or are ineligible for the standard-of-care treatment, erythropoiesis-stimulating agents (ESA)

    Achieved $28.2 million in RYTELO™ (imetelstat) net product revenue in first full quarter of sales

    "These results also reflect the high unmet need in lower-risk MDS and the compelling value proposition of RYTELO"

    Here's a list of Imetelstat's possible side effects.

    Low White Blood Cell Count (Leukopenia or Neutropenia)
    Low Platelet Count (Thrombocytopenia)
    Liver ToxicityFatigue
    Joint or Muscle Pain
    Less common, but important side effects can include: Reproductive Concerns

    SNT- 5055 No side effects

    Geron has a similar pipeline to us, looking at MDS and MF. In my opinion our pipeline is a lot more attractive though when you add on scar treatment and organ fibrosis in cancer.

    Geron market cap $2.33 billion US.

    Back in August 2023, BMS got a label extension for Reblozyl. It was first approved in 2020 but only in patients who had failed to respond to an erythropoiesis-stimulating agent (ESA), the historically front-line treatment.

    FDA Approves Bristol Myers Squibb’s Reblozyl® (luspatercept-aamt) as First-Line Treatment of Anemia in Adults with Lower-Risk Myelodysplastic Syndromes (MDS) Who May Require Transfusions

    GlobalData analysts project Reblozyl sales to reach $3.2 billion by 2029, while BMS has set its sights on $4 billion-plus aspirations for the drug.

    BMS had $12.47 billion Aus cash on hand in September. Another possible suitor who I'd suggest is keeping a very close eye on us.









    Last edited by pinch2020: 14/11/24
 
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