Search found 107 matches

by sargasso
Sat Feb 25, 2017 7:36 pm
Forum: ImetelChat
Topic: Tefferi's patent 14 May 2015
Replies: 17
Views: 7430

Re: Tefferi's patent 14 May 2015

This appears to be the same patent, correct? http://www.freshpatents.com/-dt20170223 ... 051287.php In any case this patent in some respects presents an overview of the entire imetelstat program. The information contained therein in my opinion is encouraging.
by sargasso
Thu Feb 09, 2017 7:56 pm
Forum: ImetelChat
Topic: Why the AML trial didn't start in 2016
Replies: 9
Views: 4292

Re: Why the AML trial didn't start in 2016

This video is linked on the YMB. https://www.youtube.com/watch?v=Es_gS0XKV3w It was was published in Sept. 2015 so it is somewhat dated and you may have already viewed it. Nonetheless, the information presented in this video and others like it is the primary reason I continue to hold GERN. What othe...
by sargasso
Fri Feb 03, 2017 7:13 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

BP, Ha! Very good, bp! You raise the interesting possibility that Scarlett has engaged in a fake tell in order to keep players sitting at the table: “When a player fakes a tell, he is deliberately displaying it to get the attention of the observant opponents who are looking for tells. Fake tells are...
by sargasso
Thu Feb 02, 2017 7:03 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

I have been thinking again about Scarlett’s statement during the Q3 CC that they plan to make a “regulatory submission” at the end of the second quarter, 2017. I find that statement intriguing. It seems fairly obvious Scarlett would not make this public announcement unless he already has data that w...
by sargasso
Thu Jan 19, 2017 4:14 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

biotech-bs,

That is an interesting speculation. It did not occur to me that Scarlett might be referring to the EMA.
by sargasso
Wed Jan 18, 2017 6:07 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

Fisher and biotech-bs,

I agree w/ your observations. There would be no point in sharing this data w/ the FDA if all it contained was negative information. I see this planned submission as a positive development.
by sargasso
Mon Jan 16, 2017 9:16 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

BP, I just listened again to part of this presentation: Title Q3 2016 Geron Earnings Conference Call Date and Time Thursday, November 3, 2016 1:30 p.m. PT Scarlett states at least twice in this conference call that GERN/Janssen intend to submit data to the FDA at the end of the 2nd quarter, 2017. He...
by sargasso
Mon Jan 16, 2017 6:52 pm
Forum: ImetelChat
Topic: Why I think April is a possibility
Replies: 25
Views: 11419

Re: Why I think April is a possibility

BP, GERN states that it will supply to the FDA all of the clinical data it has at the end of Q2, 2017. I am in the habit of asking simple (simplistic, simple-minded?) questions on this board so I will ask another: What is the purpose of this submission? What does GERN wish the FDA to do w/ this info...
by sargasso
Fri Jan 13, 2017 9:05 pm
Forum: ImetelChat
Topic: luspatercept/Acceleron/Medalist
Replies: 8
Views: 5657

Re: luspatercept/Acceleron/Medalist

This is what IMET is up against in the present MF trial: “The long-term outcome of ruxolitinib therapy in MF was recently reported and disclosed a very high treatment discontinuation rate (92% after a median time of 9.2 months) and the occurrence of severe withdrawal symptoms during ruxolitinib trea...
by sargasso
Mon Jan 09, 2017 8:23 pm
Forum: ImetelChat
Topic: Reading tea leaves and errors of omission
Replies: 13
Views: 6668

Re: Reading tea leaves and errors of omission

I mean not to belabor the point, but suppose an ideal MF trial of IMET involved intermediate or high risk MF patients not previously treated with a JAK inhibitor…so this would involve a direct comparison between IMET and Jakafi. How are you going to find such patients since so many of them are alrea...
by sargasso
Mon Jan 09, 2017 5:53 pm
Forum: ImetelChat
Topic: Reading tea leaves and errors of omission
Replies: 13
Views: 6668

