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  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Medguy.

    A 'trend' (the word of the authors, not mine) towards improved survival in the short TL biomarker is hardly a glowing endorsement of efficacy IMO.

    This is another example of over reach by the GERN fanboys when it comes to the efficacy of Imet. The fact is that they did not reach their endpoints for success. If you think there is a sub-group that may be helped by Imet that's fine. But the burden of proof to demonstrate Imet's efficacy rests with you, not me. I don't see any convincing evidence that Imet helps anyone outside of those with MF, PV/ET and MDS. In fact I think this study backs up my assertion that Imet will NOT be part of a universal cancer treatment.
    Mar 1, 2015. 03:09 PM | 3 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Magic you're reading it correctly. It's a failure as tested in that study.
    Mar 1, 2015. 09:00 AM | 3 Likes Like |Link to Comment
  • Main Street Capital beats by $0.01, beats on total investment income [View news story]
    Nice. Need to add to this position in my portfolio
    Feb 26, 2015. 04:11 PM | Likes Like |Link to Comment
  • In Mobile, Disruption Comes From Above [View article]
    Another thoughtful piece. Well done.
    Feb 25, 2015. 08:02 PM | Likes Like |Link to Comment
  • Curis initiates equity offering [View news story]
    Not good.
    Feb 24, 2015. 08:26 PM | Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    @driv3r8

    Puzzles me as well but until I read otherwise I will assume they are no longer going to pusue approval for ET/PV.

    I understand why they are pursuing MF first but I don't understand why they would give up on ET/PV.
    Feb 24, 2015. 03:15 PM | 1 Like Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    @Gob

    “Geron was at $5+ pps following ASH 2013 (fact)….. So one might ask why the price of GERN is lower now, when the only material remaining difference in the position of the Geron year-over-year is the deal with j$j (fact)…”

    Did you read the article that started this thread? GERN is not going to pursue approval of Imet for ET/PV. That’s a relatively big market. Bigger than MF. Prior to ASH 2013 investors hoped to see Imet approved for that indication. That’s a rational reason why GERN is selling for less, no conspiracy theory needed.
    Feb 24, 2015. 12:20 PM | 2 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Gob,

    "I think we all know that imet and the follow on 615 RNAi is, from a scientific, medical point of view a foregone conclusion...it works. it works well..."

    Only in your mind. It totally baffles me how people here come to such rash conculsions with little to no evidence to back that up. Imet was and is a drug looking for a disease to treat. Looks promising for MF but many a drug has sailed through phase 2 trials only to come up short when phase 3 trials are performed and analysed. I would not count my chickens just yet. Remember, Imet has *never* even made it to phase 3 clinical trials in any disease it has been tested in. Its 0 for 3 in that regard. Doesn't that concern you at all? Hopefullly that will change with MF.

    If you start with faulty asumptions it leads to confusion and conspiracy theories.
    Feb 23, 2015. 08:22 AM | 1 Like Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Lev,

    I don't understand all your handwringing over the possibility that J&J might buy out GERN for $5 or $6. If they wanted GERN for that price they would have done it before the agreement.

    You may think otherwise but the deal is good for J&J/Jansen. They have limited they downside by linking payments to achieving milestones and have good upside if Imetelstat can get approved for treatment for more than just MF. I don't think they will have ,make a move for GERN, if ever, until they get a Phase 3 clinical trial at least started. Frankly I don't think anyone will make a move until Imet gets approved for MF.
    Feb 22, 2015. 12:45 PM | 3 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    skezan,

    I did not know that GERN was not going to continue with EV/PT. I thought that they were eventually going to renew their pursuit for approval for these diseases. Thats very disappointing to me. As KK has pointed out ET/PV is a much larger market than MF.

    While I have only a small position in GERN, I'm beginning to wonder if I'll ever break even on this investment, let alone make money. Lets review: 3 clinical trials abandoned and not one has ever reached Phase 3.
    Feb 19, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • Apple: Expect Another Small Dividend Raise [View article]
    Why do you think the author thinks he knows more than Cook? I didn't see anything in the article to suggest your conclusion. He's just doing a little analysis of the dividend and where HE thinks it's heading. Nothing wrong with that. Many contributors do that sort of thing here at SA.

    If you prefer you could read about it after it happens at CNBC if thats more your style.
    Feb 18, 2015. 03:19 PM | 33 Likes Like |Link to Comment
  • Some Color On Geron's Presentation At The BIO Conference [View article]
    Stock doesn't seem to be able to hold $3 which was good support. Looks somewhat bearish to me.
    Feb 12, 2015. 09:51 AM | 1 Like Like |Link to Comment
  • 30 Reasons I Like Geron [View article]
    This is a study I would not place much faith in. It was done in mice. In addition, we already know that Imetelstat is ineffective (or less effective than existing therapies) used as a single agent in breast cancer in humans.

    http://bit.ly/1KvNE7c
    Feb 5, 2015. 03:44 PM | Likes Like |Link to Comment
  • 30 Reasons I Like Geron [View article]
    This study is one to take notice of. While the number of patients is small the results are impresive.
    Feb 5, 2015. 03:42 PM | 1 Like Like |Link to Comment
  • Apple: Bears Resurrect The Commodity Bogeyman [View article]
    I agree that Apple isn't as vulnerable to cheaper handsets than some believe but I don't follow your logic. What does a 64 bit processor mean and a 64 bit OS mean to the end user? How many buyers of iPhones considered this? My wife and children have iPhones and don't even know what this means. I doubt many uusers know what this means or even care. Touch ID? Yeah they know what that is and it is a great feature for them. Apple pay? Yeah that means something as well.

    I wouldn't kid yourself about what drives people to use iPhones. It isn't 'specs'. Its features. If Android or other platform (Window phone) can offfer the same forward facing features like Touch ID or Apple Pay and do it as well as Apple, users won't care if on a 32 bit OS and 32 bit cpu.
    Feb 4, 2015. 01:22 PM | 6 Likes Like |Link to Comment
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