Search found 1665 matches
- Fri Aug 04, 2023 12:20 am
- Forum: ImetelChat
- Topic: Did Geron not move the MF goal posts yet again?
- Replies: 3
- Views: 1529
Re: Did Geron not move the MF goal posts yet again?
Well, looks like John brought in young blood to replace him. (But that shirt!!). Suspect Rosenfeld was of retirement age anyway(of course that hasn’t stopped John from going full bore.). Since you have pointed out Rosenfeld’s penchant for good timing, perhaps his retirement now is a good barometer f...
- Thu Aug 03, 2023 11:48 pm
- Forum: ImetelChat
- Topic: Did Geron not move the MF goal posts yet again?
- Replies: 3
- Views: 1529
Did Geron not move the MF goal posts yet again?
Have not listened to the conf call yet but PR says interim analysis now moved to first half of 2025 from end of 2024. Enrollment a paltry >40%. Again with the creation of false expectations. Clearly Dr. Scarlett expects to sell the company well before then.
- Thu Aug 03, 2023 7:48 pm
- Forum: ImetelChat
- Topic: The ACTUAL Potential Peak Global Annual Revenue Stream Of Imetelstat.....
- Replies: 1
- Views: 1102
Re: The ACTUAL Potential Peak Global Annual Revenue Stream Of Imetelstat.....
Anil should be paying you a consultants fee.
- Wed Aug 02, 2023 8:05 pm
- Forum: ImetelChat
- Topic: A Little Off Topic.....FDA Inaction Leads To Dire Consequences
- Replies: 6
- Views: 2519
Re: A Little Off Topic.....FDA Inaction Leads To Dire Consequences
Kmall, so right. All we have to do is look around. Not that hard to tell, the future is. For example we saw Nvida as gaming was taking off (and now AI), Apple when wireless communication was taking off, Tesla when e cars were taking off, Intuitive Surgical when robotic surgery was taking off. Maybe,...
- Wed Aug 02, 2023 3:26 pm
- Forum: ImetelChat
- Topic: A Little Off Topic.....FDA Inaction Leads To Dire Consequences
- Replies: 6
- Views: 2519
Re: A Little Off Topic.....FDA Inaction Leads To Dire Consequences
Kmall, I never knew any of this. Thank you for teaching. I want to think about it for a few days. Many important points. We take the gifts of nature for granted while slowly (and not so slowly) killing it.
- Sat Jul 29, 2023 8:07 pm
- Forum: ImetelChat
- Topic: Nice review talk, hat tip to Kasaris on YMB
- Replies: 0
- Views: 13649
Nice review talk, hat tip to Kasaris on YMB
youtu.be/drgxkcYrCdY
- Sat Jul 29, 2023 5:36 pm
- Forum: ImetelChat
- Topic: Would like to see more Imetelstat research here
- Replies: 0
- Views: 13481
- Fri Jul 28, 2023 6:31 am
- Forum: ImetelChat
- Topic: Executive Director, Marketing coming directly from Novartis.....
- Replies: 2
- Views: 1110
Re: Executive Director, Marketing coming directly from Novartis.....
Sales force hires soon.
- Fri Jul 28, 2023 3:15 am
- Forum: ImetelChat
- Topic: Executive Director, Marketing coming directly from Novartis.....
- Replies: 2
- Views: 1110
Re: Executive Director, Marketing coming directly from Novartis.....
Bet she knows Dr. Steensma, the lead author on the JCO article. Bet Dr. Steensma knows her. Bet Dr. Steensma knows Dr. Scarlett and vice versa, too. Dots and breadcrumbs.
- Fri Jul 28, 2023 1:52 am
- Forum: ImetelChat
- Topic: PPS
- Replies: 79
- Views: 133420
Re: PPS
Also agree.
- Fri Jul 28, 2023 1:51 am
- Forum: ImetelChat
- Topic: Remember the day the stock traded 200+Million
- Replies: 5
- Views: 2028
Re: Remember the day the stock traded 200+Million
If I recall, it didn’t move much despite the huge volume.
- Thu Jul 27, 2023 3:17 pm
- Forum: ImetelChat
- Topic: PPS
- Replies: 79
- Views: 133420
Re: PPS
Kmall, agree, not an unreasonable number.
- Thu Jul 27, 2023 12:08 am
- Forum: ImetelChat
- Topic: PPS
- Replies: 79
- Views: 133420
Re: PPS
RC, Dr. S suggested looking at Luspatercept sales. Once you do multiply by 3 and that’s conservative
- Tue Jul 25, 2023 4:06 am
- Forum: ImetelChat
- Topic: "....futility based on a planned analysis."
- Replies: 15
- Views: 3455
Re: "....futility based on a planned analysis."
Additionally, as you know I look at Geron’s wording very carefully (see multiple “parsing Scarlett” entries). I believe the legal profession has punished Geron’s good intentions enough. When Geron used the wording “in the clinic or in development” to describe that they were unaware of the progress o...
- Tue Jul 25, 2023 3:34 am
- Forum: ImetelChat
- Topic: "....futility based on a planned analysis."
- Replies: 15
- Views: 3455
Re: "....futility based on a planned analysis."
Just a side note. If one looks at the enrollment sizes of various ongoing studies, Geron’s studies are relatively “compact”. It is clear they design studies with an expectation of the kind of strong clinical significance that does not require large numbers of patients to participate. The MF study wi...
- Mon Jul 24, 2023 5:07 am
- Forum: ImetelChat
- Topic: "....futility based on a planned analysis."
- Replies: 15
- Views: 3455
Re: "....futility based on a planned analysis."
Could also be why Geron slow walking combination AML study
- Sun Jul 23, 2023 9:16 pm
- Forum: ImetelChat
- Topic: "....futility based on a planned analysis."
- Replies: 15
- Views: 3455
Re: "....futility based on a planned analysis."
Ryan so true. When blast crisis ensues it just a tsunami. As far as timing of the Gilead study cessation I doubt Geron’s LR MDS study has little or no impact since there as yet is virtually no clinical AML or higher risk MDS data with Imetelstat. The magro study failed without any help from Geron. I...
- Sun Jul 23, 2023 3:47 pm
- Forum: ImetelChat
- Topic: "....futility based on a planned analysis."
- Replies: 15
- Views: 3455
Re: "....futility based on a planned analysis."
If the Imetelstat high risk MDS/AML studies are fruitful, it’s hard to see where immediate competition comes from. Clearly an area with no recent new therapies. Here is a brief summary of where CAR-t is in MDS and the hurdles presented. Doesn’t look like there is too much there in the immediate futu...
- Sun Jul 23, 2023 3:17 am
- Forum: ImetelChat
- Topic: Good news, bad news
- Replies: 16
- Views: 5221
Re: Good news, bad news
Like I said, it’s difficult to translate just ask a German.
- Sun Jul 23, 2023 2:38 am
- Forum: ImetelChat
- Topic: Good news, bad news
- Replies: 16
- Views: 5221
Re: Good news, bad news
LWS, your definition is way too extreme. It’s much more subtle then that.