Search found 21 matches

by Secret Third Arm
Tue Nov 19, 2019 1:21 pm
Forum: ImetelChat
Topic: So many blind spots right out in the open…
Replies: 2
Views: 525

Re: So many blind spots right out in the open…

Very well said indeed. Here's an exercise that I find helpful. Imagine that right now the stock price was $7. Now factor in everything you said and you would have a very compelling investment thesis. Analysts would be piling on to talk about (and hype) what is about to happen at Geron and with Imete...
by Secret Third Arm
Mon Nov 11, 2019 1:50 pm
Forum: ImetelChat
Topic: The most important focus of the new MF abstract
Replies: 2
Views: 486

Re: The most important focus of the new MF abstract

Great post BP, thanks. What makes you think they would need to do a Phase 1 for a Rux combo trial? If Imetelstat is approved (God willing) for r/r MF or MDS then I believe any other studies like combos would be Phase 3 trials. That's what makes this such a compelling drug and investment. Once approv...
by Secret Third Arm
Thu Nov 07, 2019 11:52 am
Forum: ImetelChat
Topic: Ash posters
Replies: 9
Views: 1016

Re: Ash posters

Zhears, The lack of concern by Scarlett about the short term share price is his Achille's Heel. At our current valuation it would not take billions of dollars for an interested party to get Imetelstat. It would only take a hostile attempt at grabbing control by a fund such as Baker Brothers to buy u...
by Secret Third Arm
Fri Nov 01, 2019 1:03 pm
Forum: ImetelChat
Topic: Q3 announcement coincides w ASH abstract release
Replies: 5
Views: 717

Re: Q3 announcement coincides w ASH abstract release

Why odd? They can't say a peep until the abstract is released at 9am. Once it has been published online, you've only got 30 minutes before the market opens. My guess is they are allowing the news from the abstracts to sink in during the day before announcing financials and whatever other news they h...
by Secret Third Arm
Tue Oct 29, 2019 6:38 pm
Forum: ImetelChat
Topic: looks like the latest three posted jobs have been filled
Replies: 4
Views: 922

Re: looks like the latest three posted jobs have been filled

Hi bp, Maybe someone should send an email to Jacob asking him? I haven't had any luck getting him to reply to me but perhaps you will?
by Secret Third Arm
Wed Sep 04, 2019 1:45 pm
Forum: ImetelChat
Topic: 57 P3 Site Locations and Counting?
Replies: 8
Views: 2478

Re: 57 P3 Site Locations and Counting?

Look on the bright side, each patient will be able to be carefully monitored with such small numbers per center. I don't recall what (if any) dose modification is allowed, but the this bodes well for achieving the absolute best trial results possible.
by Secret Third Arm
Fri Aug 02, 2019 4:03 pm
Forum: ImetelChat
Topic: New Post on Seeking Alpha
Replies: 2
Views: 1521

New Post on Seeking Alpha

Hello everyone. I wrote this post not just because there needs to be a new place to continue the Imetelstat conversation but also because I am extremely disappointed that management diluted shareholders at these low prices. Please feel free to stop by and comment. https://seekingalpha.com/instablog/...
by Secret Third Arm
Tue Jul 30, 2019 1:32 pm
Forum: ImetelChat
Topic: Janssen Patent Application
Replies: 3
Views: 1826

Re: Janssen Patent Application

Upon further research I can confirm that the second agreement expressly PROHIBITS Janssen or JNJ from using Imetelstat while instead granting a license to patents that Geron holds regarding oligonucleotide technology. Here's the relevant language in the second agreement, "excluding cancers originati...
by Secret Third Arm
Tue Jul 30, 2019 1:24 pm
Forum: ImetelChat
Topic: Janssen Patent Application
Replies: 3
Views: 1826

Re: Janssen Patent Application

Hi guys, I don't think that this patent application applies to Geron's secondary agreement with JNJ. If you look at the dates, the patent application pre-dates the Continuation Agreement. I think that at the time of the last update for this patent (January 31, 2019) Janssen had not officially signed...
by Secret Third Arm
Tue Jul 16, 2019 7:18 pm
Forum: ImetelChat
Topic: Just for fun while we wait, a repost from SA
Replies: 4
Views: 2023

Re: Just for fun while we wait, a repost from SA

Interesting thought BP! I'm not sure if that's ever been attempted before, although I certainly see the comparative value. If nothing else, bringing such additional data to the FDA can't hurt, and the company clearly has the properly trained staff on hand to do so as seen by their approach to RWD in...
by Secret Third Arm
Wed Jul 03, 2019 1:38 pm
Forum: ImetelChat
Topic: Re the early Mayo data, my response to a question on YMB
Replies: 1
Views: 1502

