ImetelChat

Kudos to the clinical trial patients.
Kudos to the company and its executives for their perseverance.
Kudos to the BELIEVERS!

May the good forces always overcome the obstacles

May the Force be with you.

The second no was from a Statistician. Interesting - since the primary and secondary end points were met. Yet the stats expert voted No.
A conundrum. If the recommendation is a NO after previously agreed upon endpoints are met ‐ how will the pharma industry ever develop drug? What is the point of ...

12 yes
2 no

Very entertaining... worst fear than any horror movie I have seen. Would have been perfect... except this is real life, impacting real patients and real families.
I am ashamed at the incompetent FDA members and the panelist who voted no. May their family and friends never get this disease.

Concur.
I don't think this is FDA vs. Geron.
Rather, I think it may be a symptom of "measure twice, cut once".
IF we go back in time, ... VEGF, Avastin, etc... the development process was very challenging.
New MoA, unknown long term effects, and potential broad spectrum use. I would suspect that ...

So i am, similar to other folks, who have used chat.openai.com, am tremendously impressed. No two ways that it is a big step in the right direction of more intelligent machines, and better processing of data. For writing poems, or searching contents - it's a tremendous time saver.
However, we have ...

All
Saw the movie "Dumb Money" last night. Anyone concerned with GERN stock price... should most certainly watch that movie.
The movie is about the GAMESTOP company and stock, but I believe that in nutshell, the resemblance to Geron may be relatively obvious.
Good luck to us about next few months ...

GERN share stats


Total shares outstanding - 450M, give or take.
Average volume of trades shares - between 4 - 8 million shares (1-2%)
Short positions - 5%.
Source; yahoo finance.

So the question is... what if any defense is even possible? Remember that shorts could have accumulated the shares ...

Thought I would share my 2 cents on the prior discussion about GERON up to its old tricks again, especially with the delayed trials...etc.
Of course a disclaimer, it is difficult to speculate from the outside, but what the heck...its fun to just explore realms of possibility. So here it goes ...

Absolutely... and not to mention the proverbial... dig well BEFORE YOU ARE THIRSTY philosophy.
In this case... having option to raise funds and commercialize our, OUR, own drug (THANK YOU JNJ) is incredibly powerful during negotiations with potential partners.
So as investor we take short term hit ...

All
This is not an accurate sentiment in my opinion.
Assume that this is a $365 M dollar revenue molecule. This means even a day delay is a million dollar impact. Furthermore if the message - commercial or marketing or same or payer/ value e.t.c is sub-optimal, the long term impact is high. And ...

I am on a vacation with limited voluntary work or outside connections... so pardon specificity. However some recent postings have suggested frustration regarding reduced emphasis on partnering. Similarly, lack of such deal, especially with senior leaders in the company rightfully and logically raise ...

How I wish I could see and visually assess Dr. Scarlett's confidence (and smile) tomorrow - as they present at Stifel 2022 Healthcare Conference in New York City on Tuesday, November 15, 2022 at 10:55 a.m. ET

My predictions:
1. We may see movement on the UK regulatory front... now that the P3 data can be unblinded.
2. We may likely see the Top Line Results within next 45 days. Especially if the data has been cleaned up along the way, and database is ready for locking soon.
3. We may see regulatory ...

An hypothesis.
Why expanded Loan NOW!
we have known that the interest rates are going up soon... why not exercise the option earlier?
Could the current timing be correlated to UK Application?

Question for folks on the science and medical side.
Would Imetelstat help with the circulating tumor cells?

Someone very close was recently Dx with late stage terminal bladder cancer which has metastasized to bone and lungs. Rightfully, the Oncologist is leaning on Pembro immunotherapy.
I would ...

Andrew, Wasn't this study one which proceeded after discussions with the FDA?
If so, then the new additional analysis, in the middle of the P3 trial proceeding seems unusual.
However, if there is "new" player who wants additional data - which prior FDA discussions did not particularly pre-specify ...

Andrew,
Excellent news and information. Thank you.
I will repost a hypothesis postulated a few weeks ago.
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Andrew
Thank you as always for wonderful analysis.
Quick question or rather feedback on an hypothesis.

Any possibility that ventricular repolarization is mandated for ILAP? Drug ...

Any stats expert on the forum?
Would be very interesting to postulate the P value of the additional cohort if/ when/as data is unblinded - and assuming the Phase 2 efficacy is replicated.