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Deutsche Telekom AG Message Board

lws2000 198 posts  |  Last Activity: 8 hours ago Member since: Nov 21, 2001
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  • lws2000 lws2000 Jun 30, 2014 8:05 PM Flag

    Maine###1--If you are truly long, then take a rest. Mayo Clinic is the "super hero" here, so Imetelstat will evolve according to their wishes and schedule. We will likely see additional gyrations in the stock price; not to worry. Your intestinal contortions may be painful, but they do not help the rest of us, who happen to be completely sane.

  • lws2000 lws2000 Jun 30, 2014 7:46 PM Flag

    Keep an eye on Gilead & Geron. They have common interests in blood cancer drugs. Geron has succeeded, while Gilead is an also-ran.

  • With Mayo running the Imetelstat show, and also running interference for Geron with the FDA, "Everything is coming up roses". There will be a new partner, IMO, because Mayo wants it that way. JNJ, Novartis, Celgene, Roche and Gilead all have very deep pockets, and ongoing blood cancer projects.

  • Reply to

    Corning and Sapphire

    by hobomtsz Jun 30, 2014 11:24 AM
    lws2000 lws2000 Jun 30, 2014 1:59 PM Flag

    meant: quantities

  • lws2000 lws2000 Jun 30, 2014 11:24 AM Flag

    My background is in optics. I also have large investments in both GLW & AAPL. Gorilla glass makes more sense to me, and I don't see the logic otherwise. Perhaps you have some insight.

  • Geron Set To Explode As FDA Releases Partial Clinical Hold On Imetelstat Myelofibrosis Trial by Stock Doctor
    This article was published on Mon, Jun. 30, 10:47 AM ET (Seeking Alpha)

  • "There are a lot of disadvantages of Sapphire versus Gorilla Glass. It's about 10 times more expensive. It's about 1.6 times heavier. It's environmentally unfriendly. It takes about 100 times more energy to generate a Sapphire crystal than it does glass. It transmits less light which...means either dimmer devices or shorter battery life. It continues to break. I think while it's a scratch resistant product it still breaks and our testing says that Gorilla Glass [can take] about 2.5 times more pressure that it can take...Sapphire on. So when we look at it, we think from an overall industry and trend that is not attractive in consumer electronics."

  • The conclusion becomes that the current price of Geron is far too low, and has nothing to do with medical science or medical outcomes. Mayo is the dominant influence (FDA conclusions, sound medicine), and controls the future of Imetelstat, which looks very promising. Geron will go along with whatever Mayo decides, including the choice of partners. This is a 3-way project, IMO: Mayo, Geron, new partner.

  • I believe that when Geron switched its emphasis from hESC to Imetelstat, they thought they had a good product that could be brought to market in a reasonable time. Mayo Clinic's success has gone far beyond what Geron thought possible. Mayo now controls the continuing clinical trials, the relationship with the FDA, and has a vested interest in Imetelstat. Geron is really in a very strong position, since Mayo it trusted by all. In addition, Geron is not totally out of the stemcell business (distributions, cancer stemcells, etc.).

    Sentiment: Strong Buy

  • lws2000 lws2000 Jun 27, 2014 4:02 PM Flag

    The proof that you are wrong: Mayo Clinical trials, telomeres, cancer stemcells, strong balance sheet, big pharma interests. Still, you are right about the risk, since Imetelstat is one-horse-show (but what a great show).

  • Reply to

    GMO's have Saved the World from Starvation

    by lws2000 Jun 26, 2014 2:01 PM
    lws2000 lws2000 Jun 26, 2014 6:54 PM Flag

    The Case for GMO's is Very Solid:

    Food Fight: The Case for Genetically Modified Food "Agriculture needs to do better".

    Genetically modified crops, says agro-research czar Roger Beachy, receive an unjustified shellacking from environmentalists

    Mar 22, 2011 (excerpt)

    Today consumers are willing to pay more for crops that are labeled “organic” or even “GM-free” because they view them as more sustainable. How do you think GM crops can help make agriculture more sustainable?

