Search found 128 matches
- Mon Feb 06, 2023 4:09 am
- Forum: ImetelChat
- Topic: Upcoming Stock Option Expirations
- Replies: 9
- Views: 3726
Re: Upcoming Stock Option Expirations
As we prepare for this week's Executive stock option activity, a quick history lesson might aid our interpretations. First, both Melissa Behrs and Olivia Bloom have a history of exercising & selling their stock options. Therefore, the proper expectation for their upcoming decisions is for them to ag...
- Mon Feb 06, 2023 12:08 am
- Forum: ImetelChat
- Topic: More PreMF patients within ET cohorts than currently diagnosed
- Replies: 7
- Views: 4738
Re: More PreMF patients within ET cohorts than currently diagnosed
Hat tip to Irishtrader52 and her late husband. She's a legitimate badass, and her late husband was a courageous hero deserving of the highest respect. They were both among my earliest thoughts when Imetelstat's positive TLR were announced in January. Irish, Please know that we appreciate all of your...
- Wed Feb 01, 2023 5:38 am
- Forum: ImetelChat
- Topic: Upcoming Stock Option Expirations
- Replies: 9
- Views: 3726
Re: Upcoming Stock Option Expirations
Some additional information & thoughts on this topic..... Exercising a stock option when the option is in the money (i.e. share price is greater than the option price) DOES create a tax liability. For example, if the upcoming options are exercised at a time when Geron's share price is $3.30/share, t...
- Sat Jan 28, 2023 4:22 pm
- Forum: ImetelChat
- Topic: Upcoming Stock Option Expirations
- Replies: 9
- Views: 3726
Upcoming Stock Option Expirations
The following stock options are subject to expiry in the next couple of weeks: J. Scarlett......1,340,000 @ $1.50 (2/13/23 Expiration date) O. Bloom..........400,000 @ $1.51 (2/12/23 Expiration date) A. Grethlein......300,000 @ $1.51 (2/12/23 Expiration date) M. Behrs...........300,000 @ $1.51 (2/12...
- Fri Jan 27, 2023 6:45 pm
- Forum: ImetelChat
- Topic: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
- Replies: 9
- Views: 2642
Re: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
I agree. We will need approval(s) before $7B is a realistic possibility. A $7B - $10B valuation may be reasonable once we have approval for LR-MDS and positive TLR for R/R MF. Good P3 data in both of those indications would make the probability of further approvals (HR-MDS, FL-MF, and AML) high enou...
- Thu Jan 26, 2023 11:51 pm
- Forum: ImetelChat
- Topic: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
- Replies: 9
- Views: 2642
Re: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
For the record, I'm in favor of the self-commercialization path as well....with an ex-US partner. Basically, I hope we follow the Incyte (Ruxolitinib) commercialization approach. This path will require more time, patience, and risk. However, the long-term market capitalization potential is likely 2X...
- Thu Jan 26, 2023 6:21 pm
- Forum: ImetelChat
- Topic: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
- Replies: 9
- Views: 2642
Re: Dr. Aleksandra Rizo now CEO of Vividion Therapeutics
Previously, I thought Dr. Rizo was in line to succeed Dr. Scarlett (as Geron CEO) upon his retirement. Those thoughts went out the window upon her departure. However, it may still be a realistic possibility. If Bayer were to acquire Geron, they could put Dr. Rizo in charge of a new Business Unit con...
- Thu Jan 19, 2023 7:19 pm
- Forum: ImetelChat
- Topic: EMA Submission Info (Supply Chain)
- Replies: 2
- Views: 1365
EMA Submission Info (Supply Chain)
Q: Can anyone confirm whether a drug's supply chain (distribution) plans are a required part of the EMA application? I assume such a final marketing authorization would consider aspects beyond clinical trial results. For example, who is going to supply the drug, does the drug require special handlin...
- Wed Jan 18, 2023 4:43 pm
- Forum: ImetelChat
- Topic: What will they wait for?
- Replies: 3
- Views: 1961
Re: What will they wait for?
BP, Only a brief data desert as the IMPress (Imet + Ruxo) P1 data should be available in 2H23.....most likely via an ASH abstract. This data is important for some obvious & non-obvious reasons, and I'm optimistic they'll be able to identify a protocol involving the combination of TI + JAK inhibitors...
- Wed Jan 18, 2023 5:10 am
- Forum: ImetelChat
- Topic: Executive Medical Director coming directly from Janssen now at Geron....
- Replies: 6
- Views: 1630
Re: Executive Medical Director coming directly from Janssen now at Geron....
Thanks for the great research & observations. Exciting times for sure.
As my all-time favorite superhero (Al Bundy) would say.....lets rock!
As my all-time favorite superhero (Al Bundy) would say.....lets rock!
