Two pieces of “unrelated” info?
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Two pieces of “unrelated” info?
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…
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Re: Two pieces of “unrelated” info?
Umm I think there is 3 of those secret filings.....
Re: Two pieces of “unrelated” info?
I think only 1 and it was in may of 2019 or 2020
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Re: Two pieces of “unrelated” info?
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.
Re: Two pieces of “unrelated” info?
May 3 2019 was the CT order and was good until January 30 2024
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Re: Two pieces of “unrelated” info?
Thanks RC.
Re: Two pieces of “unrelated” info?
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.
Re: Two pieces of “unrelated” info?
I believe Geron purchased Janssens stock of Imet which was used for phase 2 and some of phase 3
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Re: Two pieces of “unrelated” info?
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....
Re: Two pieces of “unrelated” info?
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
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