Time to get the right big pharma partner specializing in cancer, i.e. Novartis or Roche.
There is absolutely no way to bridle and capture Imetelstat's full potential without deep resources.
Geron should not even remotely consider going alone. Imetelstat is out of their league.
Look for a deal soon. Chip realizes Geron cannot take this forward by themselves.
Sentiment: Strong Buy
Mayo Clinic can only assume management of Imetelstat for so long.
Until a BIG for-profit pharma partner steps in, Geron is going to continue to skid sideways.
Imetelstat is a Big Boy therapeutic that will require protocol refinement. Geron simply does not have the stones for this.
Look for a massive turn upward upon a partnership announcement.
I agree 100%, but "when" is the big question... people have been hearing about/waiting for a buyout/partnership for 3+ years while this thing skids along gasping for air.
But they sure do have the brains... There is a lot of money around but little expertise and brain power, Geron has the most difficult to find hence they are worth a lot to big pharma.