Search found 647 matches

by biopearl123
Tue Sep 28, 2021 5:12 am
Forum: ImetelChat
Topic: On the topic of blood transfusions
Replies: 5
Views: 751

Re: On the topic of blood transfusions

Hunt, love your analysis. The problem I see is that this whole construct fails to account for new and potentially more effective meds over the next eight years.
by biopearl123
Sun Sep 26, 2021 2:37 am
Forum: ImetelChat
Topic: On the topic of blood transfusions
Replies: 5
Views: 751

Re: On the topic of blood transfusions

Hunt slide 17 addresses your numbers question. Note in VERY fine light print that these numbers are projected for 2030. We scream for transparency, well the fine print at the bottom of that slide is so transparent as to be virtually invisible. Good idea about questions for the analysts. Let’s think ...
by biopearl123
Thu Sep 23, 2021 6:32 pm
Forum: ImetelChat
Topic: Attention Geron Analysts, you are not a K-Mart shopper
Replies: 3
Views: 694

Re: Attention Geron Analysts, you are not a K-Mart shopper

From a Dutch Proverb, later modified by Ben Franklin and later modified by a K Mart shopper:

“ Life's tragedy is that we get old too soon and wise too late.”
by biopearl123
Sun Sep 19, 2021 5:51 pm
Forum: ImetelChat
Topic: Attention Geron Analysts, you are not a K-Mart shopper
Replies: 3
Views: 694

Attention Geron Analysts, you are not a K-Mart shopper

Now that I have your attention, I happen to know that all five of you read this board. You know who your are. What a pitiful number of analysts. This company warrants more of you. But for those few who do cover Geron, time to do your job now. Here’s the deal. Imetelstat is a completely new (at least...
by biopearl123
Fri Sep 17, 2021 6:29 pm
Forum: ImetelChat
Topic: Sept 21 Conference calls
Replies: 2
Views: 686

Re: Sept 21 Conference calls

I unfortunately have to interpret these two comparable slides differently. The timeline is shifted to the right making EU strategy later. Good pickup could mean they want more time to negotiate or wait for more data to strengthen position. bp
by biopearl123
Thu Sep 09, 2021 5:12 am
Forum: ImetelChat
Topic: On the topic of blood transfusions
Replies: 5
Views: 751

Re: On the topic of blood transfusions

Clearly one of the “new indications” will be the short stretch to higher risk MDS. Lower risk MDS+ higher risk MDS = all patients with transfusion dependent MDS
by biopearl123
Wed Sep 08, 2021 5:32 pm
Forum: ImetelChat
Topic: Kmall strikes again. Kudos to Kmall
Replies: 1
Views: 418

Kmall strikes again. Kudos to Kmall

Repost from YMP courtesy of Kmall: Denise Meyer - Medical Affairs Leader, Geron Corporation August 19, 2021 - Geron Corporation (Nasdaq: GERN) reported that it has granted non-statutory stock options to purchase an aggregate of 550,000 shares of Geron common stock as inducements to newly hired emplo...
by biopearl123
Sat Sep 04, 2021 11:21 pm
Forum: ImetelChat
Topic: 2.0?
Replies: 5
Views: 946

Re: 2.0?

Rinconj, you will notice that most of the preclinical work that pertains to the telomere is often done at institutions not directly associated with Geron. They may receive support but since this is such an active area of research, it s logical that many academic centers would be interested.
by biopearl123
Tue Aug 31, 2021 6:46 pm
Forum: ImetelChat
Topic: What is Old is New Again
Replies: 1
Views: 480

What is Old is New Again

There are literally thousands of articles written on the telomere and its role in cancer propagation. You can start in the 1990’s and work forward to see early work in this area. Once Imetelstat was tested in the lab and found to have activity across multiple cell lines (neuroblastoma, thyroid cance...
by biopearl123
Tue Aug 31, 2021 6:31 pm
Forum: ImetelChat
Topic: And another window into November opens…
Replies: 4
Views: 788

Re: And another window into November opens…

FC4634, I believe you remember correctly but the sands shift and there is now new data, new money (and a loan), and new preclinical work. As to the work is S. Korea, kmall is the resident researcher/expert in this area. He has uncovered a lot of interesting things, that being one of them.
bp
by biopearl123
Tue Aug 31, 2021 2:53 am
Forum: ImetelChat
Topic: 2.0?
Replies: 5
Views: 946

2.0?

by biopearl123
Mon Aug 30, 2021 8:54 pm
Forum: ImetelChat
Topic: And another window into November opens…
Replies: 4
Views: 788

Re: And another window into November opens…

Our chant for November: Information or defenestration! Information or defenestration! :)
by biopearl123
Sun Aug 29, 2021 10:23 pm
Forum: ImetelChat
Topic: And another window into November opens…
Replies: 4
Views: 788

And another window into November opens…

Many of you have followed my efforts to clarify Geron’s IP, especially with regard to other telomerase inhibition therapies. A second oligo was returned to Geron from Janssen this year and it looks like other oligo’s are not likely to be pursued even though Geron clearly has IP in this area which ag...
by biopearl123
Fri Aug 27, 2021 2:23 am
Forum: ImetelChat
Topic: Someone has left
Replies: 1
Views: 567

Re: Someone has left

Sure looks like this was meant to be a long term position, not just a quick hit consultant. We will never know what actually happened. 400,000 options with more each year ain’t hay. Guessing he left 70% invested on the table. At this point he could just buy on the open market and not miss much.
by biopearl123
Thu Aug 26, 2021 2:46 am
Forum: ImetelChat
Topic: A window into November
Replies: 3
Views: 599

A window into November

I was always operating under the impression that fibrosis was the disease in MF and if you could reverse or reduce fibrosis you could change the course of the disease. This short discussion referenced below, among other info has suggested that this is an oversimplification and fibrosis may or may no...
by biopearl123
Sun Aug 22, 2021 12:12 am
Forum: ImetelChat
Topic: Investor Day timed with ASH is not a coincidence
Replies: 2
Views: 693

Re: Investor Day timed with ASH is not a coincidence

We know the new back bone is unlikely to be an oligo. Janssen returned the non imetelstat oligo to Geron last year. They were not interested in that either. We also know Geron has other IP that may actually impact what MAIA is doing but they are completely mute on this point when asked.