Search found 20 matches

by rccola335
Fri Mar 13, 2020 1:53 am
Forum: ImetelChat
Topic: AML - Q4
Replies: 6
Views: 1319

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: 1025

Re: Clinical trials site updates

Geron has 90 days to submit 4th quarter results - will be interesting how far this is pushed out
by rccola335
Wed Mar 04, 2020 3:04 am
Forum: ImetelChat
Topic: Clinical trials site updates
Replies: 2
Views: 1025

Re: Clinical trials site updates

Geron still hasn't announced the end of year meeting - usually announced by the end of Feb - maybe they are holding off in the hope/expectation they may have so good news to disclose
by rccola335
Sun Mar 01, 2020 12:55 am
Forum: ImetelChat
Topic: Perspective on the MF field
Replies: 7
Views: 1161

Re: Perspective on the MF field

Scarlett never addressed why JNJ was looking for a pricing manager for imetelstat for AML in addition to MDS and MF - that came out of nowhere - I would like to go to the shareholders meeting to ask him that question - was it a surprise to him or was he aware they were working on something? I am sur...
by rccola335
Sat Feb 29, 2020 5:09 pm
Forum: ImetelChat
Topic: Perspective on the MF field
Replies: 7
Views: 1161

Re: Perspective on the MF field

i think they bailed due to the italian paper on MOS - when it came out there was no chance to refute it or prove it and thus they didn't feel comfortable in committing up to a billion dollars to continue - that killed the deal - the FDA must think there is something here to grant fast track after lo...
by rccola335
Tue Feb 18, 2020 2:56 am
Forum: ImetelChat
Topic: stock options
Replies: 5
Views: 1368

Re: stock options

i do not think he sold all but he did sell a large percentage
by rccola335
Sun Feb 16, 2020 4:20 am
Forum: ImetelChat
Topic: stock options
Replies: 5
Views: 1368

stock options

everyone got their stock options friday - a little later than years before - now they can let the price come up
by rccola335
Sun Feb 02, 2020 10:59 pm
Forum: ImetelChat
Topic: Imetelstat May Become a Blockbuster Drug by Being 2nd?!?
Replies: 1
Views: 974

Re: Imetelstat May Become a Blockbuster Drug by Being 2nd?!?

if Imbark is approved, it is because they believe it is disease modifying - that would make it front line
by rccola335
Mon Jan 20, 2020 4:26 am
Forum: ImetelChat
Topic: New Article
Replies: 0
Views: 2889

New Article

brining this from seeking alpha - posted by Hoosier Investor - published a few days ago
https://www.cancernetwork.com/myeloprol ... lofibrosis
by rccola335
Mon Jan 13, 2020 11:05 pm
Forum: ImetelChat
Topic: New Company presentation
Replies: 1
Views: 1180

Re: New Company presentation

if Imbark is active against MF and not only covering symptoms it should not only be approved for those refractory to Jakafi - should be started with Jakafi or before - you dont wait until someone has one foot in the grave before starting a disease modifying compound I think they are going for AML li...
by rccola335
Mon Dec 23, 2019 4:14 pm
Forum: ImetelChat
Topic: Parsing the obnubulate Scarlett
Replies: 6
Views: 2370

Re: Parsing the obnubulate Scarlett

I agree about not addressing the cause - I always think about the May 4th Ct order and what it was regarding that was so unusual about the CRO plan
-could they go for AA for R/R and
-phase 3 for combo/ single agent study - cant see doing a placebo
by rccola335
Mon Dec 23, 2019 12:50 am
Forum: ImetelChat
Topic: Parsing the obnubulate Scarlett
Replies: 6
Views: 2370

Re: Parsing the obnubulate Scarlett

they aren't going front line because the need is met - they are going after unmet needs because they wants AA and anything less would be a disappointment
by rccola335
Thu Dec 19, 2019 12:20 am
Forum: ImetelChat
Topic: FDA meeting Press Release
Replies: 4
Views: 1591

Re: FDA meeting Press Release

Unmet need
- these patients have no hope - so if there ever was an indication for a phase 4 this would be it - maybe we can catch a break for once
by rccola335
Wed Dec 18, 2019 11:56 pm
Forum: ImetelChat
Topic: FDA meeting Press Release
Replies: 4
Views: 1591

Re: FDA meeting Press Release

i think a phase 3 approval is a no brainer - assumed this once the fast track was designated - was hoping for an early approval - this will decrease the stock price just in time for board members to get their stock options for the year
by rccola335
Wed Dec 18, 2019 3:00 am
Forum: ImetelChat
Topic: Thoughts on the appendix
Replies: 1
Views: 987

Re: Thoughts on the appendix

thanks for the link - hopefully we get some good news - I am expecting approval for a phase 3 but hoping for early approval
by rccola335
Sun Dec 01, 2019 1:04 am
Forum: ImetelChat
Topic: So many blind spots right out in the open…
Replies: 8
Views: 2917

Re: So many blind spots right out in the open…

selling shares at such a low price does not give me the warm and fuzzies but I put a lot of stock in the people who left secure jobs to place their bet on GERN options - I have also been encouraged by this podcast http://www.managingmds.com/con-ed-mds/what’s-new-and-what’s-next-in-the-treatment-of-m...
by rccola335
Sun Nov 24, 2019 3:24 am
Forum: ImetelChat
Topic: ASH 2019
Replies: 3
Views: 1648

Re: ASH 2019

i thought Scarlet said he would not be doing any result updates for the imerge trial
by rccola335
Fri Nov 01, 2019 5:09 pm
Forum: ImetelChat
Topic: Q3 announcement coincides w ASH abstract release
Replies: 5
Views: 1650

Re: Q3 announcement coincides w ASH abstract release

last year - they scheduled the third quarter results the day the ASH abstracts were announced - Nov1st - done at 430pm same day - this year they will issue a statement at 430pm and have a morning premarket meeting to update progress with Geron - they must have something positive to release outside o...
by rccola335
Fri Nov 01, 2019 1:20 am
Forum: ImetelChat
Topic: Q3 announcement coincides w ASH abstract release
Replies: 5
Views: 1650

Re: Q3 announcement coincides w ASH abstract release

the abstracts are posted online at 9am EST Wed Nov 6th - odd they are doing the PC for recent happenings at 8am on thursday and releasing 3rd quarter results wednesday night
by rccola335
Sun Sep 29, 2019 9:26 pm
Forum: ImetelChat
Topic: 57 P3 Site Locations and Counting?
Replies: 8
Views: 3296

Re: 57 P3 Site Locations and Counting?

the phase 2 always said phase 2/3 and nobody could ever explain why - there were 55 patients in the phase 2/3 - 170 +55=225 and I think this was the plan all along to continue those patients from 2/3 into phase 3