ImetelChat

I have Fable (Mythos) if you want to send me Q’s…

But all, or a whole lot, will be revealed in 4D reality in short order.

Was just coming in to post about this hire…

Really encouraging hire. The credentials (once again) top shelf, and exactly what the company needed. Just what the Doctor ordered, so to speak. Believe we saw the share incentive pass a couple weeks ago. Interesting that the quote specifies launches for ...

Interesting commentary from the ceo of SLS regarding similar chatter about their study. More effective means of public communication than a fireside chat, imo , making it relatively clear the audience that Geron is seeking. SLS also uo about 3x in 2026 …

Found it on Reddit and easily findable on x ...

Posted on the big Y but felt it’s more suitable here:::

High time for the climb. America is 250, Geron is 30, Geron has 1 approved drug indication, and 1 indication deep into Phase III, with additional indications under investigation. Geron is monetizing one market with numerous markets to ...

Ryan, I can’t agree and I don’t see it that way. What I see is trying to use every available tool at our disposal to try to understand the value of Imetelstat. AI is one of those tools. The out put of the AI thinking machines are only as good as the quality of the inputs and the depth of the ...

lol it’s just one ai talking to another , talking to another. It’s a lot of hot air imo, but thankfully H2 is a week away so we’ll know very soon…

(And i agree, if the interim readout is pushed to ‘27, that is extremely compelling, on a positive way, as well as excruciating to have to wait months ...

Where I become more skeptical

This is where my opinion differs.

1. The model assumes the Phase 2 effect will largely repeat.

The Phase 3 trial was powered assuming about a hazard ratio of 0.60, which is a large treatment effect.

Historically in oncology, Phase 2 effect sizes often shrink in ...

lol I asked ChatGPT if it still held to much lower % expectations based on this analysis (I pasted in the url), and it did:::Yes. I actually still lean closer to my earlier, more conservative assessment than to the forum author’s conclusions.

The reason isn’t that I think the author’s analysis is ...

Just finishing my thought here... Imbruvica (as PCYC's only established drug) was valued at $40 Billion at acquisition (and both conglomerates made off handsomely from their 50% stakes). Imetelstat (as GERN's only established drug) is valued at under $1 Billion currently. It may not ever be valued ...

Jist a refresher on PCYC , which I am sure most investors are hoping for a similar resolution. At the time of it’s buyout, AbbVie which purchased the company and thus 50% rights to imbruvica (other 50% was owned by JNJ) for $20 Billion, stated at time of acquisition that the drug had 60 academic ...

Less than 2 weeks away from 2nd Half, and then it’s Show Me time and all of this supposition will be moot…

In 2018 when I first started investing in Geron the life expectancy after jak failure was 7-12 months - now the jak timing has changed complicating everything - the histology will be so critical and hopefully the Mayo Clinic’s original excitement over fibrosis reversal is evident


If you’re ...

We’ll have the real deal data soon, but not soon enough…

Definitely trust Claude over Chat. I work 9-5 dealing with these models and can pretty much guarantee you Claude is superior…

Both of those Hazard Ratios would likely deliver a halt for efficacy. I remain suspect of that scenario, although it will be so so nice… either result should deliver a surge ...

It definitely is paralysis by analysis. We’ll see the real deal data soon.

Check the Oncology Nurses summation… plain and simple, this drug is helping patients. It will be approved for use, it’s a when not an if and trying to figure out when is not possible, at this juncture.

Beautiful clarity of this data from the perspective of an oncology nurse 🙏:

https://www.oncnursingnews.com/view/imetelstat-demonstrates-survival-benefit-in-r-r-myelofibrosis-vs-real-world-data#:~:text=May%2028%2C%202026-,Imetelstat%20Demonstrates%20Survival%20Benefit%20in%20R/R%20Myelofibrosis%20Vs ...

Nice, key words of all that are , “statistically significant”

What is said from the get go in an earlier thread holds with all that explanation —- trial design is saving us with/from this massive RW shift. Thanks Drs. Rizo, Feller, Scarlett and probably several others

A lot of great information. Bottom line is that the math and data analysis design they executed found that Imetelstat was indeed safe and effective, by a very statistically significant amount.

And, I’ll say again what I said at initial read of this abstract, the trial design, while excruciating ...

The DSMB's Math Problem — Reconstructing the Calculus
Step 1: What the Trial Was Designed Around
IMpactMF was powered assuming a hazard ratio of 0.60 for imetelstat versus BAT, with ~88% power at a one-sided significance level of 0.025, using a group sequential design. Taylor & Francis
The trial ...

Here's a thorough breakdown of the article and its key investment/clinical narratives:

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## The Core Study: IMbark Post-Hoc Analysis (2026 ASCO)

An updated post-hoc analysis from the Phase 2 IMbark trial has reaffirmed that imetelstat delivers a clinically meaningful and statistically ...