Re: Re the early Mayo data, my response to a question on YMB

Very well said BP. If you're willing to re-post your comments on my SA blog I would greatly appreciate it. My reading between the lines of Dr. Scarlett's words indicate that Dr. Tefferi was more interested in helping the patients in his clinic than he was in running a controlled study. I think he t...
by Secret Third Arm
Thu Jun 20, 2019 11:38 am
Forum: ImetelChat
Topic: High Risk MDS Cohort in Phase 3 Trial?
Replies: 0
Views: 1742

High Risk MDS Cohort in Phase 3 Trial?

Some food for thought regarding the Phase 3. This was inspired by some of the discussion on Seeking Alpha, so I went back and re-listened to Dr. Fenaux's talk at EHA last week. When asked about other potential uses for Imetelstat he mentioned the promising MF data but then he said this, "I think the...
by Secret Third Arm
Sun Jun 16, 2019 4:04 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 3154

Re: The 2019 Annual Shareholders Meeting: My thoughts.

karagozoglu12345, You make excellent points. The Mayo trial results showed disease modification and remission, which I believe was the reason for the excitement at JNJ. However, even though Imetelstat destroyed most of the progenitor clones and cleared the bone marrow, I'm not sure what effect (if a...
by Secret Third Arm
Thu Jun 13, 2019 3:16 pm
Forum: ImetelChat
Topic: Quotes from Shareholder meeting to focus on
Replies: 4
Views: 1534

Re: Quotes from Shareholder meeting to focus on

Ryan, Don't forget that the Moffitt center is also one of the IMBARK trial centers, so not only was historical data culled from there, but also Imetelstat is being used first hand by these doctors. As was pointed out elsewhere, the RWD is also contemporaneous to the IMBARK data, so it is truly the b...
by Secret Third Arm
Thu Jun 13, 2019 2:59 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 3154

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Hi karagozoglu12345, Just to touch on one point you mentioned: "Geron should have insisted on using Imet for frontline treatment in the MF trial as a precondition for partnership with J&J but did not take place." I think Dr. Rizo did an excellent job of addressing this point once and for all. They (...
by Secret Third Arm
Sat Jun 08, 2019 1:11 am
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 3154

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Part 2 The final question came from @Leviek, on the phone and it was great to hear his voice and see the reaction in the room. They all know who you are Ed! Since I knew the nature of his question in advance I spent my time focusing on Dr. Rizo’s reaction and body language. I’ll say this; the lady ...
by Secret Third Arm
Sat Jun 08, 2019 1:10 am
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 3154

The 2019 Annual Shareholders Meeting: My thoughts.

For those that don't know it, I attended the 2019 meeting in Menlo Park. As requested by biopearl I am re-posting here my thoughts about the meeting. I'm happy to answer any questions just allow me some time before doing so. Part 1 On June 6th 2019 I attended the Geron Annual Shareholder Meeting. T...
by Secret Third Arm
Sun May 26, 2019 2:37 pm
Forum: ImetelChat
Topic: The difference between "may suggest" and "indicates"
Replies: 6
Views: 2183

Re: The difference between "may suggest" and "indicates"

Cheng_ho/telomerase/Bill Walker, That is a hilarious interpretation of what has transpired regarding the purchase of Imetelstat drug from Janssen. Without any way of knowing the quantity purchased there is no way to determine the cost paid and if it was higher than available elsewhere. Yet you conti...
by Secret Third Arm
Fri May 03, 2019 3:45 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 1938

Re: Shareholder’s letter

My personal view is that JS has a strategy with an implied message to FDA that if they don’t approve, even provisionally, on the basis of current data (after all there is 1. A comparitor arm, 2. True unequivocal OS esp in TN 3. Prior well documented CRs/PRs 4. Presumed strong support from thought l...
by Secret Third Arm
Fri May 03, 2019 2:48 pm
Forum: ImetelChat
Topic: May 16th it is - Yet Another Day of Anticipation
Replies: 10
Views: 2695

Re: May 16th it is - Yet Another Day of Anticipation

Ryan, if there are several more durable TIs then the numbers become significantly better than Luspatercept and perhaps the market will finally realize that Imetelstat is not just 'as good as' Luspatercept, but is actually a better drug. Certainly the sicker population with higher transfusion burden ...