ImetelChat

To get there there is an awful lot of cash needed to fund all the trials and commercialization. I doubt even the doubling of the shares will give them enough cash to do it all. Which leaves the specter of more dilution and reverse splits in the next 18 months. But now the results are out and it's a ...

One of the articles mentioned it was a leak from an EHA Submission. If one of the papers has leaked then maybe it's several?

Pondering the share price over the next few months and had a look at when the vote on the dilution is. 31 May. Rather to close to when the NDA could be announced. I find it very hard to read anything positive into this timing, apart from the possibility that this is a poison pill. In terms of the hi...

I know this is a long shot. But have people experienced this sort of situation before? Geron is my first dip into trading, which has basically ignored the rule book over the last 4 years. By exact situation, I do mean mirroring quite closely. The management is obviously quite linked to the market ma...

Very well put Kmall. I have been worrying about dilution since they removed partnering from the slide deck. Scarlet wants to go it alone and needs a lot more money to do it. There is no way he can do that now without massive dilution. Scarlet has shown previously a willingness to dilute in an underh...

I'm still desperately trying to read something into the open options of geron over the last 5 years. It seems to be rather a dark art to research as more often than not you seem to be guessing at the meaning of lack of interest. Hence posting here, this isn't a pumping or bashing post, just wonderin...

Thanks for your post Bridge to Sell, very informative. Some of us will have to dive in and do some research as you suggest, so we can temper our expectations for January (While of course hoping for the PCYC outcome). I don't think any of us are happy with the idea of waiting another 2+ years for the...

Late-night pondering of the timeline of the next 7 months made me realize I had made some assumptions, which generally leads to failure. Can you of you far more experienced people in this field correct me? In reporting the results, are they first submitted to the FDA, and once a decision has been ma...

Just for clarity - "Ongoing phase 3 are fully confirming the earlier trails"

As far as I am aware there is no public evidence for this statement? It may be, hopefully, a safe assumption, but if you could back this up it would be appreciated.

1 person leaving before the there shares vest doesn't make much of a data set. Now, if 5 people jump ship in the next month or 2, then we will no doubt speculate wildly.

Thanks for providing that, much appreciated. Possibly still 83,000,000 shares outstanding, ready to be sold whenever they see fit. I think this is the main reason the share price is still suppressed, after all the conferences and investor event. Dilution is expected in companies like this, but this ...

Ryan, since the last dilution was announced and the share price dived last year, what evidence has been seen that those shares have actually been sold?

Can you link to any proof that they have been selling?

The ATM has been worrying me as well, but I was assuming it was a poison pill to deter a buyout.

The UK government is desperate for anything that can be hailed as a brexit benefit. If they could promote health tourism so that people have to come to the UK for treatment that isn't available elsewhere, they will be all over it. If imetelstat has any chance of rapid approval it will be here. So wh...

Fantastic work!

Linkedin updates are serious things these days

Listening to the conference call today, the negative from a share price point of view is that they intend to run the full length of the P3 with no early results. So unless there is a buyout or partner, etc I'm assuming you can use your money elsewhere until 2024. I'm sure there were many positives f...

There hasn't been much discussion of the last 2 CC's, I assume because there was no new data. However, the Stage-Gated Commercial Enterprise Build page did get updated from the Aug presentation. The EU commercialization Strategy Finalized was changed from Q2&3 in 2022 to starting at the end of 21 an...

"Information or defenestration!"
Love it. May have to steal it for a placard as well.

Options, Options, Options. In all the previous events over the last 4 years, we have had a large number of options open. As usual, the majority of these end up being disappointments and expire out of the money. I'm in the UK and don't trade these, all I've done is try and use them as a very murky cr...

Hi All Listened to the CC and came away feeling very positive about it all. However its always worth trying to be critical of it as well. No mention of the continued stock price attack, or the incredible volume a few months ago, promises of more conferences which will have no new data in them. Risks...