ImetelChat

Dear Geron Investor Relations, I have written two courteous notes to you with a follow up note to be sure they had been received. I asked straightforward questions which I think in anyone’s book could not have been considered inappropriate.I identified myself as a physician and moderator of this board. If you couldn’t or wouldn’t answer the question for whatever reason you might have had, common courtesy would dictate at least some acknowledgement of receipt. In the past many stockholders have complained about not having anything approaching some respectful acknowledgement that we even exist. I was hoping you might break the mold. The new management team has given us renewed hope for this company; one that is interested clearly in building better relations with industry, patients and physicians and one that would foster transparency with shareholders.I think the new leadership knows the recipe for success and that recipe includes good relations with shareholders. I am forced to conclude that Harout does not know that you ignored a reasonable inquiry from a physician who is also (on most occasions) a representative of the small group of investors that frequent this board. I am hopeful that he reads this board and can take the matter up with you. In general this board has been very supportive and interested in all things Geron. I hope this will serve as a letter of introduction, Sincerely, xxxx,MD, Moderator of Imetelchat

Well said, Biopearl! I never got any response either when I asked about Dr. Feller.

If management was obliged to sign a non-disclosure agreement, that might explain their behavior. They seem to feel the need to keep their strategies secret, and perhaps they’re right to play this hand close to the chest. I can only speculate. December 1st we will find out if we filed any late breaking abstracts at ASH. We haven’t long to wait.

eedylemon, definitely worth giving them the benefit of the doubt. They certainly can’t divulge any information beyond the titles of the abstracts at this point. I look forward to Dec 1st also.

MG to add to your AI analysis:

if the interim (35% mortality) shows a very clear os benefit but does not cross the formal stopping boundary, the sponsor isn’t allowed to stop the trial… but the fda can still act on the data.

the key distinction is:
• trial stopping rules are internal, statistical, pre-specified.
• regulatory decisions are external, medical-judgement


Geron has guided that they expect the study to proceed to the final analysis (50%-at second half 2028), this is not necessarily a bad thing since the last 2 years adds a lot of longevity data and interestingly the study might not actually be allowed to stop if certain pre planned criterion are not met at interim, but the study still shows strong data. The question (very tenuous at this point) is what would the FDA do with good interim data that was not overwhelming until final data accrues.