Search found 61 matches
- Sun Dec 23, 2018 1:30 am
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Re: Letter to Dr. Scarlett
Hunt, thank you! I like your revisions to the draft. Can you please add one more item ? One of the most pivotal factor preventing share price appreciation, imo, is the negative assumption investors have been making regarding J&J's decision to dissolve the partnership. if J&J did not walk due to data...
- Sat Dec 22, 2018 8:25 pm
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Re: Letter to Dr. Scarlett
You have my permission.
- Sat Dec 22, 2018 7:49 pm
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Re: Letter to Dr. Scarlett
I will email the letter Monday morning. If anyone cares enough and has time to edit the letter over the weekend for grammar, syntax, clarity etc. that would be great. If you are willing to do so please also incorporate Huntingtonthebluff's feedback.
- Fri Dec 21, 2018 11:00 pm
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Re: Letter to Dr. Scarlett
Thank you for your offer to help. I am not sure the letter is contentious and antagonizing. Based on the feedback I received from YMB with 35 thumbs up I understand good number of investors want answers to these questions. Frankly, I am not holding my breath that Dr. Scarlett will answer this letter...
- Fri Dec 21, 2018 6:01 pm
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Re: Letter to Dr. Scarlett
Thanks for feedback. I am willing to delete the part about his resignation. Can someone help edit this letter? English is my second language.
- Fri Dec 21, 2018 12:48 am
- Forum: ImetelChat
- Topic: Letter to Dr. Scarlett
- Replies: 23
- Views: 17283
Letter to Dr. Scarlett
I drafted the below statement of inquiry to be addressed to Dr. Scarlett. I will ask Jacob, investor relations official, to forward it to Dr. Scarlett. Skilled writers, lease edit the statement before I send it. Also, please incorporate any quantitative facts where appropriate. I believe we should k...
- Fri Dec 14, 2018 1:32 am
- Forum: ImetelChat
- Topic: compassionate use program?
- Replies: 9
- Views: 6649
Re: compassionate use program?
If inclusion of Imet was not an error and Janssen had intended to file, I still blame Geron management. They failed to clarify since then why was the data adequate for janssen to file at that time but not good enough for Geron management to file now but to extend the study for another year. They are...
- Thu Dec 13, 2018 10:41 pm
- Forum: ImetelChat
- Topic: compassionate use program?
- Replies: 9
- Views: 6649
Re: compassionate use program?
Folks tend to place the blame on J&J for inclusion of Imet in the compassionate use list, which had grossly misled investors. Apparently, Janssen had responded ,after the fact inquires about this, as “administrative error”. How could such “administrative error” can be simultaneously repeated to incl...
- Thu Nov 15, 2018 5:52 pm
- Forum: ImetelChat
- Topic: A repost of a message I left on SA please discuss and critique
- Replies: 2
- Views: 3383
Re: A repost of a message I left on SA please discuss and critique
My apologies for diverting focus from the science. No worries though this will be my last post here as I feel criticism of Geron management for the most part is not welcome on this board. Interestingly, even though those who want to focus exclusively on science can't help but interject the disconten...
- Mon Nov 05, 2018 5:07 pm
- Forum: ImetelChat
- Topic: State of the Union, post Storm
- Replies: 4
- Views: 4046
Re: State of the Union, post Storm
The utility of science is as important as the science. What if MOS does not turn out clinically meaningful in R/R context? Imetelstat for MF would be shelved (current design version or indefinitely) with significant sunk costs of time (critical for patients) and money. Patients would be left with in...
- Sun Nov 04, 2018 9:20 pm
- Forum: ImetelChat
- Topic: State of the Union, post Storm
- Replies: 4
- Views: 4046
Re: State of the Union, post Storm
Ryan, Great assessment! I have been enjoying your contribution on Y board. I use "Necmi" on that board. I would like to know your thoughts on the following from another thread in reply to biopearl's message: "Thank you for confirming my suspicion that Tefferi/Mayo pilot trial involved early stage pa...
