ImetelChat

From K8 filing today (11 January 2016):

Geron Corporation (the “Company” or “Geron”) will be providing financial information about the Company’s cash and investment balances as of December 31, 2015 in the Company’s presentation handout to be utilized in various meetings with securities analysts and investors during the J.P. Morgan Healthcare Conference from January 11, 2016 through January 14, 2016. The aforementioned financial information is included on slide #3 of the presentation handout, as furnished in Exhibit 99.1 to this Current Report and is incorporated herein by reference.

In addition: as of 12/31/2015 Geron has $146.7M in cash and investments, and no debts.

Fisher, the timeline is long and there is no hint as to timing of 65 M milestone. One wonders what financial events can be anticipated in 2016, could be a long year with the time line clearly geared toward 2017 events. Only thing I see hopeful over short term is non company sponsored CNS tumor trial scheduled to end in Feb. and institution of AML trial which will generate interest and maybe a milestone. This is a time to find internal peace and patience, as if every year for the past 20 has been any different! BTX seems to be suffering too. After so very long it is hard to believe we are still so very early in the game. Best wishes for a Happy and Prosperous New Year, bp

Bio, agree, long way to go. But there are more potential events that can trigger PPS, such as positive results about efficacy and safety as soon as the Part 1 IMerge read-outs. And not to forget potential fast track...

btw: this is the link to the timeline slide: http://www.sec.gov/Archives/edgar/data/ ... -10014.jpg

I will come bakc on the 65 mln milestone payment, in order to have a closer look on what is stated about that in the cooperation agreement.

Here is a link to the presentation of Dr.Scarlet today at the J.P. Morgan Healthcare Conference:

http://www.sec.gov/Archives/edgar/data/ ... it99-1.htm

and a link to the full archive of todays Geron SEC K-8 Form filing: http://www.sec.gov/Archives/edgar/data/ ... 416004051/

I would say: pretty solid, no signs of deviations from the plans as presented since the beginnging of the JnJ cooperation. Some observations:
- AML is steady on the list of next trials, to start this year. AML is a large market with unmet needs. That means new 2 important indications which are not yet calculated into Gerons potential market; AML is a killer. Hematologists from all over the world will start keeping their eye on imetelstat once it shows survival benefits for AML patients (probably in combo).
- 'primary indications': they most likely have a list of secondary indications under the hood
- strong financial position: 147 mln in cash, no debts, self-funding of imet development through JnJ cash flow
- transformative potential of imetelstat confirmed
- there has not been a new drug approval for MDS in 10 years
- imet seems to be safe
- primary endpoints of IMerge reflects the 'current VALIDATED regulatory pathway'. This looks like approval is very likely if Part 1 read-outs are positive.