Search found 495 matches

by biopearl123
Mon Jun 08, 2020 6:34 am
Forum: ImetelChat
Topic: Tone and the Power of Forgone Conclusions
Replies: 2
Views: 1587

Re: Tone and the Power of Forgone Conclusions

Lekola, Welcome to the board. We look forward to your contributions and hope one day you can grace us with a celebratory concert! Best Regards, bp
by biopearl123
Mon Jun 08, 2020 6:28 am
Forum: ImetelChat
Topic: Thoughts from the shareholder meeting
Replies: 6
Views: 2908

Re: Thoughts from the shareholder meeting

Hi Cathy, just a gentle reminder that personal comments should be avoided. I encourage all members to be respectful of others and suggest we avoid judging how others might view us but rather stick to posting the things we think are important to the board as we seek to educate ourselves. We are all i...
by biopearl123
Mon Jun 08, 2020 12:09 am
Forum: ImetelChat
Topic: Cathy's questions
Replies: 0
Views: 1495

Cathy's questions

Please see previous post re Cathy's questions. To be fair, regarding value creating events, continuing and completed enrollment in both PIII studies certainly are value creating. The loss of the AML study is not. But unless there is a partner, a positive change in approval status or a buyout, it is ...
by biopearl123
Sun Jun 07, 2020 11:38 pm
Forum: ImetelChat
Topic: Questions for the upcoming shareholders meeting
Replies: 3
Views: 2227

Re: Questions for the upcoming shareholders meeting

Hi sure, I will give you my take. My opinions only, alternative views greatly appreciated and encouraged. When you assumed the helm at Geron you commented that the best time to sell a small biotech was when the company had accumulated good PII data. Since that now appears to have occurred, in conjun...
by biopearl123
Sun Jun 07, 2020 6:55 pm
Forum: ImetelChat
Topic: Additional thoughts
Replies: 7
Views: 2310

Re: Additional thoughts

ruccola, Unless some beacon of reason takes over at the FDA, Dr. Scarlett said (as an estimate--baring complication) to look for approval in early 2024. That's about 4 years from now. I suppose if the MDS study expands and becomes fully enrolled, top line data might be available before mid 2022. In ...
by biopearl123
Sun Jun 07, 2020 8:51 am
Forum: ImetelChat
Topic: Additional thoughts
Replies: 7
Views: 2310

Re: Additional thoughts

Kmall, it is shameful that the FDA overlooked the opportunity to make Imetelstat the RWD test case. Especially with molecular end point data.available also. Especially with hard evidence for fibrosis reversal. Especially with the ethics of having a no treatment control arm at this late stage in the ...
by biopearl123
Sun Jun 07, 2020 12:19 am
Forum: ImetelChat
Topic: Additional thoughts
Replies: 7
Views: 2310

Additional thoughts

Its pretty obvious at this point that: 1. Geron has a unique drug that has been shown to A. prolong life and reverse fibrosis in MF and B. Cause durable transfusion independence in MDS. This seems pretty certain to the extent one can comment on phase two data. The value of two active PIII studies is...
by biopearl123
Sat Jun 06, 2020 11:39 pm
Forum: ImetelChat
Topic: Thoughts from the shareholder meeting
Replies: 6
Views: 2908

Thoughts from the shareholder meeting

1. Confirmation of uniqueness of Imetelstat and minimal competition in the MF and lower risk MDS space. (Constellation Pharma may have drug associated fibrosis reversal but not as yet OS) 2. MDS enrollment and new MF study enrollments delayed by about three months due to COVID. 3. AML is off the tab...
by biopearl123
Fri Jun 05, 2020 7:27 pm
Forum: ImetelChat
Topic: A kind "shout out" from Dr. Scarlett himself
Replies: 3
Views: 1703

A kind "shout out" from Dr. Scarlett himself

I don't know how many board members had a chance to tune into the shareholders meeting. I want to listen to it again once archived and perhaps share some observations. In any case the Imetelchat board received a kind acknowledgment during Dr. Scarlett's introductory remarks. It is gratifying to know...
by biopearl123
Fri Jun 05, 2020 2:30 am
Forum: ImetelChat
Topic: If you want to tune into the shareholders meeting
Replies: 2
Views: 1578

