ImetelChat

My first thought, or at least hope, was that it is another poison pill. The size of the shelf is extreme.
At least he didn't say they could use the money to buy another company.

I spent some time on Copilot digging into this. Unfortunately, for a phase 1 trial for a niche disease, this seems to be normal.
Very restrictive criteria to get onto the trial, with limited funding to support it. Large time scale to allow them to wait for the exact people to filter through.
Phase ...

Considering the previous behaviour of the FDA and current changes in staffing at the FDA and tariffs, etc, geron really needs to embrace ex-US.
I don't mean just for sales either. Trials in countries where the cards aren't stacked against them, or take 5+ years to be worked through. If the results ...

Ryan, you are far from the only one feeling dispondent.

At this point, even a buyout at $5 would be, well, maybe not welcomed, but at least mean that I could take the lessons learned here and invest in something that actually follows normal rules.

Did the fireside chat on September 4, Wells Fargo Healthcare Conference, actually happen?

Normally, you can watch it on the day, and so far not seen any links or reports.

In normal times, I would agree that growth in the next quarter would be vital
However, if for whatever reason, they are less than stellar, I wouldn't assume they are a zombie company just yet.

Hopefully, the 500m in the bank can carry them through to the next set of results, which should justify a ...

I am still confused on what to make of the conference call and hence which way to vote.

I suppose I am rather naive to have expected a decent explanation of recent events, but the way they mentioned the supply chain problems and lackluster sales just left me asking which one was it. Clarity on the ...

From chatgpt ofc, I have followed other biotechs with less worthy drugs and they ended up using cro's for market access. From the call I didn't get any sense of excitement from mentioning europe.

Potential Ex-U.S. Partnership Options for Geron
Global Pharmaceutical Companies: Geron could consider ...

My trading platform in the UK is finally allowing me to cast a vote. While I have been burnt by protest voting before I can completely get behind your sentiment. Hopefully the share prices does something to recover in the next month.

Excellent letter.
I hope that you get an effective response. If not, why do none of the analysts in the calls ever raise this issue?

In the Cowen conference call, I listened for one bit of information, which was unfortunately mentioned. Medicaid being a sizable portion of the referrals.

Unless we have a political shift and some sanity is imposed quickly it would be safe to say that earnings for the next 1/4 or 2 may be missed ...

Chips answer to the EU question in the call was woeful. No answer on why approval is late, although we are still in the 1st half of 25, but we all know it should be done by now.
At this stage, more information on commercialization in the EU should of been forthcoming, instead of "we are 90% focused ...

I was panicking about the same thing. It was showing a 10% drop in institutional ownership. Abit of research later shows that is could be awful, or just down to different reporting dates of different type of holders.
Considering the huge volumes of the last few months maybe it isn't, yeah I've given ...

Random thought and question to chatgpt.

Is there a particular day of the week that the decision is announced?

ChatGPT said:
Yes, the European Commission (EC) typically announces its drug approval decisions on Fridays.

This follows the CHMP’s positive opinion, which is usually adopted during their ...

Regarding politics, apart from an increase in evening drinking and popcorn, and maybe an uptick in stress meds, debate isn't going to get any of us very far.

The only thing I can see coming from this politics is delay. Less people in the FDA, even if its bigly great in the long term is awful in the ...

From Chat GPT, the min number of days was 30, they can go up to 67 days legally.
Since we had the holiday season in the middle it will probably add a week or two.

However - The 67-day timeline for the European Commission to adopt a decision after a CHMP opinion is counted in calendar days, not ...

For the UK, the office is only the address of the accountant, it's not a Geron office. Its just somewhere to send the post.

However, if you want a bit more detail you can always have a look here.
https://find-and-update.company-informa ... ng-history

Viewing the lack of UK movement in a positive light. I am assuming that it would be part of a Buyout or ExUS deal.

The reality is more likely that the NHS has no cash and JS would be retired before NICE gets the paperwork done.

Healthcare over here is going through quite a bad time at the moment.

Its a good job that Geron issued the announcement about chmp. I am still subscribed to the page for updates and today they put the july minutes online.

After CHMP it's another 67 days before the EMA usually give their decision.

https://www.ema.europa.eu/en/documents/ ... ncy_en.pdf