Search found 60 matches

by karagozoglu12345
Fri Mar 13, 2020 6:30 pm
Forum: ImetelChat
Topic: Good Bye
Replies: 4
Views: 1182

Good Bye

I am beyond disappointed. The CC yesterday showed Geron leadership is out of touch with competition, markets, and science. it seems they go through the motions, continue their fat pay checks and when it is over they will disappear. Any prudent biotech CEO would have secured a combo partnership by no...
by karagozoglu12345
Sun Mar 08, 2020 5:48 pm
Forum: ImetelChat
Topic: FTSV acquisition by GILD
Replies: 4
Views: 2063

Re: FTSV acquisition by GILD

Correction: MOS not MOA. I also meant to mention that, IMO, if the stock is not attractive for investment then the underlying issues makes it also unattractive for partnering and or acquisition. I think what we need is a competition centric leadership that is eager to try innovative, progressive imp...
by karagozoglu12345
Sun Mar 08, 2020 2:33 am
Forum: ImetelChat
Topic: FTSV acquisition by GILD
Replies: 4
Views: 2063

Re: FTSV acquisition by GILD

Bill , Thank you for posing an important question. I have wrestled with the same thought quite some time. The conclusion I reached is that experts funds and institutions consult with do not appear to recommend investing in Geron. I know for fact that funds and institutions do not invest millions of ...
by karagozoglu12345
Sun Oct 06, 2019 6:00 pm
Forum: ImetelChat
Topic: New Corporate presentation
Replies: 4
Views: 2200

Re: New Corporate presentation

Ryan, good points, thank you. I believe eventually combo is the answer to patients needs much more effectively, and will accelerate Geron's success.
by karagozoglu12345
Mon Sep 30, 2019 10:51 pm
Forum: ImetelChat
Topic: Full Separation from Janssen???
Replies: 2
Views: 1186

Re: Full Separation from Janssen???

Ryan, I have the same concerns. I think this would be a huge event in terms of share price appreciation. In the annual shareholders meeting someone I know who attended the meeting shared with me an informal comment by Scarlett that without full separation funds and institutions hesitate investing in...
by karagozoglu12345
Wed Aug 07, 2019 1:27 am
Forum: ImetelChat
Topic: Imetelstat: The First Disease-Modifying Drug for Myelodysplastic Syndromes?
Replies: 4
Views: 2268

Re: Imetelstat: The First Disease-Modifying Drug for Myelodysplastic Syndromes?

Bp, I totally agree that the disillusionment and disappointment that accompanied the Janssen rejection most definitely contributed to the low valuation. However, it does not help, for example, raising very small percentage of the cash at hand at 1.30 giving the impression that there will no catalyst...
by karagozoglu12345
Tue Aug 06, 2019 10:16 pm
Forum: ImetelChat
Topic: Imetelstat: The First Disease-Modifying Drug for Myelodysplastic Syndromes?
Replies: 4
Views: 2268

Re: Imetelstat: The First Disease-Modifying Drug for Myelodysplastic Syndromes?

I have no intention to be disrespectful to challenge the opinions of smart and well informed people. However, I am really puzzled by your reasoning about the stock price being in the cash value range stemming from three year wait to approval and impatient market. Furthermore, possibility of a provis...
by karagozoglu12345
Fri Aug 02, 2019 8:41 pm
Forum: ImetelChat
Topic: New Post on Seeking Alpha
Replies: 2
Views: 1851

Re: New Post on Seeking Alpha

No matter how its sliced, we have good science and bad/very bad management. Best thing that can happen for patients and long investors is a new management/new beginning. If the latter has a chance to occur, share price will appreciate significianly on that news alone. It is time for investors to giv...
by karagozoglu12345
Tue Jun 25, 2019 4:24 pm
Forum: ImetelChat
Topic: Tues conference
Replies: 5
Views: 3379

Re: Tues conference

Sadly, I was wrong. Data does not excite Wall Street. And, there does not appear to be any new ideas/plans going forward.
by karagozoglu12345
Sat Jun 22, 2019 11:11 pm
Forum: ImetelChat
Topic: Tues conference
Replies: 5
Views: 3379

