Search found 75 matches
- Fri Apr 21, 2023 7:31 am
- Forum: ImetelChat
- Topic: TAM of 7 billion in the US and Europe
- Replies: 3
- Views: 2440
Re: TAM of 7 billion in the US and Europe
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 ...
- Thu Apr 20, 2023 8:07 am
- Forum: ImetelChat
- Topic: “Leaked data”
- Replies: 6
- Views: 2782
Re: “Leaked data”
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?
- Tue Apr 11, 2023 4:24 pm
- Forum: ImetelChat
- Topic: increase shares proposal
- Replies: 28
- Views: 10468
Re: increase shares proposal
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...
- Wed Jan 18, 2023 10:47 pm
- Forum: ImetelChat
- Topic: What will they wait for?
- Replies: 3
- Views: 1960
Re: What will they wait for?
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...
- Mon Dec 19, 2022 9:03 am
- Forum: ImetelChat
- Topic: Everyone is a little edgy
- Replies: 20
- Views: 11176
Re: Everyone is a little edgy
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...
- Mon Aug 29, 2022 10:14 pm
- Forum: ImetelChat
- Topic: Options over the next 6 months. Murky crystal ball at best.
- Replies: 0
- Views: 2167
Options over the next 6 months. Murky crystal ball at best.
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...
- Fri Jun 03, 2022 10:31 pm
- Forum: ImetelChat
- Topic: An Analysis of the Effect of Positive Phase 3 Readout.
- Replies: 12
- Views: 3100
Re: An Analysis of the Effect of Positive Phase 3 Readout.
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...
- Thu Jun 02, 2022 9:37 am
- Forum: ImetelChat
- Topic: Time line question
- Replies: 1
- Views: 1150
Time line question
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...
- Thu May 19, 2022 11:36 am
- Forum: ImetelChat
- Topic: There are many ways to think about partnering
- Replies: 177
- Views: 369292
Re: There are many ways to think about partnering
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.
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.
- Mon May 16, 2022 12:12 am
- Forum: ImetelChat
- Topic: Another Regulatory Affairs Specialist......this time US based.
- Replies: 9
- Views: 2891
Re: Another Regulatory Affairs Specialist......this time US based.
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.
- Tue Jan 18, 2022 7:53 am
- Forum: ImetelChat
- Topic: The ATM Beast of Baluchistan in the room
- Replies: 10
- Views: 3685
Re: The ATM Beast of Baluchistan in the room
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 ...
- Mon Jan 17, 2022 12:34 pm
- Forum: ImetelChat
- Topic: The ATM Beast of Baluchistan in the room
- Replies: 10
- Views: 3685
Re: The ATM Beast of Baluchistan in the room
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?
- Fri Jan 14, 2022 11:00 am
- Forum: ImetelChat
- Topic: The ATM Beast of Baluchistan in the room
- Replies: 10
- Views: 3685
Re: The ATM Beast of Baluchistan in the room
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 ATM has been worrying me as well, but I was assuming it was a poison pill to deter a buyout.
- Tue Oct 26, 2021 8:36 am
- Forum: ImetelChat
- Topic: Thank you Brexit
- Replies: 4
- Views: 1736
Re: Thank you Brexit
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...
- Mon Oct 04, 2021 9:26 am
- Forum: ImetelChat
- Topic: While we're waiting......you're hired !!! Pt 3
- Replies: 8
- Views: 2355
Re: While we're waiting......you're hired !!! Pt 3
Fantastic work!
Linkedin updates are serious things these days
Linkedin updates are serious things these days
- Thu Sep 30, 2021 10:23 pm
- Forum: ImetelChat
- Topic: Someone know something? Jan 2024 Call Options
- Replies: 3
- Views: 1447
Re: Someone know something? Jan 2024 Call Options
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...
- Thu Sep 16, 2021 7:13 am
- Forum: ImetelChat
- Topic: Sept 21 Conference calls
- Replies: 2
- Views: 1392
Sept 21 Conference calls
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...
- Tue Aug 31, 2021 8:18 am
- Forum: ImetelChat
- Topic: And another window into November opens…
- Replies: 4
- Views: 1798
Re: And another window into November opens…
"Information or defenestration!"
Love it. May have to steal it for a placard as well.
Love it. May have to steal it for a placard as well.
- Mon Aug 23, 2021 10:35 pm
- Forum: ImetelChat
- Topic: Today's Conference call
- Replies: 6
- Views: 2882
Open Option interest
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...
- Wed Aug 18, 2021 10:54 am
- Forum: ImetelChat
- Topic: Today's Conference call
- Replies: 6
- Views: 2882
Re: Today's Conference call
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...