ImetelChat

As we prepare for this week's Executive stock option activity, a quick history lesson might aid our interpretations. First, both Melissa Behrs and Olivia Bloom have a history of exercising & selling their stock options. Therefore, the proper expectation for their upcoming decisions is for them to ag...

Hat tip to Irishtrader52 and her late husband. She's a legitimate badass, and her late husband was a courageous hero deserving of the highest respect. They were both among my earliest thoughts when Imetelstat's positive TLR were announced in January. Irish, Please know that we appreciate all of your...

Some additional information & thoughts on this topic..... Exercising a stock option when the option is in the money (i.e. share price is greater than the option price) DOES create a tax liability. For example, if the upcoming options are exercised at a time when Geron's share price is $3.30/share, t...

The following stock options are subject to expiry in the next couple of weeks: J. Scarlett......1,340,000 @ $1.50 (2/13/23 Expiration date) O. Bloom..........400,000 @ $1.51 (2/12/23 Expiration date) A. Grethlein......300,000 @ $1.51 (2/12/23 Expiration date) M. Behrs...........300,000 @ $1.51 (2/12...

I agree. We will need approval(s) before $7B is a realistic possibility. A $7B - $10B valuation may be reasonable once we have approval for LR-MDS and positive TLR for R/R MF. Good P3 data in both of those indications would make the probability of further approvals (HR-MDS, FL-MF, and AML) high enou...

For the record, I'm in favor of the self-commercialization path as well....with an ex-US partner. Basically, I hope we follow the Incyte (Ruxolitinib) commercialization approach. This path will require more time, patience, and risk. However, the long-term market capitalization potential is likely 2X...

Previously, I thought Dr. Rizo was in line to succeed Dr. Scarlett (as Geron CEO) upon his retirement. Those thoughts went out the window upon her departure. However, it may still be a realistic possibility. If Bayer were to acquire Geron, they could put Dr. Rizo in charge of a new Business Unit con...

Q: Can anyone confirm whether a drug's supply chain (distribution) plans are a required part of the EMA application? I assume such a final marketing authorization would consider aspects beyond clinical trial results. For example, who is going to supply the drug, does the drug require special handlin...

BP, Only a brief data desert as the IMPress (Imet + Ruxo) P1 data should be available in 2H23.....most likely via an ASH abstract. This data is important for some obvious & non-obvious reasons, and I'm optimistic they'll be able to identify a protocol involving the combination of TI + JAK inhibitors...

Thanks for the great research & observations. Exciting times for sure.

As my all-time favorite superhero (Al Bundy) would say.....lets rock!

Based on the available data & evidence, it seems reasonable for CML to be part of the Imetelstat discussion and/or list of future (target) indications. Adding CML to our pipeline list may benefit the value proposition of our ex-US license rights. BTW, We should start a separate discussion on the "po...

More Evidence...... Telomerase Inhibition with Imetelstat Eradicates β-Catenin Activated Blast Crisis Chronic Myeloid Leukemia Stem Cells https://ashpublications.org/blood/article/128/22/3065/113613/Telomerase-Inhibition-with-Imetelstat-Eradicates https://www.geron.com/wp-content/uploads/2022/12/Ma-...

We know SF3B1 is the primary somatic mutation associated with MDS, and (as we hoped) our recent TLR data indicated a significant benefit to patients with the SF3B1 mutation. The below language is taken directly from our recent press release. "Clinical and molecular evidence supporting the potential ...

With commercialization highly likely, I wish Geron had pursued non-dilutive financing. For example, they could've negotiated an extension of their existing loan agreement, they could've negotiated a new loan agreement, they could've approached the bond (paper) market, or they could've relied on the ...

I'm not exactly sure how the offerings play out, but there's no coincidence between today's closing price and the just announced $2.45 close of the stock offering. I believe the pricing results in one of two ways.... A) The price was pre-negotiated prior to yesterday's TLR announcement. B) The price...

BP, I appreciate with your points, but my blood is boiling at the moment. The immediate secondary offering has me feeling like a big 'ol lollipop (sucker) right now.....duped again. Dr. Scarlett had previously stated they had funding to get through the MF trial, and I felt the next batch of funds wo...

You're not alone with your concern(s). We just hope that what we don't know (yet) justifies the hiring actions. As I mentioned the other day, the fact they (we) are actively hiring for MULTIPLE "commercial" roles at this stage is a compelling & hard to ignore data point. At a minimum, the COO should...

BP,

I’ve been watching Geron’s patent filings this year, but there haven’t been any new applications involving an oral formulation. I’ll advise if/when I see something on that topic.

FYI.....We both know that last time (2018) those with confidence and/or inside knowledge chose to sell the shares "short" which is different than buying puts. I believe our shares sold "short" percentage is still low at this point. If a person had sufficient confidence and/or specific knowledge of a...

Hey BP, I'm not an expert when it comes to options trading, but I'll give you my interpretations. Yes, buying "puts" is done when a person (or entity) believes the stock price is going to drop, or as a hedge (against a long position) in case the price drops. Conversely, one would purchase "call" opt...