Search found 1665 matches

by biopearl123
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...
by biopearl123
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.
by biopearl123
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,...
by biopearl123
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.
by biopearl123
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
by biopearl123
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.
by biopearl123
Fri Jul 28, 2023 1:52 am
Forum: ImetelChat
Topic: PPS
Replies: 79
Views: 133420

Re: PPS

Also agree.
by biopearl123
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.
by biopearl123
Thu Jul 27, 2023 3:17 pm
Forum: ImetelChat
Topic: PPS
Replies: 79
Views: 133420

Re: PPS

Kmall, agree, not an unreasonable number.
by biopearl123
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
by biopearl123
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...
by biopearl123
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...
by biopearl123
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
by biopearl123
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...
by biopearl123
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...
by biopearl123
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.
by biopearl123
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.