Search found 39 matches

by kmall
Tue Jun 02, 2020 2:48 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size
Replies: 6
Views: 849

Re: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size

Andrew, or perhaps she was directed to Celgene to take a look under the hood of Luspat? You know how Dr. Scarlett has a car thing going on.....
by kmall
Tue Jun 02, 2020 2:41 am
Forum: ImetelChat
Topic: Superb
Replies: 1
Views: 430

Re: Superb

Appreciate the feedback Andrew, and although quite lengthy; it actually didn't seem to be on my word doc. Spacing, the addition of links and the format here made it a 6-part thing, so apologize for that. I've been sitting on 95% of that research from my Op Kmall thing, and I felt that it tied itself...
by kmall
Tue Jun 02, 2020 2:19 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size
Replies: 6
Views: 849

Re: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size

Austin, thank you for sharing your story with the board. It just goes to validate what I've suspected since first hearing about the discontinuation between the two companies. A FIC drug such as Imet and all of the platforms / indications it may be applicable towards would very well be a "game change...
by kmall
Mon Jun 01, 2020 4:48 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 (3) – Imetelstat’s Potential Market Size - MF
Replies: 0
Views: 261

Go Big or Go Home – Pt.3 (3) – Imetelstat’s Potential Market Size - MF

MF - Myelofibrosis Market Size Myelofibrosis market will exceed $1 billion by 2025 https://www.chemdiv.com/myelofibrosis-market-will-exceed-1-billion-2025-says-globaldata/ Myelofibrosis treatment market will reach USD $971.5 Million By 2024 https://www.globenewswire.com/news-release/2018/07/24/15409...
by kmall
Mon Jun 01, 2020 4:45 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 (2) – Imetelstat’s Potential Market Size - AML
Replies: 0
Views: 220

Go Big or Go Home – Pt.3 (2) – Imetelstat’s Potential Market Size - AML

AML - Acute Myeloid Leukemia Market Size Global Acute Myeloid Leukemia Market $2.2 Billion by 2025 https://www.ihealthcareanalyst.com/global-acute-myeloid-leukemia-treatment-market/ Since there is a progression into AML for about 1/3 of MDS patients, it makes sense to discuss this indication next. G...
by kmall
Mon Jun 01, 2020 4:36 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size
Replies: 6
Views: 849

Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size

Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size - MDS The previous 2 posts in this series – well actually 3 – Pt. 2 was split in half, laid out the evidence of a much larger patient population globally for MDS then is now being reported. As a fairly newly recognized Hematologic Disease...
by kmall
Sun May 31, 2020 6:26 am
Forum: ImetelChat
Topic: to Kmall the fine print
Replies: 5
Views: 622

Re: to Kmall the fine print

Thanks Andrew. I'll try and draft up something in the next few days. Hopefully others here take up the cause as well. The patients who desperately need Imet as frontline should be in our thoughts first and foremost. There are many here with a stronger understanding of the science than myself and cou...
by kmall
Sun May 31, 2020 4:52 am
Forum: ImetelChat
Topic: Go Big or Go Home Pt.2 2.0
Replies: 0
Views: 290

Go Big or Go Home Pt.2 2.0

(cont.)......... 4. Poverty / Economic Conditions – This (2015) abstract / article from Pakistan, which also mentions Iran, touches on insufficient treatment due to economic conditions; “a lack of expertise and a sky rocketing cost of transplant in the private sector. Eventually all the high and ver...
by kmall
Sun May 31, 2020 4:50 am
Forum: ImetelChat
Topic: Go Big or Go Home - Pt 2
Replies: 0
Views: 259

Go Big or Go Home - Pt 2

Go Big, or Go Home - Pt 2 In conjunction with Imetelstats future marketplace is emerging evidence of a booming and sometimes misrepresented patient population around the world. Countries such as China and India could easily have up to 5x or more then that of the US patient population when factoring ...
by kmall
Sun May 31, 2020 4:41 am
Forum: ImetelChat
Topic: Go Big or Go Home - Pt 1
Replies: 0
Views: 301

Go Big or Go Home - Pt 1

Go Big, or Go Home - Targeting just about every major hematologic myeloid malignancy is not only a confirmation of Imetelstats efficiency of doing exactly that, but it ratchets up the possibilities for Geron as a leader in a space which has yet to scratch the surface. The resonating tone from the 3 ...
by kmall
Sat May 30, 2020 6:01 pm
Forum: ImetelChat
Topic: Finally some statement about fibrosis reversal
Replies: 2
Views: 492

Re: Finally some statement about fibrosis reversal

Probably one of the most accurate and direct observations I've seen posted with regards to a delay in treatment with Imetelstat as far as the patients are concerned. Bravo Andrew for your sensible understanding of patient needs, while current options are driving them into poor prognosis. FDA and EMA...
by kmall
Sun May 24, 2020 6:01 am
Forum: ImetelChat
Topic: BOC Sciences and the Chinese Connection – Tea Leaves or Dots?
Replies: 1
Views: 684

Re: BOC Sciences and the Chinese Connection – Tea Leaves or Dots?

