ImetelChat

I bet you $1.00 the April/May miracle makes you change your mind.

Well you can’t deny that she has experience and maybe learned some hard lessons from it.

Ryan, perhaps you would like to lead the discussion as to how a poison pill might work as it pertains to Geron and how that might protect share holder value. If this is part of a poison pill strategy, Geron must be concerned about a potential hostile takeover.

HI, was waiting for your take on this. Either they think someone is going to want a whole of shares e.g. a partner or couldn’t this be a poison pill strategy to prevent a hostile take over? Admittedly my understanding of this is limited and an expanded discussion of what they could possibly be think...

I nominate Dr. Samuel Hahnemann to the board.

Aron usually does respond. She just got back from maternity leave and no doubt has a backlog. She also reads this board. Probably worth trying again now that she is back.

Kmall, old friend. You would bet against yourself??? You force me to quote the Bard: Our doubts are traitors, and make us lose the good we oft might win, by fearing to attempt. All that money for consultants. Who are those guys anyway? They are to be sure former FDA types who are now in private prac...

My money’s on Kmall. I guarantee you he has done more extensive research than anyone.

If the editors at the NEJM are convinced that there is unprecedented TI and true disease modification, there is no way they will wait a year. They will want that article now.

It took a little over a year from the time of the Luspatercept L/R MDS plenary session at ASH (Nov 2018) to publication in the NEJM (Jan 2020). TLR for Imetelstat data, arguably of even greater impact than the Luspatercept data, is on the runway but it really did seem to take over a year for MEDALIS...

Actually I agree with both. I am with Kmall that magro combo appear to target the CSC in AML and could lead to disease modification although I have not yet seen an emphasis on this: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7381803/ This could be why it has been five long dry Geron years re start...

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6301265/ Imetelstat has not escaped the notice of Dr. Catriona Jameison’s lab. CD 47 is not strongly expressed in MF cells and L/R MDS. You can be sure Dr. Jameison et al are interested in Imetelstat and Geron may follow the way of Forty Seven. Kmall, hav...

Ryan, totally agree, I didn’t see your post before I posted about the likelihood of an NEJM article. Likelihood high.

When I was a kid, Paul Harvey had a newsy radio broadcast part of which was entitled “the rest of the story”. I thought it would be interesting to try to parse a few of the things that were touched on in the last conference but not emphasized in our ongoing observations/discussions, some of which co...

445M in the bank (well, not that bank,) has got to get them to approval and income. Or partnership.

1. For those who insist the NDA has not been submitted, you are only partially right. The NDA is being submitted in chunks, each module so far seems to be regarded favorably. It is unusual for a company to talk about submission status rather than acceptance, after all what company wants its sharehol...

Should be an interesting call tomorrow. I would expect more specific clarity on the NDA timeline. We need updates on enrollment in MF PIII and MF combo studies as well as an explanation as to delays in AML studies. I guess we stay tuned. bp

From the Washington Post 1 hour ago:

U.S. officials weigh protecting all deposits at Silicon Valley Bank

Not sure which way this will go and how it might affect Geron. They will have to say something if only to calm some jittery nerves.

No bail out for SVB: https://www.yahoo.com/finance/news/yellen-says-no-federal-bailout-131152188.html Let’s hope keeping funds on deposit was not a condition for the loan. Sometimes a “relationship” between client and bank is required or at least encouraged when lending money. In Geron’s case some f...