ImetelChat

Law101 will teach you that you can’t contract away negligence. A reputable & widely followed site such as Yahoo Finance has a duty to fact check the information it makes publicly available… especially when it’s organically generated. Again, I encourage someone to do a screen grab showing the ...

It seems Yahoo would bear some litigation risk/exposure for posting inaccurate information.... especially when the information is of material importance to a publicly traded security. Someone should do a screen capture of the yahoo finance page and send it off to the class action attorney(s) who ...

I see the CT update/changes as a positive.

It's a Geron sponsored trial, and it appears they're moving it along....for the sake of cost savings & completion time. Don't waste time & money studying other JAK inhibitors (besides RUX), no longer recruiting/requiring Part A, opening the enrollment up ...

Geron's recently completed IMpactMF clinical trial record still lists Faye as the Study Director. If she were no longer with the company, they would've likely updated that aspect of the record (as well).

https://clinicaltrials.gov/study/NCT04576156?term=imetelstat&aggFilters=status:act%20rec%20not ...

FYI....

Geron has received a "Notice of Allowance" from the USPTO for the sequential combination of Imet + Ruxo as treatment for MPNs. The granted claim (forthcoming) is shown below. It has resulted from Geron's US patent application US20210269807. The independent claim aligns with our current ...

BP,

Thank you for your efforts to summarize & share information from the recent Q&A session. I agree with your assessment relative to the questions that I submitted for response. More specifically....

1) It seems to me that "Stable Disease" classification would be indicative of response ...

It belongs to Geron.

It’s associated with (tied back to) a provisional application that was first filed in 2011…when Sergei was still a Geron employee. That’s why Geron still has rights to it.

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.

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 ...

I suspect management is quite busy explaining the situation to our institutional investors….many of whom established their positions in the 4s.

A while back, we did a capital raise with six (6) different investment banks involved in the process. The stock price dropped in advance of the announcement... likely because some of the people in the know (numerous) told others (friends, relatives, etc) who could trade in anticipation of the news ...

Lacour,

Per the trial protocol, the criteria of the European LeukemiaNet (AML) were used to define AML responders. The 2017 ELN criteria (link below) indicates a period of stable disease should last at least 3 months along with an absence of CRMRD−, CR, CRi, PR, MLFS; and criteria for PD not met ...

In my opinion, the results will be presented at the year’s EHA meeting. The abstract timing aligns nicely and it will make for a nice study & presentation for Uwe to share with his colleagues.

As a reminder, about 30 percent of the Part 1 patients achieved “Stable Disease”. Could a “Stable Disease ...

Geron management should be careful about agreeing to a huge price reduction in order to gain EU/EC approval. Such EU price reductions have been generally understood and tolerated in the past, but the rules of the game may be changing in the future. More specifically, will a significantly lower drug ...

Maybe he was going for a board seat....

Perhaps we're seeing the 1st step of a heavy-handed price negotiation process. Instead of approving the drug based on its merits and then informing the applicant they will need to negotiate prices with one (or more) of the EU member nations, it appears the EU nations may have bundled their ...

I believe the FDA rule is one 5-yr extension per drug. As a result, Geron can extend one (and only one) of their patents for an extra 5 years. Thus, they could extend their COM patent to 2030, or the method of use patent (which covers both MF and MDS) until approximately 2038.

Last year, Geron ...

BP et al

I've been following along with the USPTO examination (prosecution) of the Imet + Ruxo patent application. It has been dragging out for a while now. Geron started out trying to get broad coverage on the combination of a telomerase inhibitor in combination with a JAK inhibitor as a treatment ...

We've been getting more IP questions as we neared (and entered) commercialization. Given the importance, I'd say the trend will continue. I haven't reviewed the linked article in detail, but a general/generic summary doesn't mean much to me.

In my opinion, the value of Geron's IP portfolio comes ...

Lymphoma publication from 2022....
https://ashpublications.org/blood/artic ... etelstat-a