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Hi B B
No Q this is bullish
these three new hires coming over to join the efforts of Geron to bring Imetelstat to market
The fact that they came over from J&J IMO is significant ! I’d like to see a large partner step in. ANIP is also showing some big promise , Corti Drugs alone can make a huge impact on PPS , JMHO
Hope all is well !
Posted on Imetelstatchat April 25
Greetings Imetelchat Community,
Here is a post of mine that was deleted from the Yahoo Message Board, but I polished it a little and cleaned up a couple parts to ensure compliance with the forum rules. Always take advantage of a 2nd chance! I hope it’s ok for me to share these thoughts and observations here. Thank you for giving me an opportunity to voice respect, admiration, veneration, and gratitude to the Janssen Ladies of Geron.
Salute to the Janssen Ladies of Geron! : - D
Here are the Janssen ladies that have walked away from JNJ/Janssen and joined Geron for the sole purpose of developing Imetelstat:
Chief Medical Officer – Aleksandra Rizo, M.D., Ph.D., Ph.D.
“Aleksandra Rizo, M.D., Ph.D., former clinical lead for the imetelstat program at Janssen, joins Geron as Chief Medical Officer.” As of the last conference call of March 7, 2019, Dr Rizo was busy “recruiting” and working on the IND. “Dr. Rizo has more than 10 years of experience in hematology-oncology clinical development, leading teams through the entire drug development process from Phase 1 through Phase 3 clinical trials and regulatory submissions. Most recently, she was Executive Director, Strategy and Clinical Lead at Celgene Corporation, working across the myeloid portfolio. Prior to that, Dr. Rizo was a Senior Director, Compound Development Team Leader at Janssen Research and Development, LLC (Janssen) for all Phase 1 myeloid assets, and Global Clinical Leader for all late-stage myeloid assets, including imetelstat from 2014-2018.”
- Geron Press Release
“Vice President, Clinical Development – Faye Feller, M.D.
Prior to Geron, Faye Feller, M.D., was Senior Director, Clinical Leader on the myeloid program at Janssen Research and Development, LLC (Janssen). Prior to that role, Dr. Feller was a physician for multiple clinical trials of late-stage development assets at Janssen, including the IMbark Phase 2 clinical trial of imetelstat, and was responsible for protocol writing, regulatory interactions, medical monitoring, study results interpretation and preparation of abstracts and final study reports.” - Geron Press Release
“Vice President, Clinical Science and Operations – Laurie Sherman
Laurie Sherman has more than 20 years of experience in oncology drug development. Prior to joining Geron, Ms. Sherman was Senior Director, Compound Development Team Leader for non-small cell lung cancer (NSCLC) assets at Janssen(…..). Preceding that role, Ms. Sherman held several senior positions in the late-stage team at Janssen, including Senior Director, Myeloid Portfolio Clinical Scientist Leader, where she led development strategy and overall clinical execution of myeloid clinical trials, including the imetelstat clinical trials, IMerge and IMbark.” – Geron Press Release
Plus 2 more unnamed “clinical development professionals with prior experience with imetelstat have also joined the development organization.” Probably former Janssen employees, but definitely people who have worked with Imetelstat!
Altogether 5 incredibly high quality hirings of people leaving Janssen to join the Geron 2.0 Imetelstat Launch Team! Maybe one alone was crazy, deluded, misinformed, or otherwise possibly making the biggest mistakes of their lives, but 5 individual people with superior insider knowledge of this drug? Imetelstat is the real deal, and it’s only a matter of time before Wall Street knows it! I’m gonna go out on a limb here and say that GERN is waaaaaaayy UNDERVALUED at $1.87! (closing PPS 4-24-19).
The point is to give a big salute to the Janssen Ladies of Geron who will be leading the charge! I have always felt that the good people at Janssen like the clinical workers, doctors, and people who understood what the patients are going through, were always 100% in support of Imetelstat and were nearly as outraged by JNJ’s dis-continuation as all long investors. They are professionals, so they couldn’t voice their opinions publicly, but the numerous high level employees departing from Janssen for Geron and other companies, I think, speaks VOLUMES. These ladies are some of the very BEST of the BEST, and I am fully confident they all signed on with Geron for one purpose…. To successfully bring Imetelstat through FDA and EMA approval.
It’s also worth pointing out special that (Triple) Dr. Rizo, M.D., PhD., PhD. left CELGENE where she was “Executive Director, Strategy and Clinical Lead “working across the Myeloid portfolio””. That means she had access to ALL INSIDER information on LUSPATERCEPT! Now she’s leading a dream team which I like to call the
Imetelstat Launch Team 2.0!
