ImetelChat

A quote from the article 'Will JNJ raise its dividend in 2016?' by Sean Williams, Motley Fool 19 Dec 2015 A collaborative touch The last piece of the puzzle for J&J, and somewhat an extension of the pharmaceutical segment discussion above, is that it has been outstanding when it comes to forging col...

From jwjmurphy (YMB, 19 Dec 2915) "Smart hedges covering. Hedged all along now they own the stock!!! No choice really. see one MM on both sides the trade with 10,000 bids/asks one penny apart! But today, often 2 whole big pennies apart, rare. Then covered at close and later cause the game is up. The...

Yesterday (Dec 18) the volume was almost 10x higher than average. AH only was 5 mln, yet without significant price movement. What happened? Who were sellers and who were buyers? How can shorts cover (if they did) without moving PPS up more significantly than it did based on such volumes? Any thoughts?

From sdrawkcabeman (YMB), 18 Dec 2015 Genmab announced a partnership with Janssen for exclusive worldwide development and manufacture of Daratumumab on Aug 30, 2012. Breakthrough therapy announced on May 1, 2013. Approval in Nov 2015, 3 years 3 months from the partnership announcement. Geron announc...

Panel interview at YouTube with Ruben Mesa (Mayo Clinic Scottsdale) and Bart Scott (Fred Hutchinson Cancer Research Center) about progress in MPN research and treatment options. 15.22: Rubin Mesa mentions imetelstat 18.07: Bart Scott mentions imetelstat in the context of promising drugs that seem to...

Under the terms of the Collaboration Agreement, Janssen is not obligated to make any additional payments to us until it makes an affirmative Continuation Decision following the results of the IMbarkTM Study, or, if the IMbarkTM Study is terminated early or suspended for an extended period of time, w...

From the 10Q in August, just to have all the formal information. In the event that Janssen elects to continue to maintain its license rights and advance the development of imetelstat in any indication within the applicable timeframe set forth in the Collaboration Agreement (such election, the Contin...

Interesting article about telomeres, telomerase, cancer and imetelstat. Some quotes: 'Telomerase balances the telomere shortening that occurs during cell division by adding telomere repeats onto chromosome ends. While the enzyme exists at very low or undetectable levels in normal somatic cells, it i...

from Yahoo MB:

'John back from Mayo again. Continues to do well. Everyone at Mayo in good spirits.'

I_B_I, thanks for your reflections. From a business point of view the 25% higher prices for a 1 year of imetelstat treatment is nice, from a societal point of view we may run into some trouble... But that is, I believe, beyond our reach. However, pricing is a strategic choice. We have this phenomeno...

Hi irish, great to have you here! I am so happy John is going well. He seems to be responding exceptionally well! Yahoo has become a strange place. Not because of all the speculation, but more because of the manipulation and constant bullying. Multiple id's have destroyed credibility. Let's make sur...

There are people who think that it will remain silent for months from now. Although we don't see any scheduled events, I am not so sure about that. JnJ and Geron are not sending out PR's on any occasion, while Dr.Scarlett seems not be over-promising. That doesn't mean that there are no dynamics unde...

On 17 September we have seen the article on SA titling "Geron: Calcualting the Potential Value Gap". This was a nice attempt to provide rationale for a potential value gap and to quantify it. In the meanwhile we know more, so there may be some parameters which we now can fill into this calculation. ...

Here are some interesting comments by Phil from SA: "Very nice article that is logical and straightforward. I noted the same algorithm in my articles in GERN and felt that algo was a primary basis for JNJ's interest (and hence my interest) in the name. If you actually look at the algo and input numb...

Some quotes from SA article: JNJ is now one of the world's fastest drug developers. Since 2009, JNJ has enjoyed the most FDA approvals of any company, launching 14 new drugs that generated cumulative sales of $18.7B through year-end 2014. The company expects an additional 10 new product filings by 2...

In Europe we have the EHA 2016 - The 21st European Hemathology Association Congress (Copenhagen, 9 - 12 June 2016). Would be good to make an overview of events up to July 2016.

This presentation is dated 20 May 2015. But I just found the presentation to be so comprehensive and important that I made it available through https://imetelstat.eu/commercial. It is a PDF (19 MB, 254 slides!) which downloads directly when you click on it. If it doesn't open you should get it from ...

In a strategic partnership the complementary aspects of the cooperation are the basis of any successful partnership (one of the things I once learned at INSEAD...). In order to start a discussion I try give my views on how Geron may want to keep its cooperation with JnJ successfull and sustainable. ...

Phil: agree with your observation. Dr. Scarlett didn't become too frenzy about it, probably because formally TI is not primary end point. But he clearly stated that they will measure everything they could in order to indicate the depth and nature of the responses. Clearly TI is a major one, in fact ...

Dear all, thanks for joining this board. I highly value you as being members of the first hour! We'll try to keep this MB clean and honest. Hopefully it will become a place where people with various interests and backgrounds feel comfortable. There are some things that are important in making this p...