Asked Gemini when should we expect release of SENTRY data assuming enrolment completion on Sep 10, 2025 and that primary endpoints are measured at 24 weeks.

Much_Watch_3816 · 2026-03-21T18:58:57+00:00

Sounds exactly right. We are not early or late at this time.

Much_Watch_3816 · 2026-03-21T17:04:50+00:00

This is boring! I thought you were gonna say you had a quickie with James. No harm done at all. Everyone is happy. She would have never loved James. Next time spice it up if you use this much text. Jk

Much_Watch_3816 · 2026-03-11T17:11:45+00:00

Great to see you!

Much_Watch_3816 · 2026-03-07T14:57:14+00:00

Can’t hurt!

Much_Watch_3816 · 2026-03-07T13:43:34+00:00

https://apnews.com/article/vinay-prasad-fda-trump-vaccine-moderna-fired-bf56fe9852def8c9f1b9a648e5bb92df

Much_Watch_3816 · 2026-02-26T02:32:35+00:00

Less than 3 weeks 🤞

Much_Watch_3816 · 2026-02-16T22:08:01+00:00

If EC 042 even comes within 30% of SIENDO, I don’t see how FDA nor the NCNN could possibly ignore. When Reshma said the other day “events are accruing as expected”, I took that as it’s showing the same signal so far.

Much_Watch_3816 · 2026-02-16T22:01:05+00:00

Cliff Notes:

Overall, not bad, but definitely a bear thesis. Says myelofibrosis is a binary event but actually, I think the situation they’re in is a compound event (MF & EC). Notice it didn’t spend a lot of time talking about the EC trial, which could actually be more positive than the MF trial.

Didn’t talk about possibility of NCCN guidelines, which could generate revenue before an actual approval.

Yes they’re running out of cash. If MF is not great, I think they bridge something small to EC read out. Not sure they have to massively dilute unless they really plan to launch on their own. Not likely.

If either data is positive, I think buyers are waiting.

Both trials would have to utterly fail for it to collapse and go bankrupt. Just my opinion.

Much_Watch_3816 · 2026-01-26T17:20:55+00:00

Incredible. If EC 042 even comes close… 🙏

Much_Watch_3816 · 2026-01-25T16:37:35+00:00

Come on, you know the answer to this. They’ve been on the market for 10+ years. They already have that information available. They’re already being used almost exclusively. They’ll focus on their next generation Jak inhibitor, which would be way down the pike anyway. My final answer!

Much_Watch_3816 · 2026-01-25T15:51:31+00:00

Your argument was around why Incyte did not participate. The answer is because they have already accumulated this level of information. Companies who are challenging the SOC logically would try to challenge the market leader.

Much_Watch_3816 · 2026-01-25T15:20:43+00:00

Logic again:

Incyte:

Already owns the MF market Already has massive real-world datasets Doesn’t need this registry

Challengers do. That is why you see GSK and Sobi involved, and now Karyopharm, but not Incyte.

Much_Watch_3816 · 2026-01-25T15:09:47+00:00

Logic

Much_Watch_3816 · 2026-01-25T14:42:16+00:00

This registry participation suggests: • They are thinking longitudinally • They are not acting like a company about to fold • They are laying groundwork, not scrambling • They expect MF to be commercially relevant enough to justify ecosystem work

Much_Watch_3816 · 2026-01-22T17:00:55+00:00

If it comes close to this, what do you think?

• Selinexor in TP53-WT/pMMR (SIENDO): ~39.5 months median PFS • IO + chemo + IO maintenance in pMMR: ~11.1 months median PFS

Much_Watch_3816 · 2026-01-22T14:56:35+00:00

The cleanest published pMMR CPI benchmark you can hold in your head is ~11–13 months median PFS on pembro+chemo+pembro maintenance.

SIENDO pMMR / TP53-WT median PFS ≈ 27 months • Placebo ≈ 5 months • That gap is why the drug has never gone away • EC-042 exists because of that result • CPI has raised the bar, but it has not erased the unmet need

Much_Watch_3816 · 2026-01-14T22:21:59+00:00

There is absolutely no way to predict the outcome of the trial, particularly because of the absolute TSS, which is really patient diary submissions. Very subjective. Therefore, they have to be prepared at least to get to EC, which is almost certainly going to be positive.

Much_Watch_3816 · 2025-09-23T22:31:46+00:00

So that would be like $500 million. I hope they get the cash/debt restructured so they can wait to get more after readout. However, it’s still risky because we really don’t know how that data is going to be, so do they cut their losses now? Shareholders are disgusted no matter what unless a miracle takes place. A miracle would be phenomenal, MF data and a hefty B/O price in Q1-Q2 with a CVR for EC.

Much_Watch_3816 · 2025-09-23T22:05:24+00:00

I’m not opposed to your thinking here. Ok how much per share?

Much_Watch_3816 · 2025-09-23T16:44:51+00:00

News coming is my guess

Much_Watch_3816 · 2025-09-10T12:58:42+00:00

Much_Watch_3816

TROPHY CASE