ImetelChat

Smuggle: The compensation issue is an important consideration. Hunt: I chose to respond to your reaction mainly because of my ( perhaps naïve) hope that someone from Geron management will possibly read the present discourse and see an opportunity to saw the seeds for diverse input in the decision ma...

Cheng-ho: Unfortunately, competition issues and conservative stance by management (i.e., no emphasis on combos, leaving MF to be decided upon despite claims it prolongs life significantly, no long-term vision for Imetelstat, other?) has been depressing share price in the lower end of the penny stock...

Greetings Kmall, Keep up the great work! Thank you very much.

I agree about the pivotal importance of combo therapies for Geron’s success. Sadly, Geron management does not appear to be keen on such opportunity. I reread the transcript of the last CC to see if I missed anything of import. I was hard pressed to find any emphasis of a vision, well articulated mis...

Respectfully, may I ask your opinion why would there be a chance of approval when in fact Phase 3 in MF is not even certain and remain to be decided.

Cheng_ho: I couldn't agree with you more. Whenevr I raise the point that Tefferi/Mayo study and its patient population should have been replicated, folks seem to brush it off. Some say focus on the sickest of the patients was justified because there is no competition in that group. I believe there i...

Argx drug targets high risk MDS whereas Imet targets intermediate-1 or low risk patient groups. However, phenomonal success of their drug in AML may be a significant threat to Geron's future attempt to widen the scope of treatment space to include AML.

Anyone read "Good to Great" by James Collins et.al. ? In an emprical study they have identified characteristics of a great CEO , Level Five Leader they call it. Geron is facing significant challenges and to rise above these requires very competent and aggressive leadership who does not follow a poli...

What disaster? If your cost basis was near cash value then you wouldn't loose a cent on paper. There are many of us who had been mislead by Janssen before CD with cost basis over 5$. Yes, so far it has been a disaster for me. I hope tide will turn this year. I agree that bonuses are most likely nego...

Compensation levels seem to be high for a stock that has been trading near its cash value. I understand that getting talent on board is a costly endevour. But, I would think there has to be some way to tie compensation to results. I wonder what was the rationale for Dr. Scarlett's bonus ( 280,000$) ...

Biopearl, If we feel a need to write to Dr. Scarlett and the board in the future, it might be worthwhile to state our quantified aggregate stakes. At the present, I feel we are limited to exercise patience and allow time for complex challenges to unravel. The share price signals doom and gloom about...

I think we longs tend to have thoughts that often reflect confirmation bias. Perhaps, there is value in playing devils advocate from time to time to put issues in a balanced and realistic perspective. Considering all of the facts that we know this far, I tend to think best we can hope in MF story is...

Biopearl: I did not know that 7 patients remaining on the trial. As you said if the drug prolongs life significantly why has many patients dropped out? Is it possible that symptoms of the illness (that Imet does not treat well) were unberable as the reason for dropping out? Did the patients use anot...

To follow recommendation by Huntingonthebluffs, this thread is dedicated to discuss and compile important ideas, questions/concerns, and recommendations that could be forwarded to Dr. Scarlett and the board via the Geron IR. I believe, to be impactful, we need to focus on issues that comprise value ...

Biopearl: Thank you for spelling out the likely outcomes which will make it a great year for us longs, as well as patients. These astute predictions imply a good bit of news flow in the course of the year toward increasingly higher share price as well. My take is JS is more inclined to sell the comp...

Received the below response today: Dear Errol, I realized that some additional context might be helpful regarding Geron’s policies and procedures related to corporate governance and investor relations as well as a proactive response to your questions. As you may know, Geron has more than 60,000 stoc...

Bp, I agree with your assesment and share the same concerns you have pointed out. Email flow re: letter to Scarlett and the Board of Directors: Hello, Thank you for your interest in Geron your feedback is appreciated. Your letter will be forwarded to the board, however, please note that it is not po...

I believe the use of control arm in the trial is going to work to our favor in talks with FDA.
Please see: ncbi.nlm.nih.gov

Bp, I did not know about the listing you mentioned at the time I drafted the letter. I think we have delved into the heart of those misleading actions via the compassionate use list and "job posting" in the letter. I am not holding my breath about receiving fact of the matter response from Dr. Scarl...

Here is the final draft which includes invaluable contributions by Huntingtonthebluffs and Biopearl. Hi Jacob, I would like to kindly ask you to forward the below letter to Dr. Scarlett and to the Board of Directors on behalf of I and a group of shareholders. Thank you! Errol Kara Dear Dr. Scarlett ...