Search found 107 matches
- Sat Feb 25, 2017 7:36 pm
- Forum: ImetelChat
- Topic: Tefferi's patent 14 May 2015
- Replies: 17
- Views: 7432
Re: Tefferi's patent 14 May 2015
This appears to be the same patent, correct? http://www.freshpatents.com/-dt20170223 ... 051287.php In any case this patent in some respects presents an overview of the entire imetelstat program. The information contained therein in my opinion is encouraging.
- Thu Feb 09, 2017 7:56 pm
- Forum: ImetelChat
- Topic: Why the AML trial didn't start in 2016
- Replies: 9
- Views: 4292
Re: Why the AML trial didn't start in 2016
This video is linked on the YMB. https://www.youtube.com/watch?v=Es_gS0XKV3w It was was published in Sept. 2015 so it is somewhat dated and you may have already viewed it. Nonetheless, the information presented in this video and others like it is the primary reason I continue to hold GERN. What othe...
- Fri Feb 03, 2017 7:13 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
BP, Ha! Very good, bp! You raise the interesting possibility that Scarlett has engaged in a fake tell in order to keep players sitting at the table: “When a player fakes a tell, he is deliberately displaying it to get the attention of the observant opponents who are looking for tells. Fake tells are...
- Thu Feb 02, 2017 7:03 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
I have been thinking again about Scarlett’s statement during the Q3 CC that they plan to make a “regulatory submission” at the end of the second quarter, 2017. I find that statement intriguing. It seems fairly obvious Scarlett would not make this public announcement unless he already has data that w...
- Thu Jan 19, 2017 4:14 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
biotech-bs,
That is an interesting speculation. It did not occur to me that Scarlett might be referring to the EMA.
That is an interesting speculation. It did not occur to me that Scarlett might be referring to the EMA.
- Wed Jan 18, 2017 6:07 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
Fisher and biotech-bs,
I agree w/ your observations. There would be no point in sharing this data w/ the FDA if all it contained was negative information. I see this planned submission as a positive development.
I agree w/ your observations. There would be no point in sharing this data w/ the FDA if all it contained was negative information. I see this planned submission as a positive development.
- Mon Jan 16, 2017 9:16 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
BP, I just listened again to part of this presentation: Title Q3 2016 Geron Earnings Conference Call Date and Time Thursday, November 3, 2016 1:30 p.m. PT Scarlett states at least twice in this conference call that GERN/Janssen intend to submit data to the FDA at the end of the 2nd quarter, 2017. He...
- Mon Jan 16, 2017 6:52 pm
- Forum: ImetelChat
- Topic: Why I think April is a possibility
- Replies: 25
- Views: 11419
Re: Why I think April is a possibility
BP, GERN states that it will supply to the FDA all of the clinical data it has at the end of Q2, 2017. I am in the habit of asking simple (simplistic, simple-minded?) questions on this board so I will ask another: What is the purpose of this submission? What does GERN wish the FDA to do w/ this info...
- Fri Jan 13, 2017 9:05 pm
- Forum: ImetelChat
- Topic: luspatercept/Acceleron/Medalist
- Replies: 8
- Views: 5658
Re: luspatercept/Acceleron/Medalist
This is what IMET is up against in the present MF trial: “The long-term outcome of ruxolitinib therapy in MF was recently reported and disclosed a very high treatment discontinuation rate (92% after a median time of 9.2 months) and the occurrence of severe withdrawal symptoms during ruxolitinib trea...
- Mon Jan 09, 2017 8:23 pm
- Forum: ImetelChat
- Topic: Reading tea leaves and errors of omission
- Replies: 13
- Views: 6668
Re: Reading tea leaves and errors of omission
I mean not to belabor the point, but suppose an ideal MF trial of IMET involved intermediate or high risk MF patients not previously treated with a JAK inhibitor…so this would involve a direct comparison between IMET and Jakafi. How are you going to find such patients since so many of them are alrea...
- Mon Jan 09, 2017 5:53 pm
- Forum: ImetelChat
- Topic: Reading tea leaves and errors of omission
- Replies: 13
- Views: 6668
Re: Reading tea leaves and errors of omission
I’m wondering if there was not another practical reason for the structure of the present GERN/Janssen MF trial: lack of patients who have not been previously treated with Jakafi (ruxolitinib). As observed in this dated article concerning momelotinib: “Gilead has acted in all speed, rapidly opening P...
