Search found 82 matches

by Ryan
Wed Sep 02, 2020 7:28 pm
Forum: ImetelChat
Topic: Hoosier Investor please comment
Replies: 5
Views: 1602

Re: Hoosier Investor please comment

For years, he knocked Geron's preclinical and early stage trials / data, and now that Geron is in late stage trials (2), he touts a preclinical stage hypothesis. Meanwhile, I'll also address the 'lab'. Janssen was the lab for the past 5 years, pumping 100s of millions into Phase II as well as precli...
by Ryan
Sat Aug 29, 2020 9:27 pm
Forum: ImetelChat
Topic: Hat tip to Jaime YMB
Replies: 3
Views: 1447

Re: Hat tip to Jaime YMB

Someone having a visceral reaction to positive developments and GERN stock scaling up... I for one am pleased with these developments and 2 Phase IIIs in motion. Then again, I’m long and benefiting... can only imagine how it would feel / how I would react if I were short & losing borrowed money: Com...
by Ryan
Sun Aug 23, 2020 7:09 pm
Forum: ImetelChat
Topic: New discussion topic:provocative by design, have at it
Replies: 5
Views: 1351

Re: New discussion topic:provocative by design, have at it

Compelled to note that, we would know a lot more if we knew the areas of expertise of the half-dozen new hires in the past few weeks...

Ever the optimist, I have a hard time feeling anything but extremely positive about the # of recent additions to the team.
by Ryan
Sat Aug 22, 2020 10:02 pm
Forum: ImetelChat
Topic: New discussion topic:provocative by design, have at it
Replies: 5
Views: 1351

Re: New discussion topic:provocative by design, have at it

Not that provocative, pre-clinical data has shown that an Imetelstat trial for AML is beyond merited. Limited funds and team resources are clearly holding this trial back. Yes it would be great to have a partner to help Shepherd this, but there is none, yet. Other therapies could be holding the fund...
by Ryan
Mon Aug 17, 2020 6:36 pm
Forum: ImetelChat
Topic: Re EU MA
Replies: 13
Views: 2400

Re: Re EU MA

^ I do like that analogy! Today is a very small microcosm of what I mean about stock appreciation in a Phase III data desert - in this case, the 'news' (more of a factoid) is that big institutions have shown their cards with filings - and the stock moves. I expect many more of these 'non-news' surge...
by Ryan
Sat Aug 15, 2020 10:18 pm
Forum: ImetelChat
Topic: Re EU MA
Replies: 13
Views: 2400

Re: Re EU MA

Completely agree that, while it presents an interesting line of thought, it is just conjecture and highly unlikely at best. Here is what the company states - data from MDS PIII in 2022. And yes they added sites to meet the timing goal, which is good news, as their “Covid update” pointed to potential...
by Ryan
Tue Aug 11, 2020 7:16 am
Forum: ImetelChat
Topic: Positive Quarterly Call
Replies: 1
Views: 1404

Positive Quarterly Call

I for one thought the Quarterly Call was quite positive. - Trials expanding sites to hit timing goals, I expect the announced timing will be met or beaten. And I expect both trials will move to NDA and on to approvals, but I digress - Commercialization plans were articulated, I would say that is new...
by Ryan
Sat Aug 01, 2020 10:52 pm
Forum: ImetelChat
Topic: EU orphan status
Replies: 12
Views: 3568

Re: EU orphan status

Agreed BP, not earthmoving (yet), yet more progress.

And Europe moving forward, yes after all these years, is cause for celebration.
by Ryan
Sat Aug 01, 2020 6:21 pm
Forum: ImetelChat
Topic: EU orphan status
Replies: 12
Views: 3568

Re: EU orphan status

Well there it is, Orphan Designation. Seems this was delivered early in the week. Noting that the company announced there scheduled Quarterly call early in the week, moving it way up as compared to the calls in the past couple of quarters. This is a day when we on this board need to “hat tip”, recog...
by Ryan
Sat Aug 01, 2020 1:08 am
Forum: ImetelChat
Topic: Pevonedistat - the cause for lower GERN share price?
Replies: 4
Views: 863

Re: Pevonedistat - the cause for lower GERN share price?