Respectfully,
Commsman
Hi BB
Hope all is well ! Will we see $3-$4 ? Poss
IMO if we do see , back to $6-$7 is also poss , based on what i have read J&J made a business decision poss the 500 Mil year market for primary indication was not enough $ for them ?
So what is the difference , The drug still preformed well and shows promise. Fingers crossed !!
JMHO
Hey B.B.
Nice move s by both ANIP & Geron
I think Geron is poised to move ; your thought s ?
Yes , 200 Mil plus a year in a co who is finally heading toward poss large leap would never accept 100 PPS
look at their assets and cost of same, IMO now would not be the time , Pull off Corti drugs alone can put 500 mil plus on gross earnings , I do believe they will eventually sell
JMHO
Oh BTW SP trading up 15-20 % on NO NEWS SPEAKS MY CONCERNS
This stock can be moved north or south at any time in the absence of a catalyst JMHO
IMO FDA including Overall Survival in DEC could be a huge catalyst for the CO & Timing J&J Lawsuits for Powder may explain allot
IMet certainly fits the MOS superiority for FDA to consider a approval over current treatments
JMHO
BB , do you think J&J walked just a business decision as [a] the market for
MDS was too small ? lawsuits powder ?
FDA change in guideline to include OS in approval last month may have a very positive impact here
Your thought s?
ANIP is making move back , IMO mid term results put economy in a wait mode for next two years , guess things were going to well !!! Shocking it turned Dem and IMO the market reacted accordingly, remember they said if T man was to get elected the market would drop ; it sky rocketed 40 % Dems take house and market did ? As for Geron
looking at the market # 500 Mil each MF and MDS is prob reason J&J walked away from Gern that & I believe the lawsuits from powder
The science looks very valuable , J&J sunk a ton of money to get them moving P3 change MOS inclusive in FDA approval, note J&J quietly still holds a second agreement with Geron !!!
GLTA
B.B.
J&J walking after all the hiring , Linkedin profiles of persons launching Imetelstat in Europe , Compassionate use
All IMO indicated the drug works , ASH confirmed Imetelstat works , MOS out to 30 months , now FDA JUST HAPPENS TO INCLUDE MOS IN CANCER DRUGS AS A PRIMARY END POINT
THE TIMING IS UNBELIEVABLE, IMO approval is near , JMHO
Hey B.B.
With new FDA change for cancer finally accepting Overall Survival for approval , considering Imetelstat s results far exceeding current treatment
1) Will J&J return ? 2) how can other large pharma ignore ? 3) how long before gern receives a FDA approval
Considering recent change Geron has to be filing for approval , IMO based on ASH results this will be approved in near future !
What am I missing , a dollar a share !!! Cash is 180 Mil J&J 4,7 Billion lawsuit loss baby powder may very well be the reason why they walked !! Poss more losses to follow , and they just lost a appeal , JMHO
ANIP Buy Back Of Some Notes Due In 2019 26.1 Mil Cash
https://seekingalpha.com/news/3415266-ani-pharmaceuticals-enters-separate-agreements-convertible-notes-holders#email_link
To you & yours B.B. & to those who serve this great country military & law enforcement that do so much & ask for so little. God bless
Happy & Healthy
B.B. I called I.R. Trying to obtain a clear understanding as to why there are not one but two agreement s with J&J the first they walked from “ that agreement “ the second remains in place , J&J is still involved for 12-24 months in sponsoring Imetelstat, so IMO so how did J&J passing up on first agreement impact their involvement with working with Geron ? IMO very little , take notice to both Geron and J&J web sites see any changes ? I haven’t , the second agreement is very secretive , I believe it’s the underlying science behind the first gen of Imetelstat, it goes further and obviously of interest to J&J there’s a license in place for second agreement that nobody talks about , Geron has a large patent portfolio for Imetelstat and the underlying science , IMO there’s more here than meets the eye , when will the second license start pulling in revenue ? How much is projected and other questions remain unknown, JMHO
Will this be a subject at ASH ? Looks like it
https://www.researchgate.net/publication/326280340_Interleukin_8_is_a_biomarker_of_telomerase_inhibition_in_cancer_cells
Janssen just updated 10-17-18 a phase 3 ongoing clinical trial with Imetelstat
https://globaltrialfinder.janssen.com/trial/2015-002874-19
Now it’s a P3 trial , I think it’s possible J&J walking from the first collaboration agreement was possibly to wait for P3 results and since the agreement had a deadline date maybe they opted to end the agreement , while still holding onto the second agreement which IMO def keeps their foot in the door ! Was the stock drop a over reaction ? Possibly
Can anyone explain why J&J is still conducting a P3 of Imetelstat?
