Search found 39 matches

by Zhears
Thu Sep 16, 2021 7:13 am
Forum: ImetelChat
Topic: Sept 21 Conference calls
Replies: 2
Views: 682

Sept 21 Conference calls

There hasn't been much discussion of the last 2 CC's, I assume because there was no new data. However, the Stage-Gated Commercial Enterprise Build page did get updated from the Aug presentation. The EU commercialization Strategy Finalized was changed from Q2&3 in 2022 to starting at the end of 21 an...
by Zhears
Tue Aug 31, 2021 8:18 am
Forum: ImetelChat
Topic: And another window into November opens…
Replies: 4
Views: 785

Re: And another window into November opens…

"Information or defenestration!"
Love it. May have to steal it for a placard as well.
by Zhears
Mon Aug 23, 2021 10:35 pm
Forum: ImetelChat
Topic: Today's Conference call
Replies: 6
Views: 1568

Open Option interest

Options, Options, Options. In all the previous events over the last 4 years, we have had a large number of options open. As usual, the majority of these end up being disappointments and expire out of the money. I'm in the UK and don't trade these, all I've done is try and use them as a very murky cr...
by Zhears
Wed Aug 18, 2021 10:54 am
Forum: ImetelChat
Topic: Today's Conference call
Replies: 6
Views: 1568

Re: Today's Conference call

Hi All Listened to the CC and came away feeling very positive about it all. However its always worth trying to be critical of it as well. No mention of the continued stock price attack, or the incredible volume a few months ago, promises of more conferences which will have no new data in them. Risks...
by Zhears
Wed Jun 09, 2021 10:59 am
Forum: ImetelChat
Topic: New presentation
Replies: 11
Views: 2518

Re: New presentation

So the thesis for the stock price is that it's quite likely that nothing will happen for at least the next 6 months at least, possibly even 12 Full enrollment, but I doubt that will give any real rise, as dilution will put people off. What I don't understand is the interim analysis being scheduled s...
by Zhears
Tue May 18, 2021 11:43 am
Forum: ImetelChat
Topic: I think the best way to deal with this:
Replies: 15
Views: 2947

Re: I think the best way to deal with this:

Gofundme allows the option to only accept the donation if the target gets reached. Could be worth doing. This site has been the only point of sanity for discussion on the medical points and share price for these past few years and my hair will lose the last tiny bit of colour if the next 18 months d...
by Zhears
Tue May 11, 2021 11:40 am
Forum: ImetelChat
Topic: 75% Enrollment in MDS Phase III
Replies: 1
Views: 937

Re: 75% Enrollment in MDS Phase III

I doubt we will get any meaningful good news from the coming EHA based on scarlet saying the 2 abstracts are based on the P2 data. Extensions to survival ofc is amazing, just not currently for the share price. Late breaking abstracts vaguely possible, but as they seem to be playing the long game so ...
by Zhears
Sat Apr 24, 2021 9:47 pm
Forum: ImetelChat
Topic: Can anyone make sense of this?
Replies: 13
Views: 2525

Re: Can anyone make sense of this?

A quick google shows that they have to come up with lots of different names and then the FDA and other bodies then decide which one they will use.

Probably best to trade mark all of the ones they put forward so there isnt a problem later
by Zhears
Thu Apr 01, 2021 12:09 am
Forum: ImetelChat
Topic: In the interest of transparency
Replies: 3
Views: 1213

Re: In the interest of transparency

Voting Yes is the only reasonable response.

They need more money in these uncertain times to get them through commercialization, more possibly more covid delays, possibly to kick off an AML trial judging by the size of the dilution.
by Zhears
Wed Mar 24, 2021 11:51 pm
Forum: ImetelChat
Topic: What Didn't Happen
Replies: 7
Views: 1504

Re: What Didn't Happen

"Add to the list We are looking at companies to acquire"

Yes, I think that one is being saved as the nail in the coffin for any positive news that may dare risk its head.
Do we know how the extra shares will be sold to the market yet?
by Zhears
Wed Mar 24, 2021 10:43 pm
Forum: ImetelChat
Topic: What Didn't Happen
Replies: 7
Views: 1504

Re: What Didn't Happen

If, as previously stated, we don't get any interm results at EHA or ASH, then I can't see anyone one having confidence in this in the long term. If the result are anything like the P2 then at this point they should be able to prove it. Leave it for another 2 years would be not good for shareholders ...
by Zhears
Tue Mar 16, 2021 2:39 pm
Forum: ImetelChat
Topic: That was a shock
Replies: 7
Views: 3296

Re: That was a shock

I'm quite surprised at the overwhelmingly negative reaction from the CC. Apart from the stabbing in the back from announcing a dilution immediately after the call. Do they not have a PR person that considers that this is a massively slap in the face that could have been easily avoided? More dilution...
by Zhears
Tue Feb 09, 2021 10:54 am
Forum: ImetelChat
Topic: Trading over the last few days. Technical question.
Replies: 2
Views: 1688

Trading over the last few days. Technical question.

Hi all, Sorry for the none science-related question, however, it's the best forum to address the strange activity of the last week and you are all keen observers. I'm rather too heavily invested in Geron for my own good and keep a close eye on it( I know, watched toast and all that) however the larg...
by Zhears
Sun Jan 10, 2021 12:25 pm
Forum: ImetelChat
Topic: short interest
Replies: 17
Views: 5061

Re: short interest

Just for ref, I think this is what is being talked about.

https://charts.stocktwits.com/productio ... 774241.png
by Zhears
Sun Jan 10, 2021 12:24 pm
Forum: ImetelChat
Topic: short interest
Replies: 17
Views: 5061

Re: short interest

Just for ref
by Zhears
Fri Nov 20, 2020 3:32 pm
Forum: ImetelChat
Topic: Geron is a tender morsel
Replies: 4
Views: 2118

Re: Geron is a tender morsel

Forth!

Although I think that scarlet will surprise us all way before 2022. Be that with more financing, sales to institutions with little notice so that they can fund an AML trial, or something. It feels like there is ahead of steam with developments. Fanciful wishful thinking I know.
by Zhears
Wed Nov 04, 2020 8:51 am
Forum: ImetelChat
Topic: There are two things
Replies: 3
Views: 1605

Re: There are two things

The large number of Options that have been open on Geron for Jan 2021 all summer is intriguing. Some possible event then, although no idea what it could be.
by Zhears
Tue Nov 03, 2020 9:42 am
Forum: ImetelChat
Topic: New article
Replies: 7
Views: 5911

Re: New article

I've been trying to confirm that the abstracts will be available on the 5th, however it's either been removed or just existing in my lockdown imagination. Checking the ASH website says that this year notifications that an abstract has been accepted can be sent up to the 12 November, so I guess that ...
by Zhears
Fri Oct 30, 2020 8:46 am
Forum: ImetelChat
Topic: New article
Replies: 7
Views: 5911

Re: New article

The abstracts are online the same day as the geron earnings. Read into it what you will.
by Zhears
Sun Oct 25, 2020 12:06 pm
Forum: ImetelChat
Topic: 4 new sites added to MDS study
Replies: 6
Views: 2825

Re: 4 new sites added to MDS study

Crossover would only be allowed after they have overwhelming results and it would be unethical to leave people on a placebo. Which would basically mean that the drug is approved and they are going through the formalities. I doubt this would be something we would get much information from scarlet on....