Search found 38 matches

by rccola335
Wed Jul 08, 2020 3:20 pm
Forum: ImetelChat
Topic: MDS approval for HM oral agent
Replies: 1
Views: 505

MDS approval for HM oral agent

interesting - this is what BP alluded to where the FDA took into account the present pandemic in granting the approval to help those patients avoid the hospital and decrease their covid risk - HMA's are not approved in Europe one thing we have not mentioned besides the limited blood supply is possib...
by rccola335
Fri Jul 03, 2020 7:18 pm
Forum: ImetelChat
Topic: Request for Imetelchat Board thoughts
Replies: 8
Views: 1734

Re: Request for Imetelchat Board thoughts

Lekola - to fully understand why Europe is so interesting you had to be around to live thru August/Sept 2018 - imetelstat was doing well with Janssen - they would have their updates and imetelstat was listed as one of their blockbuster drugs for MF in their presentations (the last one being in late ...
by rccola335
Thu Jul 02, 2020 12:31 am
Forum: ImetelChat
Topic: EU orphan status
Replies: 9
Views: 1291

Re: EU orphan status

-they get European approval and AML is back on the table and a partnership worth a premium will be had - or course a realistic buyout becomes possible also - someone buying Geron out would rather do it before they lock in a European partner to make the deal cleaner is it being unrealistic? I always ...
by rccola335
Wed Jul 01, 2020 11:17 pm
Forum: ImetelChat
Topic: EU orphan status
Replies: 9
Views: 1291

Re: EU orphan status

https://www.ema.europa.eu/en/human-regulatory/overview/orphan-designation-overview talks about conditional approval and compassionate use - if you remember in August of 2018 Janssen placed imetelstat on their compassionate use list and pulled it off when it was noticed - claimed it was a mistake - c...
by rccola335
Wed Jul 01, 2020 7:29 pm
Forum: ImetelChat
Topic: EU orphan status
Replies: 9
Views: 1291

Re: EU orphan status

this has the potential to lead to conditional approval - this is what Janssen was likely expecting and why they advertised for pricing managers in Europe for imetelstat for AML and MDS
by rccola335
Mon Jun 15, 2020 4:08 am
Forum: ImetelChat
Topic: Imagine reading this
Replies: 6
Views: 1433

Re: Imagine reading this

i would of liked to hear the presenters remarks at ASH - the KOL will be interesting on the 17th - I do not think we will be waiting until 2024 for approval
by rccola335
Sat Jun 13, 2020 2:24 pm
Forum: ImetelChat
Topic: By 2:30 AM Eastern time June 12th
Replies: 8
Views: 2035

Re: By 2:30 AM Eastern time June 12th

somehow someone took my last post as uneducated bashing - nobody would of sold 50 percent of the company at 1.30 a share if there was a near term price stimulating event - it is common sense - there is no crime in saying that very likely they had partnership options that were not better than dilutin...
by rccola335
Fri Jun 12, 2020 1:11 pm
Forum: ImetelChat
Topic: By 2:30 AM Eastern time June 12th
Replies: 8
Views: 2035

Re: By 2:30 AM Eastern time June 12th

there is no buyout coming - there is no partner coming - nobody would sell all of those shares if they thought their price was going up in the near future - they are proceeding as if they are doing this alone and there are no price stimulating events on the near horizon
by rccola335
Fri Jun 12, 2020 3:22 am
Forum: ImetelChat
Topic: By 2:30 AM Eastern time June 12th
Replies: 8
Views: 2035

Re: By 2:30 AM Eastern time June 12th

maybe he was worried about the vote and needed to make sure he stayed and secured his position
by rccola335
Sun Jun 07, 2020 4:15 pm
Forum: ImetelChat
Topic: Additional thoughts
Replies: 7
Views: 1008

Re: Additional thoughts

i think we will be approved and it won't be 4-5 years like someone on YMB posted - my concern with the MF phase 2 was always the number of people who stopped because they weren't getting the spleen response - did this taint the study to much to consider AA? - also the Italian study released right be...
by rccola335
Sun Jun 07, 2020 1:11 am
Forum: ImetelChat
Topic: Additional thoughts
Replies: 7
Views: 1008

Re: Additional thoughts

the team is built for approval and they have the cash for approval - i do not seeing them interested in selling until a drug is approved - a partnership is another story Very interesting thing pointed out on Seekingalpha by Gerononeshotongoal - one of the investment Groups that bought just under 10 ...
by rccola335
Sat May 30, 2020 3:48 pm
Forum: ImetelChat
Topic: embargo?
Replies: 1
Views: 614

Re: embargo?

i would think if that was case they would of waited to sell the shares until after the EHA - would be nice tho
by rccola335
Fri May 29, 2020 2:37 am
Forum: ImetelChat
Topic: Re new presentation
Replies: 2
Views: 892

Re: Re new presentation

they are going to need an income stream to fund this - approval of an indication or a partnership
by rccola335
Sat May 23, 2020 8:17 pm
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 1599

Re: Thoughts on this interesting take from YMB:

I agree that plan is a stretch - I would think they would keep their 1/3 ownership going forward
by rccola335
Sat May 23, 2020 4:40 pm
Forum: ImetelChat
Topic: Thoughts on this interesting take from YMB:
Replies: 10
Views: 1599

Re: Thoughts on this interesting take from YMB:

if there is a partner it would make sense for them to buy the shares and become 1/3 owner of Geron in addition to having the rights outside the US - a good deal for them - if you look at the volume since last friday it has been close to 50 million - when our normal is 1.6 mill a day - something is g...
by rccola335
Tue May 19, 2020 3:47 am
Forum: ImetelChat
Topic: YMB Censorship and GERON’s ex-US partner? - Pt 2
Replies: 5
Views: 1380

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

This is from Eisai website - looks like they look to partner with other companies - the last sentence really fits Geron ]From the start, Eisai pioneered "strategic copromotions," or product-focused collaborations without the restrictions of formal joint ventures. Our strategic alliances for Aricept®...
by rccola335
Fri Apr 10, 2020 3:58 pm
Forum: ImetelChat
Topic: If you are looking for the new shareholders letter
Replies: 7
Views: 1425

Re: If you are looking for the new shareholders letter

not in the legal sense - don't take yourself so seriously - life is short
by rccola335
Fri Apr 10, 2020 3:09 am
Forum: ImetelChat
Topic: If you are looking for the new shareholders letter
Replies: 7
Views: 1425

Re: If you are looking for the new shareholders letter

there was no mention of phase 3 for Imbark which they had done before - we are due for a break
by rccola335
Fri Mar 13, 2020 1:53 am
Forum: ImetelChat
Topic: AML - Q4
Replies: 6
Views: 2347

Re: AML - Q4

reading the transcript today - without saying it, they are hoping for AA for Imbark - they are obviously following Janssens plan for AML - with such a short MOS for high risk MDS/ AML, we will know rather quickly if it is effective
by rccola335
Thu Mar 05, 2020 3:17 am
Forum: ImetelChat
Topic: Clinical trials site updates
Replies: 2
Views: 1698

Re: Clinical trials site updates

Geron has 90 days to submit 4th quarter results - will be interesting how far this is pushed out