What ? Is it written poorly or , do you not understand what a phase 3 trial is and what Janssen is the sponsee ?
Janssen just updated 10-17-18 a phase 3 ongoing clinical trial with Imetelstat
https://globaltrialfinder.janssen.com/trial/2015-002874-19
Now it’s a P3 trial , I think it’s possible J&J walking from the first collaboration agreement was possibly to wait for P3 results and since the agreement had a deadline date maybe they opted to end the agreement , while still holding onto the second agreement which IMO def keeps their foot in the door ! Was the stock drop a over reaction ? Possibly
Can anyone explain why J&J is still conducting a P3 of Imetelstat?
Have a great time B.B.
Time is flying by 2 fast , spend time with Family & making memories is the best ! Wishing you always the best
Good observation ! Your right the stock pps held up remarkably well , so well its as if it trades on a entirly different platform outside the market !
Pps was uneffected by a 800- 1000 PT drop over week , how is that possible ? Think about it
Imo pps is in hands of same crooks that new J&J was going to walk , jmho
B.B. do you think we hit bottom ?
Near term event is ASH , results in DEC , i tried reading thru the second agreement & called IR spoke to a Jacob R , nice guy
The takeaway in speaking to him for me that J&J walk away was a over reaction , reading the 2ND agreement Gern agrees not to discuss it ! So that explains the silence as it relates to it. The 2 ND agreement remains in place J&J is licensing certain patents , IR person stated it was not a license for Imetelstat but the underlying science , I got out of it is to further develop the science , the agreement is “ confidential, so they cancel 1St agreement for Imetelstat but remains in on 2ND agreement and Geron can’t speak of it !!!!! So there’s obviously something J&J wants and there’s still a collaboration in place , the combo study results are still unknown , IMO high risk, reward JMHO
https://clinicaltrials.gov/ct2/history/NCT02426086?A=1&B=29&C=merged#StudyPageTop
This study was up dated Sept , secondary outcome is “ overall Survival “
Parker read the second licensing agreement for patents , that agreement remains in place , that’s a FACT
So please educate yourself to facts don’t speak without actually knowing. It was J&J deceptive new releases that led investors to make decisions to hold or buy , not Geron & why wouldn’t investors be positively convinced after reading the compassionate trial drug acceptance for Imetelstat? That’s not a mistake that was IMO intended to mislead investors.
IMO They have some explaining
GLTA
Juice there was NO PR that ive seen from J&J or Geron Terminating the Licensing Agreement For Patents
I read it, or tried to interpret it !! Its a guarded , vague Document that refers to "Confidential " on many line s, so the intent was to provide very little public info to their agreement, My first thought was , if they have the rights to imetelstat ""Patents"" essentially the gate keeper or Deed if you will to the "IP" the [1] why need the first agreement ? unless it was formed prior to patent licensing which appears to be the case [2] Therefore if J&J still has Licensing of Imetelstat Patents what exactly did they walk away from ?
please write IR , ask if there is a License agreement still in effect for imetelstat patents ? and does that License give J&J exclusive rights to ?? as it relates to Imetelstat
JMHO Thanks
Your Very Humorous SFB
Remember Karma , & The slugs that shorts a cancer drug what it has in store for them ! It Has To Be Hot In That Boiler Room !
Its 181 Mil In cash and poss royalties form J&J under second licensing of patents. With a Fast track Last oct , Poss pending ??? and Poss In EU Approval ?? Regardless Of J&J Business Decision they sent out a very telling signal prior to walking, maybe deliberate ? "Imetelstat Was Approve For a Trial Drug Under "Compassionate Use " Anyone With a Brain Knows FDA Doesn't Pass Them Out !!! Imetelstat Had to Meet a Unmet Need and Certain Strictly Evaluated Criteria to be offered , Its apparent that J&J decision to move on and focus on other business had nothing to do with Imet ! Maybe they figured they have the second licensing agreement for patents and had no need for Geron to remain in first one !
There are a few near term catalyst that can make this a double for here, Or more ! JMHO GLTA
Why up 24% this AM in Germany ? Huh
It’s not shorts covering they already did that when this dropped , they had Imetelstat listed on compassionate trial drug , regardless J&J walking like they have with other Co s this month
They also have a second licensing agreement that I haven’t heard anything about it being canceled , did you !