Partner in the Wings? Geron Corporation Announces Proposed Public Offering of Common Stock and Warrants 05/21/2020 "Stifel and MTS Health Partners are acting as joint book-running managers for the proposed offering." It's looking like the majority of MTS PARTNERS "Transactions" are mergers of some t...
by kmall
Sat May 23, 2020 9:54 pm
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 1279

Re: Thoughts on this interesting take from YMB:

Have to agree with Ryan that a partner would "take it through and be a part of the commercialization of the drug, not an arbitrage of stock shares." It's most likely the only scenario that makes sense for a potential partner. My take, and of course it's only that - I know as much as the next guy.......
by kmall
Thu May 21, 2020 8:34 am
Forum: ImetelChat
Topic: BOC Sciences and the Chinese Connection – Tea Leaves or Dots?
Replies: 1
Views: 684

BOC Sciences and the Chinese Connection – Tea Leaves or Dots?

Thank you, Andrew, for the kind words and ability to post here on your board. I do feel a sense of privilege for this opportunity. With that said I would like to address a few of my fellow longs who have questioned the reasoning for my “termination” from the YMB - in particular Cathy, Martin, Rocky,...
by kmall
Thu May 21, 2020 8:24 am
Forum: ImetelChat
Topic: A few thoughts
Replies: 3
Views: 684

Re: A few thoughts

Great observations on the meetings and abstracts Andrew. As always a lot to digest. The TN patients that you, Ryan and Martin discussed a few weeks back became a real eye opener for me. If I'm not mistaken, approx 25% of the P2 patients fell under this category......I never realized how substantial ...
by kmall
Tue May 19, 2020 1:44 am
Forum: ImetelChat
Topic: YMB Censorship and GERON’s ex-US partner? - Pt 2
Replies: 5
Views: 1100

YMB Censorship and GERON’s ex-US partner? - Pt 2

Several days later I posted “There’s More Than One Way To Skin A Cat………….” In summary I delve into EMA approval over FDA and the whole ex-US partnership thing………it may be reading tea leaves or perhaps connecting dots – however one perceives them. The next day I posted about China and its MDS populat...
by kmall
Tue May 19, 2020 1:42 am
Forum: ImetelChat
Topic: YMB Censorship and GERON’s ex-US partner? - Pt 1
Replies: 0
Views: 572

YMB Censorship and GERON’s ex-US partner? - Pt 1

YMB Censorship and GERON’s ex-US partner? It has been a while since I’ve posted on Imetelchat since most discussions center on the scientific / medical side of Imetelstat – neither of which I have in depth knowledge of, so I’m a bit out of my league here. With that said I have noticed our boards mod...
by kmall
Sun Sep 29, 2019 3:59 am
Forum: ImetelChat
Topic: Novel Strategies for the Treatment of MF - Sept 2019
Replies: 1
Views: 909

Re: Novel Strategies for the Treatment of MF - Sept 2019

Great posting Ryan. Earfool is a researching prodigy. I stand in awe at some of the information he has culled from at times the most obscure sources. Keep up the great work Earfool. Your efforts are priceless!!
by kmall
Sat Sep 28, 2019 11:34 pm
Forum: ImetelChat
Topic: A salute to Kmall
Replies: 1
Views: 735

Re: A salute to Kmall

Thanks Andrew-bp for the well wishes and most of all the amazing forum you host. My wife was the main catalyst behind our move to make a journey of a lifetime. We have a small 22' Tanzer day sailer which we are donating to a Veterans group who take out Vets with disabilities and PTSD and teach them ...
by kmall
Sat Sep 28, 2019 7:10 pm
Forum: ImetelChat
Topic: 57 P3 Site Locations and Counting?
Replies: 8
Views: 3579

Re: 57 P3 Site Locations and Counting?

Andrew-bp......Many thanks for the follow up with Jacob and subsequent breakdown of analysis on the inner workings of a drug phase enrollment. I'm still a bit foggy on the numbers and details - but it sounds as if many of those more knowledgeable in this arena are somewhat perplexed as well. When an...