ImetelChat

January presentation is impressive to me:

https://s201.q4cdn.com/710325604/files/ ... 1-7-24.pdf

Go play some Tom Petty. “The waaaaaaaa—aaaitin is the hardest part.”

My take on your question about Dr. Steensma's intent, which of course is an uneducated guess: I think High Risk and Low Risk MDS are just different diseases. You know that, and I think in that is the reason. This expert is focusing on the High Risk designation, and is not considering imet yet withou...

Click the link to see the reaction from Dr. Steensma. (Don’t need to login to see…) https://twitter.com/DavidSteensma/status/1752682957171474463 “Discouraging news today: #MDSsm sabatolimab+azacitidine STIMULUS-MDS2 trial was negative (no OS benefit vs aza alone.) It has been so long since there was...

At least it’s on that Thursday and not Friday…

Beware of the Ides of March.

Onwards…

6 Papers from Dana-Farber Cancer Institute retracted. Altered images fooled peer reviewers, just shocking. Correction: I can’t confirm that these retracted papers were CAR-T Seems as if fabricating medical research has become an epidemic: https://www.science.org/content/article/whistleblowers-flagge...

Definitely some interesting points here.

It’s only a matter of time at this point… 5 months maximum at this point. Unbearable but still a finite amount that we can count on one hand.

There is little doubt that this is a true testimonial from a real patient… given the details supplied about treatments before Imetelstat in particular. And I wouldn’t see this as surprising either, the data we have all seen has shown this type of improvement. It is great to see a real story and live...

I wonder if the FDA pays attention to the ICER findings. I wouldn’t know but I wouldn’t think so. I believe such an independent panel could influence Insurance companies and regulators for the points BP referenced. It is interesting that there is an open call for input into late January. I’d be int...

From their website: “ICER provides an independent source of evidence review—free from financial conflicts of interest—to address these fundamental questions. By doing so, we help patients today and in the future by catalyzing a movement toward fair pricing, fair access, and future innovation across ...

ICER to Evaluate Geron’s Imetelsta for the Treatment of MDS https://www.navlindaily.com/article/20031/icer-to-evaluate-geron-s-imetelsta-for-the-treatment-of-mds Imetelstat for Anemia in Myelodysplastic Syndrome Draft Background and Scope January 3, 2024 https://icer.org/wp-content/uploads/2024/01/M...

Geron has recently added a Sr. Director/Legal Counsel who started her career with the FDA. Perhaps this helps with the MA lock? -Kmall Nice piece of info and I align with the call. However, I have little doubt that while we wait for marketing authorization, and perhaps even as Revenue begins, our ‘...

For Imetelstat, I think we are in a great place. 5 month countdown is on (if that) and the chance of marketing authorization does seem a lock. The data though.

For GERN stock, given Week #1, expect max pain this year, IMO.

All good thoughts. My guess is the vast majority of individuals on this board are gassed, but the announcements in Q1 and definitely Q2 should catalyze a reinvigorated group. I still think the standard review, really the only “bad” news of the year for the drug, is to review what is a new class of d...

And no announcement for Imet 2.0 ( I would suspect that is coming in the first half of January)…

But of course one more round of Inducement Grants to end up the year! Can’t believe I didn’t reference Inducements as another main theme for the year.

Build that team, I’m not mad at ya.

As I look at the stock price, and realize that for the year the pps is going to be just about where it was on December 31, 2022, I realize what a crazy year it’s been for Geron. (Hence the Grateful Dead lyric.) Remember that it was in the first week of January that the MDS Phase III initial results ...

Another video, posted on Yahoo! this morning:

https://m.youtube.com/watch?si=EYbTtt-Q ... e=youtu.be

https://ir.geron.com/investors/press-releases/press-release-details/2023/Geron-Announces-IMerge-Phase-3-Presentations-at-ASH-Highlighting-Significant-Durability-of-Transfusion-Independence-and-Breadth-of-Effect-Across-MDS-Subgroups-with-Imetelstat-in-Lower-Risk-MDS/default.aspx “As we continue to se...

Plenary session during the ASH conference. Has no relevance to FDA decision on marketing authorization.