Shareholder Meeting (Questions)

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Hoosier Investor
Posts: 253
Joined: Thu Jun 18, 2020 5:48 pm

Shareholder Meeting (Questions)

Post by Hoosier Investor »

FYI....I've submitted the following questions to Geron investor relations for the upcoming shareholder meeting.

1) In Part 1 of the IMpress study, ~30% of the patients met the criteria for "Stable Disease". Could a "Stable Disease" outcome translate to an OS benefit in this patient population?

2) As a "Ferroptosis Inducer", will we see Imetelstat evaluated in combination with other oncology drugs which are known to be "Ferroptosis Inhibitors"? Do you see significant potential in such an approach?

3) A new oral telomerase inhibitor (Compound #2) was disclosed within PCT application WO2024168165A2. The published pre-clinical results for Compound #2 appear to be very promising. Is Compound #2 our long-awaited IMET2.0 formulation? When can we expect to hear more about Compound #2?
biopearl123
Posts: 2591
Joined: Fri Jul 20, 2018 5:13 pm

Re: Shareholder Meeting (Questions)

Post by biopearl123 »

HI, thanks for getting this started. Again we face the iron wall that prevents actual personal interaction with management during a shareholders meeting and are relegated to submitting written questions. In the past some of my questions have been ignored or glossed over with no opportunity for clarification or follow up. I have no reason to believe this year will be any different and we will hear only what they want us to hear with no opportunity to challenge. I can only hope that Ms. Bir will honor some form of transparency. Remember the year Geron actually hired a consultant to moderate (and I mean moderate) the questions? Anyway lets add to the list:

Please clarify the company’s current view of the applicability of Imetelstat to B cell diseases.
Please clarify why Dr. Bruedigham’s ASH presentation was not made available for review on the Geron site in contrast to every other presentation made at last year’s ASH
What is Geron’s current view of the problem of minimal residual disease and how might it be addressed in the future
Is there any chance the DSMB could stop the IMpact study early? If it were to occur, how would the FDA view such an event?
Please discuss the issues that have resulted in continued changes in projected timelines for the IMpact study.
Are previous financial losses accrued over the past several years able to be applied to offset future tax liabilities?
Please discuss the potential impact of tariffs on Geron’s supply line and cost management

Just off the top of my head tonight, will probably come up with a few more after the earnings call and review of EHA abstracts (embargo rules apply).
Hoosier Investor
Posts: 253
Joined: Thu Jun 18, 2020 5:48 pm

Re: Shareholder Meeting (Questions)

Post by Hoosier Investor »

I forgot to ask about UK approval plans/efforts for the LR-MDS indication. I’ll leave that question for someone else (kmall?) to submit.
biopearl123
Posts: 2591
Joined: Fri Jul 20, 2018 5:13 pm

Re: Shareholder Meeting (Questions)

Post by biopearl123 »

HI, I can ask it. I also am adding:

Given Dr. Bruedigam’s work that showed sustained reduction in AML blast cells from 99% to 1% (but not undetectable), in ven/aza/treated lab animals, once survival data is available, is long term suppressive therapy of this type a feasible alternative to seeking “cure” in the clinical setting?

Given Geron’s extensive IP, what future areas of development not currently active can we look for in the future?

What is the status of partnership/acquisition talks in the US and abroad?

With the proven selective decrement in myeloma stem cells with Imetelstat treatment, why has this disease proven so difficult to approach?
kmall
Posts: 1024
Joined: Thu Mar 21, 2019 3:57 pm

Re: Shareholder Meeting (Questions)

Post by kmall »

Bp - they just hired ANOTHER Regulatory employee in the UK.....wonder what the eff they're waiting for ??!!!???? -Kmall
biopearl123
Posts: 2591
Joined: Fri Jul 20, 2018 5:13 pm

Re: Shareholder Meeting (Questions)

Post by biopearl123 »

Got it. Add:

What is the status regulatory approve and planned sales in the UK.

Given the history of the company’s history of deflecting direct interaction with shareholders and limiting the opportunity to ask questions only I written form to once a year for a limited period of time, do you think the board should alter and improve shareholder access?
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