Prob see approval in EU ? Nothing about the drug I’ve seen from “ full results “ indicated it failed , & they don’t approve a drug for use in trial “ pre approved “ unless it’s for a unmet need and was looked at by FDA first , closely , so what changed besides price ? JMHO
Juice with all due respect
Your wrong, Read the second agreement , It speaks to " Patent Right" including but not limited to working with third parties to develop Imetelstat
The financial compensation is confidential along with most of the licensing agreement 99% is encrypted language, Again not sure if this agreement was canceled as well with first agreement , although first agreement looked more like if this is developed by one or both geron and Janssen <<<< and exclusive licensing as related to what they are in trial for ? The patents are a much broader document "IP" In such as they can license to 3 rd party , further dev , in effect taking the "Parent" patent and expanding onto with CIP's , Seems strange to me that J7J would have to commit to first licensing agreement what the license the "Patents" for Imetelstat , if they do now , JMHO
“ your guessing “ is this 2 nd license with J&J still active in effect , because if it is IMO they didn’t really need the first !! They have Imetelstat locked down by having patent licensing , JMHO someone can explain why recent PR had NO mention of second agreement ? Anyone
Have you seen a PR from J&J stating they are opting to cancel the second licensing agreement for Geron s “ Patents for Imetelstat “ if so please post !!! Write Geron IR and ask the question.
What confusing here is there’s not one but 2 agreements, the first exclusive rights to sell Imetelstat J&J opting out last week.
The 2 nd refers to a very in depth and detailed licensing of “Patents “ with a very broad range of what they can do with them , like Janssen can license to third party ? further research on Imetelstat working with other Pharma s , it’s a very difficult read , I am sure by design as most is confidential , I am not qualified to explain what it means , in fact a lawyer prob wouldn’t either because most is confidential.
J&J just terminated Aduro collaboration today
https://www.genengnews.com/gen-news-highlights/jjs-janssen-ends-two-aduro-cancer-collaborations-launched-in-2014/81256295
Listen this Co is a giant ! Ending a deal on one licensing agreement with Geron and holding onto the second "Patent Licensing agreement" that provides shareholders with very little knowledge of, I started reading last it last night , essentially J&J is has a 2ND licensing agreement that they filed patents on for Imetelstat and its is very difficult to decipher and understand the agreement as the language is very vague , guarded, Confidential. What does this mean ? i dont really know, what i do know is they never mentioned this that i know of, and from J&J PR parting form first licensing agreement why was this one never mentioned by them or Geron CEO , In reading what i can take away is J&J can license to a third party , and it speaks to further studies ,,,,,,,,,,,If there is nothing to see here why not say were parting on 2 nd licensing , back to Aduro , J&J parted ways today so maybe they are moving away from Oncology all together ? or just narrowing their portfolio as stated, The only question today for Geron holders does Imetelstat work !!!! if it works and you throw in a FDA approval here and or in EU will attract suitors to continue. We cant look at this in a vacuum , J&J just ended another Oncology drug deal with Anduro does that mean their drug has no value and is ineffective ? NO , lets see if this is the month where J&J moves past other deals , the decision to part by J&J threw in a snippet of BS that they did a sample of study and found what ? the study was cut short and results were not completed , so what ? if this was a business decision to focus on other areas than Imetelstat will find another home, Lets focus on the effectiveness of Imet, if there is a benefit it will be used. IMO the Compassionate Use listing was BULLISH , the simple fact is they prob pulled it not because the drug was not evaluated to qualify for prior to being posted for Pre Approved Trial Drug use, there is no way the FDA would allow that to happen, It more likely that J&J pulled it because they decided to move on and focus as per their PR in other areas of their business ! Which IMO signals to me that if J&J decided to stay it would have remained on the Compassionate Trial Drug program ? JMHO
www.freepatentsonline.com/y2018/0036336.html
https://patents.google.com/patent/US20180036336A1/en
https://www.sec.gov/Archives/edgar/data/886744/000110465916154548/a16-17207_1ex10d1.htm
Refers to patents Imetelstat CLA ? Are these second generation studies , anyone ?
This link was posted on Imetelstatchat
Does anyone have knowledge of a second licensing agreement J&J has with Geron for patent use ?
Is it terminated also ! What exactly does it cover
So you get my point BB ?
Now how long would it take j&J to profit 1.7 BIL assuming drug came to market , Profit ?