Re: Reading tea leaves and errors of omission

I’m wondering if there was not another practical reason for the structure of the present GERN/Janssen MF trial: lack of patients who have not been previously treated with Jakafi (ruxolitinib). As observed in this dated article concerning momelotinib: “Gilead has acted in all speed, rapidly opening P...
by sargasso
Fri Dec 30, 2016 9:09 pm
Forum: ImetelChat
Topic: Reading tea leaves and errors of omission
Replies: 13
Views: 6668

Re: Reading tea leaves and errors of omission

Here’s the corollary to my previous question: How many MF patients in the present trial have to respond positively to IMET in order for JNJ to wish to continue the present partnership w/ GERN and bring the drug to the market? What magical number makes this enterprise worthwhile and profitable to JNJ...
by sargasso
Fri Dec 30, 2016 6:46 pm
Forum: ImetelChat
Topic: Reading tea leaves and errors of omission
Replies: 13
Views: 6668

Re: Reading tea leaves and errors of omission

I’m not quite sure how to intelligently ask this question. (When one asks very basic questions it’s easy to appear idiotic.) Whatever. Here's my question: Is it easier to gain approval from the FDA w/ regard to a new drug without which patients face a future with no treatment options and a very shor...
by sargasso
Tue Dec 20, 2016 3:37 pm
Forum: ImetelChat
Topic: Questions I continue to have
Replies: 12
Views: 5630

Re: Questions I continue to have

BP, I understand what you are saying. You (and it would appear many other investors) have been in this stock a long time. I am relatively new to the stock. Another four months (give or take) and we will hopefully have some answers. I am somewhat concerned that GERN/JNJ may have set the bar too high ...
by sargasso
Mon Dec 19, 2016 11:00 pm
Forum: ImetelChat
Topic: Questions I continue to have
Replies: 12
Views: 5630

Re: Questions I continue to have

Words I attempt to keep in mind while waiting for hard data from GERN:

"Throughout all my years of investing, I've found that the big money was never made in the buying or the selling. The big money was made in the waiting."

- Jesse Livermore
by sargasso
Tue Nov 22, 2016 12:12 am
Forum: ImetelChat
Topic: Competitive threats to imetelstat
Replies: 6
Views: 4777

Re: Competitive threats to imetelstat

Fisher, Your response is appreciated. Your post is in accord with my own understanding of the competitive landscape. These continuing delays w/ regard to imetelstat are hard to take. Like any investor I wish to see a return on my investment and the sooner the better. I also wish to see this drug ava...
by sargasso
Mon Nov 21, 2016 6:51 pm
Forum: ImetelChat
Topic: Competitive threats to imetelstat
Replies: 6
Views: 4777

Competitive threats to imetelstat

Here comes another of my exceedingly simple questions. We are now aware that momelotinib performed poorly in clinical trials. https://endpts.com/gilead-racks-up-another-rd-setback-as-myelofibrosis-drug-flounders-in-phiii/ so my question is: what is the main competitive threat to imetelstat? Is there...
by sargasso
Sat Oct 29, 2016 9:38 pm
Forum: ImetelChat
Topic: MDS study updated
Replies: 5
Views: 3783

Re: MDS study updated

BP, I appreciate your post. There seems to be a fair amount of pessimism at the moment on the SA board about GERN. Based on what? The drop in the share price? Why should I be concerned about the day to day or week to week share price of this company? Of what relevance is that to me as long as the ba...
by sargasso
Mon Oct 10, 2016 7:53 pm
Forum: ImetelChat
Topic: Geron patents
Replies: 22
Views: 13101

Re: Geron patents

BP,

One of these days, as GERN draws closer to approval, we are going to have a serious discussion about what this stock is worth and what a reasonable takeover price would be. I believe that will happen and I believe that will be a very interesting discussion.
by sargasso
Sat Sep 17, 2016 7:25 pm
Forum: ImetelChat
Topic: The MDS market
Replies: 7
Views: 3843

Re: The MDS market

BP,

In fact, we’re all wrong. Imet is actually an extremely effective cure for Alzheimer’s disease but the market has yet to realize it since GERN is keeping it a secret.