ImetelChat

Thanks Fisher! The information provided in your reply is very helpful. So GERN has two shots on goal: one directed at high risk MF and the other MDS. It appears to me if Imet receives approval (and I still have no good reason to believe it will not) it may first be for MDS. But of course that is onl...

This is what I don’t understand: Sep 2, 2016 Incyte’s 2Q16 revenues “As we’ve already seen, Incyte (INCY) reported revenues of $246.3 million in its 2Q16 results. This converts to a 51% revenue growth in 2Q16 compared to $163 million in 2Q15. There’s increasing demand for Incyte’s Jakafi, the only F...

GERN stated in its recent announcement: “Janssen has conducted an initial internal review of efficacy, safety and pharmacokinetic data from a subset of patients from Part 1 of IMergeTM and this review indicated that emerging safety and efficacy in IMergeTM is consistent with data reported from the p...

BP,

Thanks for your excellent reply to my post. Your post was very informative. Note to Irish: your posts are most appreciated.

An interesting post from the YMB. Are the observations made in this post valid? Are the below claims more or less correct? "In melancholy tone, CEO Scarlett stated that, "In the 9.4 mg/kg dosing arm, even though at the week 12 data assessment an insufficient number of patients met the protocol defin...

BP,

Thanks for your reply. I understand what you are saying and I agree with your conclusion.

BP,

I'm not entirely sure I understand the following sentence. When time permits could you clarify? Thanks:

"Unless a malicious type substituted path slides something amazing really happened."

bp, It seems more likely than not to me that the sponsor of GERN’s clinical trials informed Irish not to disclose any further information about the ongoing results of these trials and specifically, the progress of her husband w/ regard to his participation in these trials. It is my understanding tha...

bp,

Thanks for your reply. Your post included lots of useful information! You appear to have a very good understanding of GERN and of biotech in general.

bp and others, I am confused about what type of information may be shared by GERN at ASCO concerning the results of the on-going clinical trials. Is the below information correct or incorrect? This is taken from the YMB and is a recent post. Is Hoosier correct? "Check this out by Hoosier Investor on...

Scott,

Thanks for your reply. I also believe a buy-out is the most likely outcome based upon the above observations of cabeman.

Sdrawkcabeman on the YMB has recently run a series of post as to why he believes a buy-out from JNJ is the most likely outcome for GERN. He notes: “What I see as pushing it off the fence towards a B/O is the board's posture. Look at the preparations they've made. From staff reduction, to lab closure...

Fisher, Thanks. That's the kind of rough estimates I was looking for. From the first article I previously linked: "Jakafi revenues increased to $601 million in 2015 as compared to $355 million in 2014 due to the increase in volume as well as the price of Jakafi in the US. Jakafi revenues are further...

It’s interesting to compare GERN (Imetelstat) to Incyte (Jakafi). I realize this comparison is way premature, problematic and inexact. Nonetheless this comparison may give us some idea of what the potential market is for Imetelstat. That is the only reason I make this comparison; to obtain some idea...

Fisher and bp,

Thanks to you both for your excellent response to my post. The quality of the information on this board in my opinion far exceeds that of the YMB so I am pleased that Fisher has established this board.

I have concluded that my role on this board is to ask EDQ's (exceedingly dumb questions.) Here’s my question: There is, has been, lots of talk on the YMB about an eventually buy-out of GERN; discussion of bidding wars, offers from companies other than JNJ, etc. Most of this talk to me is simply hype...

Fisher, Just to be clear I stand by my prior evaluation of GERN. I have assembled a thick research file on this stock. I performed all of the research contained in that file before I purchased my first share of GERN. That research has lead me to believe that imetelstat has a high probability of bein...

bioperal, That was a very good post. Due to your post I now have a better understanding of why the present price of GERN appears low. Here's another mystery (sorry, that was an attempt at humor) given all of the reasons you listed why have you held this stock for 15 years? I mean you have given an e...

Fisher, I am receiving the definite impression that you are not terribly fond of my posts. There is apparently some sort of format I am supposed to follow on this board dictated by you that is unknown to me. I am simply attempting to state, Fisher, that given the potential of this drug and what we p...

One of the largest mysteries about GERN is its current price. Given everything we have learned about imetelstat to date and given the fact that the drug has an excellent chance of approval; given GERN has a very capable partner and that imetelstat appears to be a first in class platform drug the pre...