- Fri Dec 30, 2016 9:09 pm
- Forum: ImetelChat
- Topic: Reading tea leaves and errors of omission
- Replies: 13
- Views: 6668
Re: Reading tea leaves and errors of omission
Here’s the corollary to my previous question: How many MF patients in the present trial have to respond positively to IMET in order for JNJ to wish to continue the present partnership w/ GERN and bring the drug to the market? What magical number makes this enterprise worthwhile and profitable to JNJ...
- Fri Dec 30, 2016 6:46 pm
- Forum: ImetelChat
- Topic: Reading tea leaves and errors of omission
- Replies: 13
- Views: 6668
Re: Reading tea leaves and errors of omission
I’m not quite sure how to intelligently ask this question. (When one asks very basic questions it’s easy to appear idiotic.) Whatever. Here's my question: Is it easier to gain approval from the FDA w/ regard to a new drug without which patients face a future with no treatment options and a very shor...
- Tue Dec 20, 2016 3:37 pm
- Forum: ImetelChat
- Topic: Questions I continue to have
- Replies: 12
- Views: 5630
Re: Questions I continue to have
BP, I understand what you are saying. You (and it would appear many other investors) have been in this stock a long time. I am relatively new to the stock. Another four months (give or take) and we will hopefully have some answers. I am somewhat concerned that GERN/JNJ may have set the bar too high ...
- Mon Dec 19, 2016 11:00 pm
- Forum: ImetelChat
- Topic: Questions I continue to have
- Replies: 12
- Views: 5630
Re: Questions I continue to have
Words I attempt to keep in mind while waiting for hard data from GERN:
"Throughout all my years of investing, I've found that the big money was never made in the buying or the selling. The big money was made in the waiting."
- Jesse Livermore
"Throughout all my years of investing, I've found that the big money was never made in the buying or the selling. The big money was made in the waiting."
- Jesse Livermore
- Tue Nov 22, 2016 12:12 am
- Forum: ImetelChat
- Topic: Competitive threats to imetelstat
- Replies: 6
- Views: 4777
Re: Competitive threats to imetelstat
Fisher, Your response is appreciated. Your post is in accord with my own understanding of the competitive landscape. These continuing delays w/ regard to imetelstat are hard to take. Like any investor I wish to see a return on my investment and the sooner the better. I also wish to see this drug ava...
- Mon Nov 21, 2016 6:51 pm
- Forum: ImetelChat
- Topic: Competitive threats to imetelstat
- Replies: 6
- Views: 4777
Competitive threats to imetelstat
Here comes another of my exceedingly simple questions. We are now aware that momelotinib performed poorly in clinical trials. https://endpts.com/gilead-racks-up-another-rd-setback-as-myelofibrosis-drug-flounders-in-phiii/ so my question is: what is the main competitive threat to imetelstat? Is there...
- Sat Oct 29, 2016 9:38 pm
- Forum: ImetelChat
- Topic: MDS study updated
- Replies: 5
- Views: 3783
Re: MDS study updated
BP, I appreciate your post. There seems to be a fair amount of pessimism at the moment on the SA board about GERN. Based on what? The drop in the share price? Why should I be concerned about the day to day or week to week share price of this company? Of what relevance is that to me as long as the ba...
- Mon Oct 10, 2016 7:53 pm
- Forum: ImetelChat
- Topic: Geron patents
- Replies: 22
- Views: 13102
Re: Geron patents
BP,
One of these days, as GERN draws closer to approval, we are going to have a serious discussion about what this stock is worth and what a reasonable takeover price would be. I believe that will happen and I believe that will be a very interesting discussion.
One of these days, as GERN draws closer to approval, we are going to have a serious discussion about what this stock is worth and what a reasonable takeover price would be. I believe that will happen and I believe that will be a very interesting discussion.
- Sat Sep 17, 2016 7:25 pm
- Forum: ImetelChat
- Topic: The MDS market
- Replies: 7
- Views: 3844
Re: The MDS market
BP,
In fact, we’re all wrong. Imet is actually an extremely effective cure for Alzheimer’s disease but the market has yet to realize it since GERN is keeping it a secret.
In fact, we’re all wrong. Imet is actually an extremely effective cure for Alzheimer’s disease but the market has yet to realize it since GERN is keeping it a secret.