- Sun Nov 04, 2018 5:44 am
- Forum: ImetelChat
- Topic: Two oral presentations at ASH
- Replies: 7
- Views: 6193
Re: Two oral presentations at ASH
Thank you for confirming my suspicion that Tefferi/Mayo pilot trial involved early stage patients. If Imet provides "disease modifying" spectacular results for the early stage patients, then Janssen trial design focusing on R/R patients was not a good idea by any stretch. The Imet trial for MF shoul...
- Sat Nov 03, 2018 12:55 am
- Forum: ImetelChat
- Topic: Two oral presentations at ASH
- Replies: 7
- Views: 6193
Re: Two oral presentations at ASH
In the previous CC after negative CD, Scarlett said MF trial showed 1 PR and no CR. Please correct me if my memory is defying.
- Fri Nov 02, 2018 8:38 pm
- Forum: ImetelChat
- Topic: Two oral presentations at ASH
- Replies: 7
- Views: 6193
Re: Two oral presentations at ASH
Bioperl, Sdraw, and others, who have more insight than I in this field, please address my questions and concerns below: If the data is compelling for MF, as Scarlett put it, why not set clinically meaningful parameters (based on FDA approved cancer drugs, hitherto, that had met MOS endpoint) and inf...
- Fri Oct 12, 2018 9:15 pm
- Forum: ImetelChat
- Topic: A possible combo with Immunotherapy for cancer drug and Imet
- Replies: 0
- Views: 2586
A possible combo with Immunotherapy for cancer drug and Imet
I would like to hear from scientists/knowledable members on the board regarding the possibility of a combo treatment of Imet and an appropriate cancer immunotherapy drug. It is reasonable to expect that the very sick patients in MF and MDS trials have a significantly impaired immune function. Logica...
- Thu Oct 11, 2018 9:30 pm
- Forum: ImetelChat
- Topic: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
- Replies: 11
- Views: 7555
Re: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
Read the last CC on that black Thursday. Scarlett discussed the pre-mature ( mature data being submitted to ASH and under embargo) data regarding both MF and MDS trials. I would love to know if I misunderstood some of the contents of his presentation regarding the trials. Also read biopearls last po...
- Thu Oct 11, 2018 6:14 pm
- Forum: ImetelChat
- Topic: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
- Replies: 11
- Views: 7555
Re: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
Fair enough. Then why so many people are waiting for ASH results and hoping the data improves at ASH? If data is excellent as it is than how can we explain the current share price? Smart money has expert advice and I am sure they are looking at the data. Especially in MF one partial remission and no...
- Wed Oct 10, 2018 6:27 pm
- Forum: ImetelChat
- Topic: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
- Replies: 11
- Views: 7555
Re: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
I am curious why is there even a chance for stellar data in ASH when in the last CC there was a mention of no CR one PR , vague MOS in MF and just "encouraging" data in MDS to start P3? Scarlett knew the mature data when he presented it in the last CC, and if the data was stellar he could have said ...
- Tue Oct 09, 2018 11:26 pm
- Forum: ImetelChat
- Topic: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
- Replies: 11
- Views: 7555
Re: Why does Janssen need 12 months to transition the data to Geron & 9 months to start a P3 in MDS?
Thank you for your post! I have played the same questions in my head as I am sure many other investors as well. It is such an irony that FDA grants fast track yet it takes a year for the transfer process to start Phase III. If there are legitimate reasons we have the right to know. Management should...
- Tue Oct 09, 2018 12:27 pm
- Forum: ImetelChat
- Topic: What do we know for sure at this point? And what can we speculate?
- Replies: 7
- Views: 5830
Re: What do we know for sure at this point? And what can we speculate?
Another depressing Seeking Alpha piece. Your thoughts? Geron's Biggest Problem Still Lies Ahead Oct. 9, 2018 12:03 AM•GERN Summary Recently, Geron announced Janssen's intention to discontinue its partnership in the development of Geron's lead asset, Imetelstat. In the same press release, Geron relea...