Search found 60 matches

by ashah
Fri Mar 15, 2024 9:45 pm
Forum: ImetelChat
Topic: Quite Surprising that....
Replies: 10
Views: 2703

Re: Quite Surprising that....

The second no was from a Statistician. Interesting - since the primary and secondary end points were met. Yet the stats expert voted No. A conundrum. If the recommendation is a NO after previously agreed upon endpoints are met ‐ how will the pharma industry ever develop drug? What is the point of ag...
by ashah
Thu Mar 14, 2024 8:23 pm
Forum: ImetelChat
Topic: March 14th
Replies: 27
Views: 5447

Re: March 14th

12 yes
2 no
by ashah
Thu Mar 14, 2024 8:21 pm
Forum: ImetelChat
Topic: March 14th
Replies: 27
Views: 5447

Re: March 14th

Very entertaining... worst fear than any horror movie I have seen. Would have been perfect... except this is real life, impacting real patients and real families.
I am ashamed at the incompetent FDA members and the panelist who voted no. May their family and friends never get this disease.
by ashah
Fri Feb 09, 2024 12:43 am
Forum: ImetelChat
Topic: FDA v. Geron
Replies: 31
Views: 6880

Re: FDA v. Geron

Concur. I don't think this is FDA vs. Geron. Rather, I think it may be a symptom of "measure twice, cut once". IF we go back in time, ... VEGF, Avastin, etc... the development process was very challenging. New MoA, unknown long term effects, and potential broad spectrum use. I would suspect that onc...
by ashah
Wed Nov 22, 2023 10:20 am
Forum: ImetelChat
Topic: An open inquiry..
Replies: 5
Views: 6931

Re: An open inquiry..

So i am, similar to other folks, who have used chat.openai.com, am tremendously impressed. No two ways that it is a big step in the right direction of more intelligent machines, and better processing of data. For writing poems, or searching contents - it's a tremendous time saver. However, we have t...
by ashah
Wed Oct 04, 2023 3:28 pm
Forum: ImetelChat
Topic: Smart Dumb Money and PPS
Replies: 0
Views: 13106

Smart Dumb Money and PPS

All Saw the movie "Dumb Money" last night. Anyone concerned with GERN stock price... should most certainly watch that movie. The movie is about the GAMESTOP company and stock, but I believe that in nutshell, the resemblance to Geron may be relatively obvious. Good luck to us about next few months...
by ashah
Fri Feb 17, 2023 4:39 pm
Forum: ImetelChat
Topic: Is a defense against shorts possible?
Replies: 1
Views: 783

Is a defense against shorts possible?

GERN share stats Total shares outstanding - 450M, give or take. Average volume of trades shares - between 4 - 8 million shares (1-2%) Short positions - 5%. Source; yahoo finance. So the question is... what if any defense is even possible? Remember that shorts could have accumulated the shares back w...
by ashah
Tue Feb 07, 2023 1:58 am
Forum: ImetelChat
Topic: Old Tricks vs. New Realities.
Replies: 1
Views: 946

Old Tricks vs. New Realities.

Thought I would share my 2 cents on the prior discussion about GERON up to its old tricks again, especially with the delayed trials...etc. Of course a disclaimer, it is difficult to speculate from the outside, but what the heck...its fun to just explore realms of possibility. So here it goes... =-==...
by ashah
Thu Jan 05, 2023 3:06 pm
Forum: ImetelChat
Topic: Hat tip to JC YMB
Replies: 1
Views: 822

Re: Hat tip to JC YMB

Absolutely... and not to mention the proverbial... dig well BEFORE YOU ARE THIRSTY philosophy. In this case... having option to raise funds and commercialize our, OUR, own drug (THANK YOU JNJ) is incredibly powerful during negotiations with potential partners. So as investor we take short term hit o...
by ashah
Fri Dec 30, 2022 6:28 pm
Forum: ImetelChat
Topic: Don't want to make waves
Replies: 5
Views: 1567

Re: Don't want to make waves

All This is not an accurate sentiment in my opinion. Assume that this is a $365 M dollar revenue molecule. This means even a day delay is a million dollar impact. Furthermore if the message - commercial or marketing or same or payer/ value e.t.c is sub-optimal, the long term impact is high. And heav...
by ashah
Wed Dec 21, 2022 10:07 pm
Forum: ImetelChat
Topic: Hypothesis around reduced Focus on partnership
Replies: 1
Views: 526

