Search found 202 matches

by cheng_ho
Sun Jan 17, 2021 8:04 pm
Forum: ImetelChat
Topic: Musings on Geron's current and future position
Replies: 3
Views: 3148

Re: Musings on Geron's current and future position

Moderna has a large oncology division, working on mRNA vaccines that can be customized against any cell with a mutated antigen.
by cheng_ho
Tue Jan 12, 2021 10:45 pm
Forum: ImetelChat
Topic: Short interest near all-time highs
Replies: 0
Views: 2351

Short interest near all-time highs

It is almost back to where it was in 2018 before the Discontinuation.

High short interest is a good statistical predictor of stock underperformance.

https://www.nasdaq.com/market-activity/ ... t-interest
by cheng_ho
Fri Jan 08, 2021 7:00 pm
Forum: ImetelChat
Topic: New presentation with timelines
Replies: 2
Views: 2507

Re: New presentation with timelines

Yes, "topline results" in 2024. We already know the timeline.

What we NEED is some transparency about recruiting so we can see the odds of them meeting the timeline.
by cheng_ho
Wed Dec 30, 2020 8:41 pm
Forum: ImetelChat
Topic: Dr. Bose on ASH
Replies: 3
Views: 2721

Re: Dr. Bose on ASH

From the video: "There is no new data here"
by cheng_ho
Wed Dec 30, 2020 8:31 pm
Forum: ImetelChat
Topic: Just for fun... and happier hope
Replies: 2
Views: 2666

Re: Just for fun... and happier hope

Many cancer cures have been "found" (e.g. gene vectors to put in more copies of p53).

But only a REAL psychic can tell you when one will be APPROVED ;)

Happy New Year, let's hope 2021 is less stupid than 2020.
by cheng_ho
Mon Dec 21, 2020 7:11 pm
Forum: ImetelChat
Topic: Where's Waldo?
Replies: 3
Views: 2995

Re: Where's Waldo?

> if you could look into my mind you would see something more akin to a lava lamp

Yes, that's the inevitable result of listening to four or more Calls Of Chipthulhu.
by cheng_ho
Wed Dec 09, 2020 8:16 pm
Forum: ImetelChat
Topic: A view by a patient and investor
Replies: 3
Views: 2364

Re: A view by a patient and investor

Best of luck to you karagozoglu12345 with your transplant process.

Be careful about catching anything while you're immune-suppressed, of course. Take your Vitamin D etc.

https://clinicaltrials.gov/ct2/show/NCT ... w=2&rank=2
by cheng_ho
Mon Nov 30, 2020 8:47 pm
Forum: ImetelChat
Topic: The Scarlett Letter
Replies: 3
Views: 2516

Re: The Scarlett Letter

Don't forget the recent large dilution at $1.30, and the fact that Scarlett is sitting on yet another ATM issue. If Geron had some good news (e.g., finally completing enrollment of a trial), Scarlett stands ready to crush the stock price yet again. The market has been burned by Geron dozens of times...
by cheng_ho
Fri Oct 23, 2020 5:42 pm
Forum: ImetelChat
Topic: Full text link to review paper on MPNs
Replies: 0
Views: 2514

Full text link to review paper on MPNs

https://sci-hub.st/10.1080/17474086.2020.1831381

Paper stresses the need for a full-length Phase 3 on imetelstat, says that presently patients' main hope is stem cell transplant. Still, at least imet is on the radar.
by cheng_ho
Fri Oct 16, 2020 4:52 pm
Forum: ImetelChat
Topic: Trying to connect dots that may or may not exist and if they do, they move like the three body problem
Replies: 5
Views: 3607

Re: Trying to connect dots that may or may not exist and if they do, they move like the three body problem

There are at least four other drugs under consideration or awarded orphan status for myelofibrosis in the EU, including luspatercept: https://www.ema.europa.eu/en/search/search/field_ema_web_categories%253Aname_field/Human/ema_group_types/ema_orphan/field_ema_orp_disease_condition%253Aname_field/Tre...
by cheng_ho
Sun Oct 04, 2020 4:20 pm
Forum: ImetelChat
Topic: Why would GERN need $75M facility?
Replies: 5
Views: 4771

Re: Why would GERN need $75M facility?

I think it's clear cut... they haven't been able to recruit enough patients for the trials, and they're behind schedule. They're just making sure that they can cross the finish line on one trial before running out of money.

And it's not $75 million UNLESS they hit their milestones.
by cheng_ho
Tue Sep 22, 2020 3:53 pm
Forum: ImetelChat
Topic: CD 47 continued again
Replies: 2
Views: 2801

Re: CD 47 continued again

There was nothing "strange" about the volume on Friday, it was index rebalancing plus a little option expiration.

You've seen this a dozen times before, just look it up.
by cheng_ho
Wed Sep 16, 2020 10:55 pm
Forum: ImetelChat
Topic: Forty Seven
Replies: 1
Views: 2099

Re: Forty Seven

Yes, this is an important result. I posted about FortySeven last year, now they have GILD backing too. While they aren't starting out aiming at low risk MDS, this could limit Geron's expansion into AML... although it's always possible that the most effective genetic targets are different, or even th...
by cheng_ho
Mon Sep 14, 2020 8:19 pm
Forum: ImetelChat
Topic: Wainright Presentation
Replies: 1
Views: 2094

Re: Wainright Presentation

I'm sure Geron will get into ASH. Even if the trial results were negative, they're still human trial results on a new MOA, so are important either way.
by cheng_ho
Mon Sep 14, 2020 8:18 pm
Forum: ImetelChat
Topic: Hoosier Investor please comment
Replies: 5
Views: 3869

Re: Hoosier Investor please comment

@Ryan: not only did I not "knock" Geron's preclinicals... I DID the first preclinicals on imetelstat while I was at Shay-Wright lab :roll: And I lost a bundle when JNJ and Scarlett tricked us into believing that JNJ was going to continue (the "job posting", the compassionate-use listing, and all the...
by cheng_ho
Mon Sep 14, 2020 8:11 pm
Forum: ImetelChat
Topic: Hoosier Investor please comment
Replies: 5
Views: 3869

Re: Hoosier Investor please comment

Thanks for looking at the patents, HI. I agree that Geron's "concept patent" (something that is not supposed to exist) on "telomerase inhibitors in MF, MDS, and AML" (I know it's three blood cancers, hope I remember the AML correctly?) does apply. The other patents mention "modified Guanines" and in...
by cheng_ho
Fri Sep 04, 2020 6:40 pm
Forum: ImetelChat
Topic: Here’s the relevant patent hat tip to Cheng Ho and Robespierre
Replies: 2
Views: 2085

Re: Here’s the relevant patent hat tip to Cheng Ho and Robespierre

The patent on "any telomerase inhibitor in MF, MDS, and AML" should apply as well.
by cheng_ho
Fri Sep 04, 2020 6:39 pm
Forum: ImetelChat
Topic: Orphan being discussed AML/MDS/JMML
Replies: 9
Views: 5282

Re: Orphan being discussed AML/MDS/JMML

What they're discussing is waiving the pediatric testing requirement, as you'll remember was done for the Phase 2.

This is a very good thing, it will speed up the trial... and as biopearl points out, incidence in children is super rare.
by cheng_ho
Tue Sep 01, 2020 9:00 pm
Forum: ImetelChat
Topic: New telomerase-inhibitor company MAIA has new paper
Replies: 0
Views: 2277

New telomerase-inhibitor company MAIA has new paper

Paper on MAIA's telomerase-inhibitor drug 6-thiodG coming out this month:

https://www.businesswire.com/news/home/ ... ncouraging