Geron Corp (GERN)

[Joda]

From yahoo board...

No Dilution. $4 Stock Oversubscribed at Bargain Prices
There is no $4 stock available, since it has all been absorbed by deep-pocketed financial groups. Geron is well funded, and can concentrate on clinical studies and new associations. Imetelstat is still the "crown-jewel" of its portfolio (safety, CR, PR, CI).


The smart guys at "THE STREET" advised sell at $4.30
Don't believe or rely on that nut Cramer and his lackeys.


So, You are one of the unfortunate who has MF AML or MDS and have 2 years, 1 year, maybe 6 months to live. You have ZERO chance of a cure. Then you see that for the FIRST time ever in your disease, there is a 22% chance of remission? AND, that those that respond to this new drug STAY in Remission! What are you going to do. For the sake of absurd conservatism, lets say that only half want to live- how about 1/4? or 1/10th??? How many of you out there have this MF? AML (blash-phase) MDS? 30,000+?
So, 10% (again, an absurd low %) want to stay alive and look into THE ONLY KNOWN CURE. Does the Mayo clinic get 3,000 requests to get into the program? I know I would be POUNDING ON THEIR DOOR. What can the Mayo possibly do?
You just can't pick and choose.
You close NEW enrollment and start the Phase 2 AS PLANNED and As quickly as possible.
ALSO, remember there were NO serious side effects. True, when the cohort 2 patients started getting doses every week, that was too quickly, but the company and Dr. T learned to slow it down.

I think this is correct... Was doing some math 9/33 dropped out 27.2%- pretty low and good. Now, since that report, lets say another 3 from that first 33 have dropped out, less than 10%. That means 12 discontinued (and it could be 11-15) from the original 33. So, another 46 have signed up (79-33=46) and of those 46 ONLY 8 have discontinued! Only 17.3% have discontinued! That means the company is actually having 1/3 FEWER discontinuations!!!

Generally I agree with ptenn's and luv's comments. The discontinuation rate should not be a surprise given the disease state, the previously treated patients that one would logically believe should have shorter duration to treatment and additive toxicities, and ALSO that the original ASH presentation already demonstrated a 27% discontinuation rate in ARM A (Arm B was started later, having 4 months less median follow-up, so you would expect more fallout if the median duration of follow-up was as large as in ARM-B as ii was in ARM-A. The data is still preliminary and toxicities will continue to be monitored, but the results are NOT preliminary as it resulted in significant responses in this PHASE II trial.

I agree... From Geron's press release. "All enrolled patients have either stage 2 or stage 3 MF. These people all have less than 1 1/2 years to live. The AML patients 6 months. They are near death and at a last hope. My guess is there is another news release tomorrow or in a couple days "clarifying". The new phase 2 study hasn't changed 1 bit. 9 NEW AML patients and 9 NEW MDS patients IS new.

Yes, the 18 new AML and MDS patients is news not previously confirmed and I suppose that could mean that any prior AML or MDS patients must be responding.