If you want to tune into the shareholders meeting

If you want to access the shareholders meeting tomorrow at 8 AM Pacific Time, you can go to the Geron web site to sign in before the meeting. You will need your 16 digit code that allowed you to vote. It appears they will be taking questions in real time besides those that have been submitted. Ask a...
by biopearl123
Fri Jun 05, 2020 2:26 am
Forum: ImetelChat
Topic: Message to Cathy
Replies: 3
Views: 1367

Re: Message to Cathy

Hi Cathy, welcome and thanks for posting. I agree the FDA is and will be scrutinizing the manufacturing process and this is often a stumbling block to final approval. I think it is inescapable that some major portion of the supply line is linked to Asia, perhaps China. (Kmall is the expert here), I ...
by biopearl123
Thu Jun 04, 2020 6:26 pm
Forum: ImetelChat
Topic: Message to Cathy
Replies: 3
Views: 1367

Message to Cathy

Hi Cathy, I think the questions you posed on YMB are good ones and perhaps some further discussion is warranted. The following is my interpretation only. The points that Dr. Scarlett and Dr. Rizzo made deserve emphasis. I think they are good news indeed but how that news is disseminated and interpre...
by biopearl123
Tue Jun 02, 2020 2:29 am
Forum: ImetelChat
Topic: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size
Replies: 6
Views: 2623

Re: Go Big or Go Home – Pt.3 – Imetelstat’s Potential Market Size

Austin, first off, Semper Fi and thanks for sharing your story. I recall your posting that on SA several months ago. To kmall's timeline. I always wondered if Dr. Rizzo has a non compete clause that prevented immediate employment by Geron so some employment time was spent elsewhere while waiting. It...
by biopearl123
Mon Jun 01, 2020 7:05 pm
Forum: ImetelChat
Topic: Superb
Replies: 1
Views: 1204

Superb

Kmall, you may think you are retired but your recent elegant analysis puts you at risk for recruitment as an analyst by the likes of some Wall Street giant like GS. Thank you for your contributions. Your research looks "clean" to me and despite your denials of a business background I would only say ...
by biopearl123
Sun May 31, 2020 7:59 pm
Forum: ImetelChat
Topic: to Kmall the fine print
Replies: 5
Views: 1853

Re: to Kmall the fine print

Jingle, I am not sure you or Bill are correct. Yes there were older studies (like from the Okarma days) that were not fully reported and the way that data was handled was unsatisfactory as far as I was concerned as a shareholder, but a lot of the solid tumor data, CLL, MM, etc did find their way int...
by biopearl123
Sun May 31, 2020 6:22 pm
Forum: ImetelChat
Topic: to Kmall the fine print
Replies: 5
Views: 1853

Re: to Kmall the fine print

Kmall, thank you for your insights and contributions as always. It would be nice to get some insights into whether the European approval process is linked to the FDA or proceeds independently. Adding more countries and multiple sites, I agree, might make international approval easier. This should be...
by biopearl123
Sun May 31, 2020 1:41 am
Forum: ImetelChat
Topic: to Kmall the fine print
Replies: 5
Views: 1853

to Kmall the fine print

Kmall, I think getting clarity on the point below would be great if you can frame some questions for Dr. S. First off slide 6 of the new presentation makes the following statement: *Data on file--take a look, I could not get it to copy but basically the data on file references the statement that hem...
by biopearl123
Sat May 30, 2020 6:56 pm
Forum: ImetelChat
Topic: Finally some statement about fibrosis reversal
Replies: 2
Views: 1224

Re: Finally some statement about fibrosis reversal

Kmall, from what I have seen of you, you certainly do not need my guidance! Go for it. I look forward to the day when you tell us you are buying a bigger boat...bp
by biopearl123
Sat May 30, 2020 12:55 am
Forum: ImetelChat
Topic: embargo?
Replies: 1
Views: 1057

embargo?

The MDS oral presentation says it it embargoed until the meeting, yet we have access to the abstract. So what is embargoed? I suspect it is the MDS bone marrow data. What if bone marrow is normalizing in the TI patients? We have seen suggestions in the past but this could be the research bombshell G...
by biopearl123
Sat May 30, 2020 12:46 am
Forum: ImetelChat
Topic: Finally some statement about fibrosis reversal
Replies: 2
Views: 1224

Finally some statement about fibrosis reversal

This from one of the upcoming EHA abstracts: "Among 57 pts with available bone marrow data, 19 pts (33%) had ≥1 degree of bone marrow fibrosis improvement while on study and had a significant longer OS than those who had worsening bone marrow fibrosis (HR=0.36, 95% CI 0.13-0.96 p=0.04). A similar tr...