Biotech Values

[Checkpoint]

"That's not what I implied. Look at ET trial, what those hematological and molecule responses led to? I didn't see any report of clinical response. You sounded like you knew the answer already, then tell me because I don't know"

Lets be clear in the ET trial these patients were refractory to everything. To get durable complete Hematologic responses in 72% on these patients is a nice result. Many of those responses are out over 2 years with a patient at 3 years at last update in June 2013.

The IWG response criteria for Myelofibrosis list Complete response, Partial response, and clinical improvement. When you say clinical response do you mean clinical improvement? If so that is the least effective of the IWG response criteria.

"I listened already. Their answers basically was they didn't know the reason, stopped the investigation without any action recommended. In earlier cc they said they would find out the reason."

With all due respect that is not what I heard. Imetelstat Toxicity in the liver does not seem to be road block to it's development as an anti cancer drug.

"stop the nonsense about shorts spreading info. Search the archive posting on this board, you'll find out I was one of very few defenders of Imetelstat earlier this year. Anyone who blames shorts is a loser IMO."

I was not blaming the shorts for Geron's stock action, I was simple telling you what happened in 2002 with Celgene. About your statement anyone who blames the shorts is a loser, you should pass that on to your Pal Adam Feuerstein who blames the shorts for hurting Sarepta stock price.

"Why didn't they start their own trial in AML/MDS earlier this year, instead waited Tefferi to add the cohort recently? I understand their rationale in waiting Tefferi's MF result before they start their own trial in MF. I don't understand why they waited this long in AML/MDS. If they believed their drug, they could have started AML/MDS trial concurrently with Tefferi's MF trial. We'd know the result already. There got to be a reason! I can't find one."

Maybe the would like to have results with one of the world renow experts in the field of myeloid malignancies disease before they take the next step. Maybe the company cares more about finding out if this works in cancer patients and less about your exist strategy in the stock.