- Sun Jan 15, 2023 5:43 pm
- Forum: ImetelChat
- Topic: Imetelstat treatment for CML (pipeline expansion opportunity)
- Replies: 7
- Views: 1608
Re: Imetelstat treatment for CML (pipeline expansion opportunity)
Based on the available data & evidence, it seems reasonable for CML to be part of the Imetelstat discussion and/or list of future (target) indications. Adding CML to our pipeline list may benefit the value proposition of our ex-US license rights. BTW, We should start a separate discussion on the "po...
- Sun Jan 15, 2023 5:00 am
- Forum: ImetelChat
- Topic: Imetelstat treatment for CML (pipeline expansion opportunity)
- Replies: 7
- Views: 1608
Re: Imetelstat treatment for CML (pipeline expansion opportunity)
More Evidence...... Telomerase Inhibition with Imetelstat Eradicates β-Catenin Activated Blast Crisis Chronic Myeloid Leukemia Stem Cells https://ashpublications.org/blood/article/128/22/3065/113613/Telomerase-Inhibition-with-Imetelstat-Eradicates https://www.geron.com/wp-content/uploads/2022/12/Ma-...
- Sun Jan 15, 2023 4:23 am
- Forum: ImetelChat
- Topic: Imetelstat treatment for CML (pipeline expansion opportunity)
- Replies: 7
- Views: 1608
Imetelstat treatment for CML (pipeline expansion opportunity)
We know SF3B1 is the primary somatic mutation associated with MDS, and (as we hoped) our recent TLR data indicated a significant benefit to patients with the SF3B1 mutation. The below language is taken directly from our recent press release. "Clinical and molecular evidence supporting the potential ...
- Fri Jan 06, 2023 1:20 pm
- Forum: ImetelChat
- Topic: Capital Raise Thoughts....
- Replies: 10
- Views: 2954
Re: Capital Raise Thoughts....
With commercialization highly likely, I wish Geron had pursued non-dilutive financing. For example, they could've negotiated an extension of their existing loan agreement, they could've negotiated a new loan agreement, they could've approached the bond (paper) market, or they could've relied on the ...
- Fri Jan 06, 2023 5:54 am
- Forum: ImetelChat
- Topic: Capital Raise Thoughts....
- Replies: 10
- Views: 2954
Capital Raise Thoughts....
I'm not exactly sure how the offerings play out, but there's no coincidence between today's closing price and the just announced $2.45 close of the stock offering. I believe the pricing results in one of two ways.... A) The price was pre-negotiated prior to yesterday's TLR announcement. B) The price...
- Thu Jan 05, 2023 12:24 am
- Forum: ImetelChat
- Topic: It doesn't matter:
- Replies: 6
- Views: 1833
Re: It doesn't matter:
BP, I appreciate with your points, but my blood is boiling at the moment. The immediate secondary offering has me feeling like a big 'ol lollipop (sucker) right now.....duped again. Dr. Scarlett had previously stated they had funding to get through the MF trial, and I felt the next batch of funds wo...
- Fri Dec 30, 2022 5:51 am
- Forum: ImetelChat
- Topic: Don't want to make waves
- Replies: 5
- Views: 1594
Re: Don't want to make waves
You're not alone with your concern(s). We just hope that what we don't know (yet) justifies the hiring actions. As I mentioned the other day, the fact they (we) are actively hiring for MULTIPLE "commercial" roles at this stage is a compelling & hard to ignore data point. At a minimum, the COO should...
- Thu Dec 29, 2022 11:09 pm
- Forum: ImetelChat
- Topic: Honorable mention (again)
- Replies: 2
- Views: 1160
Re: Honorable mention (again)
BP,
I’ve been watching Geron’s patent filings this year, but there haven’t been any new applications involving an oral formulation. I’ll advise if/when I see something on that topic.
I’ve been watching Geron’s patent filings this year, but there haven’t been any new applications involving an oral formulation. I’ll advise if/when I see something on that topic.
- Wed Dec 28, 2022 1:15 am
- Forum: ImetelChat
- Topic: For Hoosier Investor
- Replies: 3
- Views: 873
Re: For Hoosier Investor
FYI.....We both know that last time (2018) those with confidence and/or inside knowledge chose to sell the shares "short" which is different than buying puts. I believe our shares sold "short" percentage is still low at this point. If a person had sufficient confidence and/or specific knowledge of a...
- Wed Dec 28, 2022 12:38 am
- Forum: ImetelChat
- Topic: For Hoosier Investor
- Replies: 3
- Views: 873
Re: For Hoosier Investor
Hey BP, I'm not an expert when it comes to options trading, but I'll give you my interpretations. Yes, buying "puts" is done when a person (or entity) believes the stock price is going to drop, or as a hedge (against a long position) in case the price drops. Conversely, one would purchase "call" opt...