Re: Tues conference

Bp, I agree completely. They are not organizing this event just to repeat the already published trial results. I believe this event has huge significance to dispel the bad omen created, as a consequence of J&J's discontinuation, about the commercial potential of Imetelstat. I hope that investor comm...
by karagozoglu12345
Sun Jun 16, 2019 9:48 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 4215

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Secret Third Arm: Thank you for clarifying my concerns. Having read your thorough assessment, the picture is clearer to me. In my view, beyond the obvious, the most recent presentations reflect two pivotal points: a) Confirmation and emphasis of the effect of Imet on the malignant clone; b) Accordin...
by karagozoglu12345
Sat Jun 15, 2019 11:10 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 4215

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Secret Thrid Arm: Thank you for raising good points in response to my post. I do agree with you that approval of Imet for MF is certainly in the horizon and imminent at some point. I am also encouraged that most recent trial results warrant further investigation of Imet in high risk MDS in addion to...
by karagozoglu12345
Tue Jun 11, 2019 11:25 pm
Forum: ImetelChat
Topic: The 2019 Annual Shareholders Meeting: My thoughts.
Replies: 13
Views: 4215

Re: The 2019 Annual Shareholders Meeting: My thoughts.

Bp and Hunt, I wish I could share your optimism and enthusiasm. Sitting on close to ½ million $ loss begs optimism and conformation bias to keep sane. Unfortunately, I do have concerns going forward. I think false optimism (I do hope your optimism is in effect a “real” optimism) is as dysfunctional ...
by karagozoglu12345
Sat Jun 01, 2019 7:24 pm
Forum: ImetelChat
Topic: Dr. Shay's update on telomerase inhibitor 6-thio-G
Replies: 6
Views: 2470

Re: Dr. Shay's update on telomerase inhibitor 6-thio-G

Cheng-ho: Thank you for posting the article on the potentially promising role of 6‐thio‐dG to address the telomere issue in cancer more effectively than the existing approaches. I am not a scientist and can't claim I have full understanding of the Imetelstat's mechanism of action, but I will go out ...
by karagozoglu12345
Sat May 04, 2019 11:11 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 2645

Re: Shareholder’s letter

BP: Thanks for clarification.
KMALL: Wecome to Creeping Alpha. We are short (or waiting to dump) when we say we are long and long when we say we are short. It is boring to play it straight LOL
by karagozoglu12345
Thu May 02, 2019 11:36 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 2645

Re: Shareholder’s letter

Okay, thank you.
by karagozoglu12345
Thu May 02, 2019 7:54 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 2645

Re: Shareholder’s letter

Continued from above: I did some reading on the role of placebo in oncology clinical trials: https://xtalks.com/placebo-controlled-oncology-clinical-trials-falling-out-of-favor-with-fda-1557/ I admit I do not recall exactly what the comparator arm was in MF Phase 2 trial. I guess if the study was ra...
by karagozoglu12345
Thu May 02, 2019 7:22 pm
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 2645

Re: Shareholder’s letter

Bp: Quite frankly I am worried about the future of Geron and my investment. Thank you for sharing your thoughts and I sincerely hope that you are right. For my peace of mind, could you please clarify the following for me and possibly for others who does not have a depth of insight as I: 1-I thought ...
by karagozoglu12345
Thu May 02, 2019 3:02 am
Forum: ImetelChat
Topic: Shareholder’s letter
Replies: 14
Views: 2645

Re: Shareholder’s letter

Bp: From the CEO's letter: "While the data from the Phase 2 IMbark clinical trial presented at ASH in December suggest a meaningful survival outcome in relapsed/refractory MF patients, the clinical development path is not as straight forward as lower risk MDS". Did I miss his explanation of why has ...
by karagozoglu12345
Mon Apr 29, 2019 10:12 pm
Forum: ImetelChat
Topic: What makes a CEO a CEO?
Replies: 16
Views: 4047

Re: What makes a CEO a CEO?

Smuggle: The compensation issue is an important consideration. Hunt: I chose to respond to your reaction mainly because of my ( perhaps naïve) hope that someone from Geron management will possibly read the present discourse and see an opportunity to saw the seeds for diverse input in the decision ma...