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Nasser Khraishi

 
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  • Geron's Risk/Reward Profile Improves As Near-Term Uncertainty Ends [View article]
    Congratulations, everyone.

    This is the type of deal that I thought we would have gotten earlier this year, before the additional shares were issued. I guess GERN's history then did not make it possible.

    Let us see who has the size to bully JNJ!
    Nov 14, 2014. 05:33 AM | 4 Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Congratulations folks on lifting the hold.

    The FDA finally acknowledged what was said all along, "if you are going to die of MF anyways, then what is a little elevation in liver enzymes?"

    I guess the FDA finally bought the argument that Geron is not planning to treat ET any time soon.
    Nov 3, 2014. 09:56 AM | 3 Likes Like |Link to Comment
  • Geron: Best Buy In The Market [View article]
    Thank you for an excellent article Phil.

    I did enjoy reading it, but unfortunately things are far too hectic as I have started a new project and it is taking all the time for the past few weeks.

    Like most, still waiting for (and puzzling over) the FDA hold! Not clear what the Feds are thinking about, but let us hope our tax money is well spent on protecting us from and flushing out the ills of telomerase inhibition so that when Imetelstat is finally up for approval, at least they can save the dying some waiting time!
    Sep 23, 2014. 01:02 PM | 4 Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    AHRBV seems to be Asterias Biotherapeutics, Inc.'s BB symbol.
    Jul 21, 2014. 09:08 AM | Likes Like |Link to Comment
  • Geron Set To Explode As FDA Releases Partial Clinical Hold On Imetelstat Myelofibrosis Trial [View article]
    My GERN is in an Interactive Brokers account. This was the IB broker alert of an impending action. It showed up at end of day Friday. The "effective" date for Asterias $GERN split is Tuesday.

    On Bloomberg: ASTERIAS BIOTHERAPEUTICS INC (0759048D:US) is unlisted.
    Jul 19, 2014. 05:32 PM | 2 Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Finally done. Relating to Asterias, Tuesday is it: $GERN announced a spin-off effective 20140722. The terms of the spin-off are 417 : 10000.
    Jul 19, 2014. 05:50 AM | 1 Like Like |Link to Comment
  • Geron Set To Explode As FDA Releases Partial Clinical Hold On Imetelstat Myelofibrosis Trial [View article]
    Looks like it is finally done. Relating to Asterias, looks like Tuesday is the effective spin-off date:

    "GERN@NASDAQ (Name: GERON CORP) announced a spin-off effective 20140722. The terms of the spin-off are 417 : 10000. Please note that this action is a mandatory action.

    ISIN : US3741631036"
    Jul 19, 2014. 03:04 AM | 1 Like Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Short interest on Geron held steady (as per http://bit.ly/1d6YvqK)

    On 6/13/2014 it was 25,485,505 shares.

    6th reporting period at that level.
    Jun 25, 2014. 11:45 AM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Well. I guess it was option expiration week, but to be honest, 3.326 million shares in the last minute of trading, including a single 2.75 million trade is odd.
    Jun 21, 2014. 02:39 AM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    A very good point. I am not a lawyer, but I believe that there are about three things that can be done to be either in compliance or to circumvent the law:
    1. Wait for a partial or full relief from the IND hold
    2. Continue outside US-laws
    3. Continue with where there is an exemption

    As for (1) this is really the gest of most of the comments of late, and this is the most likely scenario:
    a. The FDA gets off the hook by allowing the treatment of a killer disease with no other options, while still saving face by requesting more info
    b. Further, as the response Ed (Leviek) posted regarding Geron's e-mail response to his query, this seems to jive with Geron's current emphasis
    c. As an investor (see my valuation article) this is more than enough to keep us quite satisfied with our investment
    d. Even if you are a conspiracy theorist, this even buys Big Pharma time by delaying the prospects of a Pan Cancer drug a bit

    As for (2) the European option seems to have fallen off the cliff as it seems path (1) is becoming more imminent. By the way, if I were a Geron executive, I would have pursued that the minute the Bush-era Prohibition on hESC was announced a dozen years ago.

    As for (3), actually this is already going on, and thankfully so, but this is a dead-end, as it will not lead to an NDA.

    This is the long answer.

    The short answer is that Geron, the patients, and us the investors are all at the complete mercy of the FDA and in wait for some form of option/path (1) materializing.
    Jun 18, 2014. 01:42 AM | 1 Like Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    PTP, this FDA link answers your question (http://1.usa.gov/1nOvZ1G). The first paragraph in the introduction reads:
    "Current Federal law requires that a drug be the subject of an approved marketing application before it is transported or distributed across state lines. Because a sponsor will probably want to ship the investigational drug to clinical investigators in many states, it must seek an exemption from that legal requirement. The IND is the means through which the sponsor technically obtains this exemption from the FDA."

    You see, it is a "legal" technicality. The Investigational New Drug application in reality provides a license to ship the drug across state lines. See the technicality! The FDA IND hold means you cannot apply for an IND, so even if you want to use the drug you cannot legally ship it, as the IND is the license to do so.

    So, a full IND hold means, in airline terms, you are grounded. It does not mean you are stripped of your pilots, passengers or airports, it is just you cannot fly!
    Jun 18, 2014. 12:59 AM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Dr. Snyder's presentation is interesting... I did not see a reference to it in the discussion threads here, but do apologize if this is a repeat....

    http://bit.ly/1nHA87s

    (there is also a link to the presentation below the video)

    In any case, he states that they are hoping for the MF study to start before end of year..
    Jun 15, 2014. 03:38 PM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    I definitely missed your informative comments Taz. I am glad you are regularly contributing now.

    In any case, the $2.3 number does jive with my estimate in one of the very early comment above (http://seekingalpha.co...) of around $2.5 (or $0.10 per GERN share).

    Since as you mentioned Class-B does not have the BTX warrants (around another $0.10 per company filings), it sounds like a good deal for GERN holders.
    Jun 12, 2014. 11:35 AM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Short interest held steady for the last reporting period (reported after close yesterday http://bit.ly/1d6YvqK)
    5/30/2014 25,630,905 2,669,123
    As opposed to
    5/15/2014 25,532,170 2,762,370

    Interesting overall setup. If as I suspect the shorts are individuals, then some serious pain may follow a decent price rise.
    Jun 11, 2014. 03:19 AM | Likes Like |Link to Comment
  • Geron: A Likely Short Squeeze [View article]
    Oh well.... Let us hope it has a chance to face MF as an accredited medicine first. I think I, you, and most longs would be happy enough then.

    If anything, if the spouse has time to comment about receding hairline, then the implied message is that a lot of the MF anxiety is over for that couple.
    Jun 7, 2014. 09:44 AM | Likes Like |Link to Comment
COMMENTS STATS
256 Comments
203 Likes