ImetelChat

Bio, thanks for kicking this off here. I agree with your observations. The Mayo Pilot hasn't been designed for getting approval, unlike IMbark and IMerge. My take is that extending the study-end therefor is not directly related with the approval process and has more to do with studying long term eff...

Hi Sargasso, it certainly is an interesting question, that I am not really able to answer. Certainly an above average of shares changed hands on the example you gave, but I have no idea who buys and sells and why. There are many of such examples, with PPS going up as well as down. Basically I don't ...

got it, Sarg.

Bio: thanks for your support. As about telo: he has a polemic style and is looking for problems. I think I wants to dominate the discussion. I don't trust his business motives, but who can tell...

There is too much noise on SA. Some keep posting although there is nothing really to discuss. Sargasso: I didn't fully get you latest comment about me making enough money on GERN. I started with GERN in 2014, during the hold. I am still waiting for things to develop. It is going slow. Very slow. But...

On May 17 Peter Lebovitz (Global Therapeutic Area Head, Oncology) of JnJ presented about their oncology program. Imetelstat is mentioned on slide 5, 14, 16, 34, 37 and 55. link to the oncology presentation: http://files.shareholder.com/downloads/JNJ/4524526832x0x943361/95AFD3A4-424F-478E-9914-6CBAF5...

Repost from Sdrawkcabeman (YHMB): It was everything we already knew to date, though there was an emphasis on some points thanks to some direct shareholder questions. The Imerge P3 will start in Q4, but the decision to do so will be made in the summer, and the P2 data will almost certainly be present...

Interesting observation. However, in the graph called 'Hematologic Malignancies' they have left out the lymphocytic types. So I see it more as a general way of explaining and positioning the myeloid malignancies which they are pursuing. AML indeed seems to be part of that.

Hi Ido, you raise all good points. I'll try to address some. (please note: these are just personal opinions and shouldn't by any means being interpreted as some kind of advice. Everybody has to do his/her OWN DD and based on that, take his/her OWN decision) Waiting game I think that it partly is a w...

Repost from Hoosier (SA, 29 April 2017) Guys/Gals, I want to vouch for Irish's authenticity as it genuinely bothers me to see her and/or John being subject to such scrutiny. Please know that I've communicated with Irish on multiple occasions, and I've been aware of her legal name, address, workplace...

Maybe better to move forward as some things from the past won't be resolved through a MB like this. I would really appreciate you both keeping comfortable here and trying to bring in your knowledge and insights to try to better understand how we can interpret the things we see happening around us. W...

Hi Sargasso, thanks for bringing this up and providing the link. I went through all 4 programs. They are overlapping in the sense that all 4 procedures require some significant improvement on current practice. It also seems that all 4 procedures are only applicable if it concerns a serious disease w...

Good questions and even better that you submitted them!

I would have an additional question:

4. Do you still expect JnJ's continuation decision to be taken in Q2? (reference to 10-K)

Hi Dogon, welcome to this board and thanks for your post!

I believe those early CR's and PR's are still important guidance lights, certainly now JnJ has decided to continue the trials.

Docs are very important. They are the ones that should prescribe imetelstat in the end. Do you think Dr. Scarlett was targetting another audience, e.g. investors, funds etc?

Those are big numbers. Based on what Dr. Scarlett said about presenting the trial results to an as large as possible audience, we may expect a presentation on either of those or even all three.

During the last telco Scarlett answered a final question about the coninuation decision and partnerhsip. He said the following: - he sees 'complete engagement' and 'very careful attention to development, regulatory and commercial details'. - he says that he feels 'very comfortable' with JnJ's pace o...

Following Scarlett's answer to the last question of the telco, it seems there is no immediate trigger of JnJ to take a decision on the continuation. In principle they can take that decision any moment, but not later than 24 months after the start of IMerge (i.e. Jan 2018, see collaboration agreement...

excerpt post from sdrawkcabeman (YHMB): 'This is the first, unambiguous, concrete statement about Imet’s “approvability.” After the first review, some people were shaken and still wondering about efficacy. This second review puts those doubts to rest. Approaching the FDA with proposals and refinemen...

Or can those milestone and royalty payments be achieved without a continuation decision? If that is the case, why do we need a Continuation Decision at all? Can Geron opt-in or -out without a Continuation Decision? If I remember well, that only happens after JnJ has decided to continue the collabora...

Best wishes, Irish. Thanks for keeping us updated here.