Nuere and other Gern followers: This was quite a remarkable delivery by Dr. Scarlett for a few reasons I think. Lost in the presentation was the information that Dr. Tefferi has expanded the cohort of the second group of MF patients (not just the new cohort of patients with post MF AML) to an undisclosed number, my guess as to this number is "everyone" he is seeing with the disease. This will end up being a fair number of patients since the enroll rate was approx 11 patients every two months. This would suggest if true that he likes what he sees. Also it it is interesting in that unlike blinded phase II studies in which neither the investigators knew all the results nor did Geron until safety monitoring board reviewed and stopped prematurely the solid tumor study, Geron knows the results to date and so does the investigator, Dr. Tefferi from Mayo, who plans to present at ASH. Dr. Scarlett's practiced smugness (I've got a secret but I can't tell you) at todays conference would be very unethical, unprofessional and very misleading (but probably not illegal) unless he had good news indeed, even then it could be argued that we did not get a completely objective presentation, which shareholders deserve. Dew, since you have heard a million of these presentation and can usually parse out the BS from the meat, I wonder if you could be enticed to listen and give us your take. I would really value that. Soon, (within days) Geron will part with its ESC IP to BTX. Interestingly BTX hasn't budged in anticipation but Geron is up about 80% over its yearly low. Will be traveling so might not be able to reply for a few days but will follow any responses which are appreciated in advance. Regards, bp
