Search found 250 matches

by huntingonthebluffs
Sun Jun 11, 2023 10:11 pm
Forum: ImetelChat
Topic: Eyes wide open regarding the FDA
Replies: 5
Views: 2771

Re: Eyes wide open regarding the FDA

biopearl123 / KTArsenal, let there never be any question that I am very bullish (i.e. positive) about Geron and Imetelstat and the forward trajectory (momentum) of the approval process for treating MDS. But here I go on a bit of a rant continuation as we all know MDS treatment is the tip of the iceb...
by huntingonthebluffs
Fri Jun 09, 2023 10:09 pm
Forum: ImetelChat
Topic: Eyes wide open regarding the FDA
Replies: 5
Views: 2771

Eyes wide open regarding the FDA

Geron, Dr. John Scarlett and company et al deserve significant credit for having weathered the JNJ / Janssen debacle and all the sinister activities of the shorts and to some degree the hedge funds and BP influencing the FDA anti-Geron actions. IMHO the FDA has blatantly mistreated and maligned Gero...
by huntingonthebluffs
Sat May 13, 2023 8:56 pm
Forum: ImetelChat
Topic: My exact date prediction for the May Miracle
Replies: 20
Views: 14242

Re: My exact date prediction for the May Miracle

FWIW, those dates appear to be emanating from the Geron 10K report in the RISKS RELATED TO COMPETITIVE FACTORS section. Not sure how/why they get to the calendar linked to Geron as the dates reflected are associated with different drugs. From the calendar links: GERN GERON CORP PDUFA When Friday, Ju...
by huntingonthebluffs
Thu Apr 20, 2023 10:05 pm
Forum: ImetelChat
Topic: Imetelstat Franchise
Replies: 32
Views: 16393

Re: Imetelstat Franchise

If you have or are considering a significant investment in Geron / Imetelstat and don't listen to the "entire" Needham fireside webcast it would be in MHO unfortunate. Dr. John Scarlet does a masterful job of covering all the pertinent bases in both defining and setting expectations. I hope all here...
by huntingonthebluffs
Tue Feb 28, 2023 11:57 pm
Forum: ImetelChat
Topic: Ex-US License + Collaboration Agreement
Replies: 7
Views: 2675

Re: Ex-US License + Collaboration Agreement

Not a negative to your thesis, which is probably entirely on track, but I think the EU tracks 6 months or so behind the US approval target. So while unlikely, given this is part of the stage gated activities, seems a EU marketing buildout could still be an option and at play in ongoing negotiations.
by huntingonthebluffs
Sun Feb 26, 2023 11:20 pm
Forum: ImetelChat
Topic: Deja Vu.......
Replies: 8
Views: 3497

Re: Deja Vu.......

Kmall, thanks for your reply and the info on President George Washington / Juliana’s Pizza and the Patsy Grimaldi stories. I have ordered a couple copies of the “1776” book as well as a copy of “Washington: A Life”. Just have to find time to read them now. We should all know more about Washington as...
by huntingonthebluffs
Sat Feb 25, 2023 7:41 am
Forum: ImetelChat
Topic: Recent SEC filings
Replies: 4
Views: 1703

Re: Recent SEC filings

The Form 4’s call them derivative securities, so looks like the annual stock option grants at a $2.83 strike price.
by huntingonthebluffs
Fri Feb 24, 2023 8:42 pm
Forum: ImetelChat
Topic: Frontline MF + IMET 2.0 (Importance of IMproveMF)
Replies: 14
Views: 6422

Re: Frontline MF + IMET 2.0 (Importance of IMproveMF)

Thank you Hoosier Investor for your research, analysis, insights and possible timeline assessments. Very impressive work! It raises the level of our awareness and knowledge of some of what likely lies ahead regarding drug development for Geron and Imetelstat. Certainly gives patients and investors r...
by huntingonthebluffs
Mon Feb 20, 2023 11:55 pm
Forum: ImetelChat
Topic: Deja Vu.......
Replies: 8
Views: 3497

Re: Deja Vu.......

