ImetelChat

If you want to access the shareholders meeting tomorrow at 8 AM Pacific Time, you can go to the Geron web site to sign in before the meeting. You will need your 16 digit code that allowed you to vote. It appears they will be taking questions in real time besides those that have been submitted. Ask a...

Hi Cathy, welcome and thanks for posting. I agree the FDA is and will be scrutinizing the manufacturing process and this is often a stumbling block to final approval. I think it is inescapable that some major portion of the supply line is linked to Asia, perhaps China. (Kmall is the expert here), I ...

Hi Cathy, I think the questions you posed on YMB are good ones and perhaps some further discussion is warranted. The following is my interpretation only. The points that Dr. Scarlett and Dr. Rizzo made deserve emphasis. I think they are good news indeed but how that news is disseminated and interpre...

Austin, first off, Semper Fi and thanks for sharing your story. I recall your posting that on SA several months ago. To kmall's timeline. I always wondered if Dr. Rizzo has a non compete clause that prevented immediate employment by Geron so some employment time was spent elsewhere while waiting. It...

Kmall, you may think you are retired but your recent elegant analysis puts you at risk for recruitment as an analyst by the likes of some Wall Street giant like GS. Thank you for your contributions. Your research looks "clean" to me and despite your denials of a business background I would only say ...

Jingle, I am not sure you or Bill are correct. Yes there were older studies (like from the Okarma days) that were not fully reported and the way that data was handled was unsatisfactory as far as I was concerned as a shareholder, but a lot of the solid tumor data, CLL, MM, etc did find their way int...

Kmall, thank you for your insights and contributions as always. It would be nice to get some insights into whether the European approval process is linked to the FDA or proceeds independently. Adding more countries and multiple sites, I agree, might make international approval easier. This should be...

Kmall, I think getting clarity on the point below would be great if you can frame some questions for Dr. S. First off slide 6 of the new presentation makes the following statement: *Data on file--take a look, I could not get it to copy but basically the data on file references the statement that hem...

Kmall, from what I have seen of you, you certainly do not need my guidance! Go for it. I look forward to the day when you tell us you are buying a bigger boat...bp

The MDS oral presentation says it it embargoed until the meeting, yet we have access to the abstract. So what is embargoed? I suspect it is the MDS bone marrow data. What if bone marrow is normalizing in the TI patients? We have seen suggestions in the past but this could be the research bombshell G...

This from one of the upcoming EHA abstracts: "Among 57 pts with available bone marrow data, 19 pts (33%) had ≥1 degree of bone marrow fibrosis improvement while on study and had a significant longer OS than those who had worsening bone marrow fibrosis (HR=0.36, 95% CI 0.13-0.96 p=0.04). A similar tr...

I think it’s clear from the new presentation that Geron has shown their cards. They are going for it all: the entire gamut of myeloproliferative diseases: MF MDS —Both low and high risk, AML, PV, ET. All of it. All. Sit back. bp

With thanks to CKTC and HI and others for making the points that helped me frame this note: Dear Dr. Scarlett, I write to you in your capacity as President, CEO and Chairman of the Board with the following questions submitted for your consideration at the yearly shareholders meeting, June 5th, 2020....

First off Kmall, great posts, thank you. You hit it out of the park. And to rocky and cathy, thank you for your kind words posted elsewhere. I invite you to post here but in truth this board has been paralyzed by now over 20,000 bogus requests to register. They come from strange domains like .xyz or...

What we don't see is in looking over the general categories of competition for Imetelstat in both MF isn MDS is: wait for it-- not much. In MF there is Rux but presentations at EHA seem to lean toward Rux withdrawal syndrome or the increased incidence of secondary malignancies. Yes there is interfer...

Muskateer, Unfortunately I am not the person you are looking for but I do have a few observations to share. In MDS first off, a prestigious oral presentation confirming the durability of TI. Its major, looks to me like there is nothing close. Since we only see the abstract, I suspect we will be trea...

Anyone remember where this came from? "Four of the 13 patients (31%) who had been dependent on red-cell transfusions became transfusion-independent for at least 3 months." That's right, its from the Tefferi NEJM 2015 MF article. The one where there were CRs and PRs that was stopped before ORR could ...

Bill really, first off, as to Dr. T's Italy comments, I heard them too. It was about maybe 4 years ago and in the wake of the great Geron/Dr. T/FDA rupture. I wondered after the NEJM article how it must feel to Dr. T to be the first clinician in the world to demonstrate complete remission and bone m...

Suspect the FDA meeting to discuss potential approval/future study design for MF will come once the EHA abstracts are public (May 14). Shortly after that Geron should make the results of that meeting public, I suspect before the annual shareholders meeting. Then finalization re future development fo...