Search found 16 matches

by phil
Wed Sep 19, 2018 3:24 pm
Forum: ImetelChat
Topic: Why Imbark gets approved
Replies: 7
Views: 4078

Why Imbark gets approved

While we all wait for JNJ to $hit or get off the pot, thought I might take a stab at why it looks like even though the MDS data should be significant, MF data will be superior and MF approval will be first and could come sooner than expected. I think the results in Imbark could be very good. As oppo...
by phil
Thu Sep 13, 2018 11:20 pm
Forum: ImetelChat
Topic: Do NOT sell
Replies: 10
Views: 6717

Re: Do NOT sell

So, I just had to post. Can't believe I didn't trade a single share all day, but still long and strong. There was simply was too much excitement on SA and too much optimism, and too many demanding the answer for today, something JNJ never promised would happen today. It's actually impressive we didn...
by phil
Sun Aug 26, 2018 6:26 pm
Forum: ImetelChat
Topic: Do NOT sell
Replies: 10
Views: 6717

Re: Do NOT sell

The cat is out of the bag... Those who followed the story closely know that European approval would come first, and this "slip" and job posting is VERY SPECIFIC, looking like MDS and AML will be the first indications targeted by Janssen- and in Europe. When Janssen/JNJ go in, they go in BI...
by phil
Fri Aug 24, 2018 4:36 pm
Forum: ImetelChat
Topic: Do NOT sell
Replies: 10
Views: 6717

Re: Do NOT sell

When Olivia said that Geron was stopping the ATM, that was a clear buy signal to me as there are sooo many shorts out there, that was the best opportunity to buy (no more supply and possibly large -60 million share- demand). This new news is also good, but different, it seems like confirmation that ...
by phil
Fri Aug 24, 2018 3:58 pm
Forum: ImetelChat
Topic: Do NOT sell
Replies: 10
Views: 6717

Do NOT sell

Congrats to all holders. While there are some that expected a positive CD, still not yet announced, NOBODY is expecting drug approval, which by the looks of things is happening in EU. 60 million shorts are in for a VERY rough ride. This is when the smart money buys and small retail sells. I'm adding...
by phil
Wed Apr 25, 2018 12:27 pm
Forum: ImetelChat
Topic: Two takeaways from the recent news
Replies: 5
Views: 4686

Two takeaways from the recent news

First, It seems JNJ has finally updated their clinical trial site. It was said this was done to coincide with JNJ's call or Geron's shareholder meeting, and that possibly may be true, but more likely it seems, as Geron said it would happen in the 2nd quarter, the trial has finally hit the pre-specif...
by phil
Thu Mar 22, 2018 2:33 am
Forum: ImetelChat
Topic: Interesting news
Replies: 1
Views: 1514

Interesting news

Congrats to all that have held on, it's been a long ride, too long. Since I have been answering so many DMs on SA lately, thought it easier to make this single post on Imetelchat. Most of it has been said, but recently, analysts have upgraded the market size for MF from $1Bil to over $2.5 Bil. Many ...
by phil
Thu Jun 23, 2016 5:11 pm
Forum: ImetelChat
Topic: NSCLC Study
Replies: 1
Views: 714

NSCLC Study

I've been looking to buy back in (even though I believe we are still months away from data) and have read the recent studies (I will probably comment on Dr. Lane's study later). More positive news coming out suggesting many new trials on the horizon- although that horizon is probably a few years awa...
by phil
Wed Apr 20, 2016 8:18 pm
Forum: ImetelChat
Topic: ASCO
Replies: 4
Views: 3705

ASCO

Looks like a new presentation from Tefferi with imetelstat at ASCO? This mentions the "randomized study" so my guess is some type of comment on the current MF trial being run by Janssen? Why is Tefferi presenting and not Janssen? inquiring minds want to know... The telomerase inhibitor imetelstat in...
by phil
Fri Feb 26, 2016 3:16 pm
Forum: ImetelChat
Topic: Slides are up
Replies: 10
Views: 5051

Re: Slides are up

In regards to the continuation decision... I had posted 3-4 times on SA that JNJ won't go "IN" until mid 2017. They have an option, and like any option, you have very little incentive to execute or exercise it early, so they will wait for the readout in mid/late 2017. HOWEVER, I have also noted that...
by phil
Fri Feb 26, 2016 3:02 pm
Forum: ImetelChat
Topic: Geron - Imetelstat achievements since 2014
Replies: 14
Views: 5200

Re: Geron - Imetelstat achievements since 2014

I agree with Irish on the enrollment issue. I know someone in California that had two infusions before his trial site was officially put up on clinical trials (currently doing very well). I think the key here (as stated previously) is that it took the MF trial 6 months to start enrolling at more tha...
by phil
Tue Feb 23, 2016 3:28 pm
Forum: ImetelChat
Topic: Slides are up
Replies: 10
Views: 5051

Re: Slides are up

The JNJ presentation starts in 45 minutes. I had access to the Geron slides via RBC and posted. The JNJ slides aren't up yet. I think the Geron presentation went as expected and noted Chip was "unapologetic" for saying imet was the first and only drug to induce remissions- great to hear. I have been...
by phil
Tue Feb 23, 2016 3:01 pm
Forum: ImetelChat
Topic: Update from Irish
Replies: 2
Views: 1291

Re: Update from Irish

Thanks for the update Irish. I am very to happy hear how well John is doing after going back on imet. Often when a drug is tried a second time it doesn't work so well, so it is VERY pleasing to hear that John has again responded so incredibly well. I was curious if you or the doctors have any ideas ...
by phil
Tue Feb 23, 2016 2:31 pm
Forum: ImetelChat
Topic: Slides are up
Replies: 10
Views: 5051

Slides are up

I read the slides (Up 30 min early) and not much new other than things are on the same path with no delays. I am impressed that MDS has ramped up much faster than MF, probably because a few pieces were set in place by the start of the MF trial. I am also impressed that John has responded so well wit...
by phil
Thu Dec 10, 2015 3:01 pm
Forum: ImetelChat
Topic: Take aways from Oppenheimer
Replies: 6
Views: 1985

Re: Take aways from Oppenheimer

BP and FM very good posts. I agree with BP and I also took Chip's comments as almost a good thing that there were "initial" cytopenias because it was evidence that the drug was suppressing the Malignant progenitor clones. If one thinks about that it is very interesting because it really isn't an "ad...
by phil
Wed Dec 09, 2015 2:59 pm
Forum: ImetelChat
Topic: Fisher, you did it!!
Replies: 6
Views: 1530

Re: Fisher, you did it!!

Very nice job Fisher. I look forward to hearing and seeing some informative and relevant posts. I don't expect much new at OPCO conference, but think it doesn't matter as all the news from the past 12 months has been excellent.