Okay, maybe somewhat of a slow day so will rant here. It’s no secret that I’m not a fan of ever collaborating with JNJ again. Whatever went on, JNJ threw Geron under the bus and IMO likely a few laws and most of the handshakes on expectations were broken in the lead up to the discontinuation. It was...
by huntingonthebluffs
Sat Feb 18, 2023 8:55 pm
Forum: ImetelChat
Topic: Keeping up with MAIA
Replies: 10
Views: 5713

Re: Keeping up with MAIA

Given telomerase is up regulated by 90% of cancers, the MAIA CEO saying "We have 10 shots on goal!” can get attention for sure, and not overly challenging to put together in early CTs. However, IMO, maybe wrongly, making that statement at their current level of development is the CEO going fishing f...
by huntingonthebluffs
Wed Feb 15, 2023 6:42 am
Forum: ImetelChat
Topic: Letter to the Geron Board
Replies: 3
Views: 1648

Re: Letter to the Geron Board

Thanks again biopearl123 for your good judgment to moderate our times of greatest excitement and / or frustration. Taking some time here can only make the "ImetelChat Annual Letter" more professional, rational and more valuable to Geron / JS / BODs. This time is also different and more important bec...
by huntingonthebluffs
Wed Feb 15, 2023 6:12 am
Forum: ImetelChat
Topic: BOD Questions & Suggestions
Replies: 4
Views: 1750

Re: BOD Questions & Suggestions

Thanks Hoosier Investor and kmall for your follow up. And to Ryan's points, I think we are all of the same mind but it can't hurt and at the very least it's good therapy to voice frustrations in a rational way. This is a different time and let's not have to say "why didn't we say something". Which B...
by huntingonthebluffs
Wed Feb 15, 2023 5:51 am
Forum: ImetelChat
Topic: Hunt, HI and Kmall
Replies: 1
Views: 1130

Re: Hunt, HI and Kmall

Thanks, biopearl123 for always following through even if it's a cry from lowly shareholders. You are the best! We always think this time will be different but while you are probably correct, this time is a little different. We are at a much more advanced point, investors and competition are much mor...
by huntingonthebluffs
Tue Feb 14, 2023 6:45 am
Forum: ImetelChat
Topic: Hostile takeover (acquisition) via a tender offer
Replies: 5
Views: 1730

Re: Hostile takeover (acquisition) via a tender offer

So assuming one of the actions to be able to stay on course is to get the price up, what would the target price need to be and when? What actions besides those already in the public plan need to be taken and when? Can you / we quickly discuss / develop the list on ImetelChat so that biopearl123 can ...
by huntingonthebluffs
Mon Feb 13, 2023 12:00 am
Forum: ImetelChat
Topic: Executive Incentives (NDA Submission & FDA Approval)
Replies: 4
Views: 1531

Re: Executive Incentives (NDA Submission & FDA Approval)

Thank you, Hoosier Investor, for all your thorough investigative and analysis efforts. While we don’t know any of their financial situations, I think their legal and financial advisors’ advice was all weighted towards selling. I’m sure there was a great deal of discussion around when, what and how t...
by huntingonthebluffs
Sun Feb 05, 2023 9:27 pm
Forum: ImetelChat
Topic: More PreMF patients within ET cohorts than currently diagnosed
Replies: 7
Views: 4723

Re: More PreMF patients within ET cohorts than currently diagnosed

Sorry for my repetitions on this but I think it would help everyone to occasionally return to the ImetelChat archives and review some of the old posts when they have some time to research. This thread was from early 2016 (page 44 of posts). It among other things, points out the commercial potential ...
by huntingonthebluffs
Thu Feb 02, 2023 8:08 am
Forum: ImetelChat
Topic: Ibrutinib, Pharmacyclics and the Geron connections....
Replies: 1
Views: 1157

Re: Ibrutinib, Pharmacyclics and the Geron connections....

Imbruvica has a twitter handle per Jansen / Pharmacyclics - (@IMBRUVICAUSHCP) which provides information for health care providers. The "community" is intended to provide prescribing and safety information and is monitored for feedback, issues and other related topics complete with community guideli...
by huntingonthebluffs
Sun Jan 22, 2023 11:48 pm
Forum: ImetelChat
Topic: Capital Raise Thoughts....
Replies: 10
Views: 2948

Re: Capital Raise Thoughts....

Thanks, kmall, I didn't think it was 1.5, just remember 1.2 for MDS and 1.8 for MF. I did a quick check on late 2021 and 2022 presentations and it was 1.2. I probably missed the changes up and down from 1.2. Maybe IR could help, lol.
by huntingonthebluffs
Sun Jan 22, 2023 8:41 pm
Forum: ImetelChat
Topic: Capital Raise Thoughts....
Replies: 10
Views: 2948

Re: Capital Raise Thoughts....

Great posts on this thread, thanks to all! I, most of us, know little about what transpires day to day at Geron, except for the few required public points on the map they have established for the financial community and regulators. And of course, there are the cautionaries about the forward-looking ...
by huntingonthebluffs
Wed Jan 04, 2023 12:18 am
Forum: ImetelChat
Topic: Conference Call
Replies: 8
Views: 2166

Re: Conference Call

Well what I really like about this is that the CC announcement was after hours and the actual CC is the next day before the market opens! I believe Geron / JS did everything they could to give us a level of confidence with the ASH presentations, have maintained perfect confidentiality throughout and...