Reveil the large shorts and see where they work ! This stinks of corruption, Did "Shorts" box themselves into a corner , Any decent law firm asking the right questions can get to bottom of this, Id like to know why J&j announced a Compassionate drug use , Qualified Imetelstat to be available as a pre approved trial drug and then pull it back. From what i read you have to reach high criteria as sign offs for a trial drug to be offered, Does anyone think J&J got Imetelstat approved without showing " Effectiveness of the drug " ? don't think that is possible,
JMHO
B.B. let’s assume the 70 Mil “ in the know “
Were faced with J&J decision to continue ? Stock price of 10-12 ? Followed by launching in EU news ? What would have been the cost implications for shorts to cover
Is it beyond the realm to see a PPS of 20-30 if those too events had happened , NO , not considering the news coming from J&J , based on 70 Mil short @ $4 bucks and this stock ran to 24 on that news , your talking about allot of money ??
So who are these geniuses , who would take the risk based on the news events happening and short Gern ! And after job posting and pricing news came compassionate use and short interest STILL continued to advance , we got screwed it’s that simple , JMHO
B.B.
I am going to ask these questions and more , I am certainly accountable for my investments , always have, I didn’t ask Janssen to post jobs , pricing persons , Ect they IMO deliberately or not guided investors decisions , then to say they moving on is a business decision , and worst part to them screw shareholder more to mention part samples were looked suggesting what ? Data was bad or not what they expected ? Nothing more just enough to hurt Geron investors even more as if they didn’t fk us enough !! If this was just a business decision outside of results just say that , no it’s as if they wanted PPS to collapse , does their dealing with Abbivie have anything to do with this , is Imetelstat a conflict ? All this stinks
I want to know how shorts knew in lite of all of J&J signals to investors they were continuing , they should have kept this a secret before issuing any material information that I am sure in many cases were the deciding factor to bug and or hold. It’s hard to believe anyone would think they walk ,
And publishing Imetelstat for compassionate drug use alone was deceptive ,Shorts position continued to grow after that news !!!! These sob wanted my shares not to cover but to short more , it’s apparent what happened in my mind , we were misled JMHO
From Imetelstatchathttp://imetelchat.imetelstat.eu/viewtopic.php?f=1&t=752
Here’s my questions I’d like lawfirm to look into
1) why Janssen made a series of positive assertions like compassionate trial for Imetelstat pre approved drug use the same month they know stock holders on Geron side would without question. View very positive and effect their decisions on buy , hold ? What would suggest other ?
2) who are these 63 Mil Shorts ??? And where do we purchase their crystal ball !!!
3) why did Janssen post jobs and hiring for Imetelstat ?
Too many too list here , let’s start there , it’s absurd to think Janssen actions didn’t effect shareholders investment decisions , JMHO
Yeah Geron said they will be moving toward a phase 3 ,
Did J&J horse trade with Abbivie ? Is there a possible conflict , or did trial results not return what was expected ?
There no question that Janssen was very clear in making their intentions well known that they were moving forward with Imetelstat, lawsuits will show same , I can’t see how they can deny efforts to deceive investors , 63 million Shorts did not have a crystal ball , I want to know who shorted this stock and how they knew ! I will be contacting law firm to find out what happened ? Someone needs to explain
JMHO
B.B. I just checked so Linkedin profiles in Denmark ; EU
Still include launching Imetelstat, why would they walk if they believed approval in EU was forthcoming ? Was this a breakdown in negotiations or some unfavorable trial results in their own statement indicated only taking a sample of trial results , nothing I read was definitive or because of bad results
To post pricing hirings in EU and persons launching to then decide its a business decision not to continue after 4 years , something is off here !!!
Would this be hard ball from J&J ? Geron has to come clean here and tell SH why they really left , you don’t post jib hirings and pricing persons to launch and wait to last day to say we’re out , JMHO
Hey B.B.
How & who are these brilliant investors that were able to use their crystal ball to foresee Janssen walking ? Had to be large hedge s , some with inside info on Janssen side ! Nothing , I mean nothing pointed to them walking away
Only manipulation by crooks , JMHO
Think about this , what material evidence was there to suggest Janssen to back out of this deal ?
In their own Statement Janssen states they only examined part of data , why spend 4 years and 100 s million and not wait till December Ash to determine Data or six months more what ever it takes ?
Did something fail ? Has MOS been met ? No then what ,
All we know is 60-70 mill short shares did very well today , what were the odds Janssen would walk now ? In lite of results and all their recent actions , something stinks ??