Two pieces of “unrelated” info?

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biopearl123
Posts: 1665
Joined: Fri Jul 20, 2018 5:13 pm

Two pieces of “unrelated” info?

Post by biopearl123 » Mon Jan 23, 2023 9:34 pm

Anyone remember the confidential SEC filings of a few years ago? I wondered why Geron would value potential income as of 2030 in both MF and MDS. My guess is that when Jansen realized the FDA would require a PIII MF study (recall that MDS was actually not part of the Janssen agreement until later) they turned Geron loose but perhaps not before the wiley Dr. Scarlett might have forged a secret agreement for them to take another look based on valuations of income as of a certain date once further data was available. So are the 2030 date and the confidential agreement related? Just putting it out there for speculation. I do think future MF study results are supported by what we already know about mutational analysis in the the PIII MDS study. I don’t want to be the guy to start with conspiracy theories but we all sort of think the ties with J and J are not completely severed and might still exist. Sure would like to know what is in that confidential SEC filing…

jingledsassy
Posts: 53
Joined: Wed Jul 13, 2016 4:15 pm

Re: Two pieces of “unrelated” info?

Post by jingledsassy » Mon Jan 23, 2023 11:18 pm

Umm I think there is 3 of those secret filings.....

rccola335
Posts: 305
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Re: Two pieces of “unrelated” info?

Post by rccola335 » Tue Jan 24, 2023 12:58 am

I think only 1 and it was in may of 2019 or 2020

biopearl123
Posts: 1665
Joined: Fri Jul 20, 2018 5:13 pm

Re: Two pieces of “unrelated” info?

Post by biopearl123 » Tue Jan 24, 2023 1:33 am

Even after the “walk” (or was it a run) J and J still was required to provide drug and also to transfer any related intellectual property including patents. That probably took some time, so a later time on the confidential agreement(s) does not bother me.

rccola335
Posts: 305
Joined: Sat Sep 28, 2019 10:00 pm

Re: Two pieces of “unrelated” info?

Post by rccola335 » Tue Jan 24, 2023 1:36 am

May 3 2019 was the CT order and was good until January 30 2024

biopearl123
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Re: Two pieces of “unrelated” info?

Post by biopearl123 » Tue Jan 24, 2023 2:31 am

Thanks RC.

Gwikley
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Joined: Thu Aug 30, 2018 9:05 pm

Re: Two pieces of “unrelated” info?

Post by Gwikley » Tue Jan 24, 2023 4:02 am

Hasn't Jansen been responsible for the production Imet for the P2 and P3? Seems I recall that being posted some place way back when.

rccola335
Posts: 305
Joined: Sat Sep 28, 2019 10:00 pm

Re: Two pieces of “unrelated” info?

Post by rccola335 » Tue Jan 24, 2023 4:05 am

I believe Geron purchased Janssens stock of Imet which was used for phase 2 and some of phase 3

jingledsassy
Posts: 53
Joined: Wed Jul 13, 2016 4:15 pm

Re: Two pieces of “unrelated” info?

Post by jingledsassy » Tue Jan 24, 2023 6:44 am

ct orders filed...5/3/2019...12/16/2016...5/26/2015...8/15/2012...4/2/2012...11/16/2011...4/13/2011...7/16/2009....

rccola335
Posts: 305
Joined: Sat Sep 28, 2019 10:00 pm

Re: Two pieces of “unrelated” info?

Post by rccola335 » Tue Jan 24, 2023 3:31 pm

I was speaking to CT orders since the separation

It is interesting that the 2016 filed when still with JNJ is in effect until 2026 - I need to look at the others later - the one from 2019 will be known within the next year

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