This is for higher risk MDS.

Geron is revolutionizing lower risk MDS.

This may be the reason for the Takeda rumors - perhaps Takeda wants to dominate the full spectrum of MDS.
by Ryan
Thu Jul 02, 2020 9:14 am
Forum: ImetelChat
Topic: EU orphan status
Replies: 12
Views: 3568

Re: EU orphan status

I was just about to note that Imet received Orphan Status, for MF, about 5 years ago when BP kindly, and diligently, actually pulled the exact date and provided the facts. This is a great thread, I can’t disagree with a word here. The only thing I can say is - anticipating a breakthrough has been a ...
by Ryan
Sun Jun 07, 2020 7:23 pm
Forum: ImetelChat
Topic: Thoughts from the shareholder meeting
Replies: 6
Views: 2341

Re: Thoughts from the shareholder meeting

Thanks for the concise summation, I did not have a chance to tune in live. I especially appreciate the paragraph breaks, a lot easier on the eyes. I think they've confirmed the uniqueness of Imetelstat numerous times, however very few were buying it (all puns intended) - now looks like some heavy hi...
by Ryan
Sat May 30, 2020 2:34 am
Forum: ImetelChat
Topic: Re new presentation
Replies: 2
Views: 1282

Re: Re new presentation

This was explicitly stated in the conference call:

Analyst - “It’s the go big or go home approach”
Dr. Rizo - “Exactly.”

So to your statement, “exactly” ;)
by Ryan
Sat May 23, 2020 7:16 pm
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 2601

Re: Thoughts on this interesting take from YMB:

You’re probably right - I just get rubbed wrong by the implication that a partner is coming in because they know that their partnership will drive up the price and allow them to sell. I guess I am feel any partnership would be more altruistic than that. With all that said, these shares could have be...
by Ryan
Sat May 23, 2020 2:45 pm
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 2601

Re: Thoughts on this interesting take from YMB:

Because the shares may be going to a partner, but a Biopharma wouldn’t be taking a stake in order to arbitrage the shares (as is the implication) - they would be taking a stake in order to fund and have a stake in Imetelstat. Stick with that, not some conspiracy theory (unfounded w no facts or even ...
by Ryan
Sat May 23, 2020 2:36 am
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 2601

Re: Thoughts on this interesting take from YMB:

It’s conjecture and half-baked at that.
by Ryan
Fri May 22, 2020 6:31 pm
Forum: ImetelChat
Topic: Hard to take with a smile.
Replies: 1
Views: 1024

Re: Hard to take with a smile.

While I understand, I’ll caution you that you’re focusing on the wrong Press Release(s). The two I focus on are the MF Phase III one and the EHA abstracts one. Yes the total shares are essentially doubling, however the value of the company has increased many, many fold with 2 Phase IIIs and the abil...
by Ryan
Thu May 21, 2020 3:22 am
Forum: ImetelChat
Topic: A few thoughts
Replies: 3
Views: 1316

Re: A few thoughts

Agreed on essentially all points.

As the song goes, Dr. Scarlett and team has “given us something to talk about”.

My wild guess is the European partner for Imetelstat will be announced shortly before the conference.
by Ryan
Fri May 15, 2020 9:09 pm
Forum: ImetelChat
Topic: EHA Abstracts
Replies: 2
Views: 1838

Re: EHA Abstracts

I think this copy/paste of what I wrote on Yahoo! pretty much sums it up: Piles and piles and piles of flimsy data... All that flimsy data stacked on itself over the course of over a decade, adds up to - A drug therapy (in mono) that has proven* to have a strong safety profile and oh by the way deli...
by Ryan
Sun Apr 26, 2020 9:52 pm
Forum: ImetelChat
Topic: Near term events
Replies: 3
Views: 1507

Re: Near term events

What’s left of the optimism and patience I have left, is being exuded for these next 4-6 weeks. A decade of groundbreaking preclinical work + early and mid-stage trials, which have shown an acceptable safety profile along with efficacious effects for patients, makes the path of Imetelstat primed for...