Hypothesis around reduced Focus on partnership

I am on a vacation with limited voluntary work or outside connections... so pardon specificity. However some recent postings have suggested frustration regarding reduced emphasis on partnering. Similarly, lack of such deal, especially with senior leaders in the company rightfully and logically raise...
by ashah
Mon Nov 14, 2022 9:42 pm
Forum: ImetelChat
Topic: Why Dr. Scarlett and Co. are smiling
Replies: 3
Views: 1561

Re: Why Dr. Scarlett and Co. are smiling

How I wish I could see and visually assess Dr. Scarlett's confidence (and smile) tomorrow - as they present at Stifel 2022 Healthcare Conference in New York City on Tuesday, November 15, 2022 at 10:55 a.m. ET
by ashah
Wed Oct 19, 2022 1:10 am
Forum: ImetelChat
Topic: One year mark
Replies: 2
Views: 825

Re: One year mark

My predictions: 1. We may see movement on the UK regulatory front... now that the P3 data can be unblinded. 2. We may likely see the Top Line Results within next 45 days. Especially if the data has been cleaned up along the way, and database is ready for locking soon. 3. We may see regulatory action...
by ashah
Sun Jul 03, 2022 9:32 pm
Forum: ImetelChat
Topic: Additional thoughts…musings on the expansion of loan
Replies: 3
Views: 1632

Re: Additional thoughts…musings on the expansion of loan

An hypothesis.
Why expanded Loan NOW!
we have known that the interest rates are going up soon... why not exercise the option earlier?
Could the current timing be correlated to UK Application?
by ashah
Mon Feb 28, 2022 2:30 pm
Forum: ImetelChat
Topic: CTC and Imet
Replies: 1
Views: 914

CTC and Imet

Question for folks on the science and medical side. Would Imetelstat help with the circulating tumor cells? Someone very close was recently Dx with late stage terminal bladder cancer which has metastasized to bone and lungs. Rightfully, the Oncologist is leaning on Pembro immunotherapy. I would like...
by ashah
Sat Dec 11, 2021 12:01 am
Forum: ImetelChat
Topic: Fellow Board Members
Replies: 9
Views: 2491

Re: Fellow Board Members

Andrew, Wasn't this study one which proceeded after discussions with the FDA? If so, then the new additional analysis, in the middle of the P3 trial proceeding seems unusual. However, if there is "new" player who wants additional data - which prior FDA discussions did not particularly pre-specify......
by ashah
Fri Dec 10, 2021 5:39 pm
Forum: ImetelChat
Topic: Fellow Board Members
Replies: 9
Views: 2491

Re: Fellow Board Members

Andrew, Excellent news and information. Thank you. I will repost a hypothesis postulated a few weeks ago. =========== Andrew Thank you as always for wonderful analysis. Quick question or rather feedback on an hypothesis. Any possibility that ventricular repolarization is mandated for ILAP? Drug Cand...
by ashah
Fri Nov 26, 2021 5:50 am
Forum: ImetelChat
Topic: Sherlock Holmes and the QT interval
Replies: 22
Views: 6781

Re: Sherlock Holmes and the QT interval

Any stats expert on the forum?
Would be very interesting to postulate the P value of the additional cohort if/ when/as data is unblinded - and assuming the Phase 2 efficacy is replicated.
by ashah
Thu Nov 25, 2021 5:09 pm
Forum: ImetelChat
Topic: Sherlock Holmes and the QT interval
Replies: 22
Views: 6781

Re: Sherlock Holmes and the QT interval

Andrew Thank you as always for wonderful analysis. Quick question or rather feedback on an hypothesis. Any possibility that ventricular repolarization is mandated for ILAP? Drug Candidate effectiveness can be acceptable when considering - RWD and phase 2 days. P3 days cannot be unblinded early for o...
by ashah
Mon Oct 11, 2021 10:59 pm
Forum: ImetelChat
Topic: Real World Data Lives! So to speak…
Replies: 4
Views: 1597

Re: Real World Data Lives! So to speak…

I genuinely hope... this is the trigger for sustained momentum of news being shared with the marketplace on the drug candidate's effectiveness!
It's SHOWTIME...