ImetelChat

Nice - not many “watershed” moments in science or in life. As he said succinctly, “this is big”. And, as I mentioned for years and you questioned as never hearing, now you hear it directly from an MD - pharmacodynamic identification which correlate with improved patient outcomes. This is also big. T...

For lack of a better word, I find this messages in this thread to be quite loquacious while missing the mark... More to the point: Dr. Rizo and team have stated when the MDS Phase III enrollment is expected to be completed, and this was changed slightly due to COVID and has not changed since. Dr. Ri...

For years, he knocked Geron's preclinical and early stage trials / data, and now that Geron is in late stage trials (2), he touts a preclinical stage hypothesis. Meanwhile, I'll also address the 'lab'. Janssen was the lab for the past 5 years, pumping 100s of millions into Phase II as well as precli...

Someone having a visceral reaction to positive developments and GERN stock scaling up... I for one am pleased with these developments and 2 Phase IIIs in motion. Then again, I’m long and benefiting... can only imagine how it would feel / how I would react if I were short & losing borrowed money: Com...

Compelled to note that, we would know a lot more if we knew the areas of expertise of the half-dozen new hires in the past few weeks...

Ever the optimist, I have a hard time feeling anything but extremely positive about the # of recent additions to the team.

Not that provocative, pre-clinical data has shown that an Imetelstat trial for AML is beyond merited. Limited funds and team resources are clearly holding this trial back. Yes it would be great to have a partner to help Shepherd this, but there is none, yet. Other therapies could be holding the fund...

^ I do like that analogy! Today is a very small microcosm of what I mean about stock appreciation in a Phase III data desert - in this case, the 'news' (more of a factoid) is that big institutions have shown their cards with filings - and the stock moves. I expect many more of these 'non-news' surge...

Completely agree that, while it presents an interesting line of thought, it is just conjecture and highly unlikely at best. Here is what the company states - data from MDS PIII in 2022. And yes they added sites to meet the timing goal, which is good news, as their “Covid update” pointed to potential...

I for one thought the Quarterly Call was quite positive. - Trials expanding sites to hit timing goals, I expect the announced timing will be met or beaten. And I expect both trials will move to NDA and on to approvals, but I digress - Commercialization plans were articulated, I would say that is new...

Agreed BP, not earthmoving (yet), yet more progress.

And Europe moving forward, yes after all these years, is cause for celebration.

Well there it is, Orphan Designation. Seems this was delivered early in the week. Noting that the company announced there scheduled Quarterly call early in the week, moving it way up as compared to the calls in the past couple of quarters. This is a day when we on this board need to “hat tip”, recog...

This is for higher risk MDS.

Geron is revolutionizing lower risk MDS.

This may be the reason for the Takeda rumors - perhaps Takeda wants to dominate the full spectrum of MDS.

I was just about to note that Imet received Orphan Status, for MF, about 5 years ago when BP kindly, and diligently, actually pulled the exact date and provided the facts. This is a great thread, I can’t disagree with a word here. The only thing I can say is - anticipating a breakthrough has been a ...

Thanks for the concise summation, I did not have a chance to tune in live. I especially appreciate the paragraph breaks, a lot easier on the eyes. I think they've confirmed the uniqueness of Imetelstat numerous times, however very few were buying it (all puns intended) - now looks like some heavy hi...

This was explicitly stated in the conference call:

Analyst - “It’s the go big or go home approach”
Dr. Rizo - “Exactly.”

So to your statement, “exactly”

You’re probably right - I just get rubbed wrong by the implication that a partner is coming in because they know that their partnership will drive up the price and allow them to sell. I guess I am feel any partnership would be more altruistic than that. With all that said, these shares could have be...

Because the shares may be going to a partner, but a Biopharma wouldn’t be taking a stake in order to arbitrage the shares (as is the implication) - they would be taking a stake in order to fund and have a stake in Imetelstat. Stick with that, not some conspiracy theory (unfounded w no facts or even ...

It’s conjecture and half-baked at that.

While I understand, I’ll caution you that you’re focusing on the wrong Press Release(s). The two I focus on are the MF Phase III one and the EHA abstracts one. Yes the total shares are essentially doubling, however the value of the company has increased many, many fold with 2 Phase IIIs and the abil...

Agreed on essentially all points.

As the song goes, Dr. Scarlett and team has “given us something to talk about”.

My wild guess is the European partner for Imetelstat will be announced shortly before the conference.