ImetelChat

So the advisory board reviewed unblinded data and recommended continuation = seems to be working Geron reviewed blinded data and people are living longer than expected so the interim analysis is extended - is this due to people on imetelstat living longer than expected or both groups living longer -...

TD Cowen initiated a buy with a 10 dollar price target

https://x.com/madanatyazan/status/17817 ... CXgoldHN1Q

Looked upon favorably

watching the webcast today I feel even more strongly that they are trying to hold off as long as possible on a european partner - I feel they are hoping to sell without the complication of having a european partner - the interim analysis for MF will be the first half of 2025 as will the expectation ...

I emailed the facility in Australia (QIMR Berghofer) who twice has said that the Impress trial was impressive - I asked how many patients they treated with imetelstat who had AML - they didn't respond - I thought it was worth a chance - they did give me a top fan badge on facebook whatever that means

https://www.youtube.com/watch?v=YypxxWWQqgE near the 19:50 mark

Since the increase after ADCOM the price has been more stable than I can ever recall - did the shorts cover and are waiting for the approval / partnership announcement which could come before June 16 (I expect early/ middle may) Watching Chip’s interview I am expecting a sale by the end of the year ...

the last thing he said was eyebrow raising "i think that is going to pay off in the next few months"

Nothing new but doesn’t hurt to be in the news - maybe approved before EHA? in early April this year so that would be a no
https://x.com/ashclinicalnews/status/17 ... CXgoldHN1Q

Since one of their study centers has been going public with this info I sent a letter to Geron to see if they will comment on it. I asked if they could tell us how many people have been treated there. Doesn’t hurt to ask

I believe they dosed the first patient on 6/5/23 - and we remember the video of the lady in October who felt so great - and now they use the term “game changer “ there are 12 centers in the study and it looks like the plan is for 46 participants - this is from Dr Lanes center - they have data with t...