Search found 61 matches

by karagozoglu12345
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...
by karagozoglu12345
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.
by karagozoglu12345
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.
by karagozoglu12345
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...
by karagozoglu12345
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.
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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.
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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...
by karagozoglu12345
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 ...
by karagozoglu12345
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...
by karagozoglu12345
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...