    In my opinion, the GM crops we have today already contributed to sustainable agriculture. They have reduced the use of harmful pesticides and herbicides and the loss of soils because they promote the use of no-till methods of farming. Nevertheless, there is much more that can be done. As you know, agriculture and forestry account for approximately 31 percent of global greenhouse gas emissions, larger than the 26 percent from the energy sector. Agriculture is a major source of emissions of methane and nitrous oxides and is responsible for some of the pollution of waterways because of fertilizer run-off from fields. Agriculture needs to do better.

    We haven’t reached the plateau of global population and may not until 2050 or 2060. In the interim, we must increase food production while reducing greenhouse gas emissions and soil erosion and decrease pollution of waterways. That’s a formidable challenge. With new technologies in seeds and in crop production, it will be possible to reduce the use of chemical fertilizers and the amount of irrigation while maintaining high yields. Better seeds will help, as will improvements in agricultural practices.

  • "The Perfect is the Enemy of the Good". GMO's do much good, and they do no harm. They do not have to be perfect.

    GMO's are an improvement on Mother Nature, whose devil-like-ways often destroys mankind (storms, diseases, plagues, starvation). Monsanto has saved all of us from the whims of Mother Nature.

  • Reply to

    Successful Day Trading and Channel Trading

    by lws2000 Jun 24, 2014 10:29 AM
    lws2000 lws2000 Jun 26, 2014 11:08 AM Flag

    I think this low $3 channel is about to be vacated to a higher level (over $4) . The hold serves no useful purpose at this point. Mayo continues to provide good news, with no bad news mixed in. Many big pharma companies have interests in blood cancer solutions and cancer stemcells.

  • Reply to

    What is not to like about this company?

    by cgreens72 Jun 10, 2014 8:03 PM
    lws2000 lws2000 Jun 25, 2014 11:21 AM Flag

    You got it right. GMO's are an improvement on Mother Nature, whose devil-like-ways destroys mankind (storms, diseases, plagues, starvation). GMO's are not poison, so I would stop eating poison (not very smart) Monsanto has saved all of us from the whims of Mother Nature.

    Sentiment: Strong Buy

  • Reply to

    Successful Day Trading and Channel Trading

    by lws2000 Jun 24, 2014 10:29 AM
    lws2000 lws2000 Jun 24, 2014 2:53 PM Flag

    Someone will have to write a book about the ins-and-outs of this trading technique. The control of Geron in narrow channels is phenomenal. This has to be very profitable for someone. This may or may not be all legal (have no idea). I would think that one would have to have very sophisticated software to profit day after day in this way. The longer term fundamentals look solid for telomere-control (blood cancer, cancer stemcells, etc.)

  • With a small company and high-speed trading it is possible to stay in a channel and make money on a short term basis. Some are doing that very well with Geron. The channel recently moved from the low $2 range to the low $3 range. Mayo, as a dominant force, will soon cause a breakout to much higher levels.

  • Reply to

    World Famous Doctor reveales how to avoid GMOs

    by nickcainski Jun 19, 2014 10:19 PM
    lws2000 lws2000 Jun 24, 2014 12:37 AM Flag

    From Nick####---"While GMOs have so far been deemed safe, there have been no studies tracking the long-term health risks of consuming GMOs."

    You are making the erroneous assumption that: "Mother Nature (MN) Knows Best". The evidence is that she is the world's #1 killer (storms, diseases, germs, earthquakes, starvation, etc.). God gave science the brains to improve, especially where (MN) has not done very well. Hybrids and GMO's, for the most part, are as good or better than what we find naturally. In the long term, we are all dead; (MN) guarantees that.

  • Reply to

    Below $3

    by uvainvestor82 Jun 23, 2014 11:33 AM
    lws2000 lws2000 Jun 23, 2014 4:01 PM Flag

    What happen?

  • lws2000 lws2000 Jun 22, 2014 12:45 PM Flag

    From blackmarango---"GERN simply does not have the resources or expertise to further explore what happened or why. They need a successful Big Pharm to further explore the results. "

    We agree on this. The resources and expertise, to a large degree, have come from Mayo, especially in the breakthrough developments (MF in humans). I wonder how much control, say, and "investment" Mayo has in the in the eventual use of Imetelstat and outcome (Big Pharma associate, partner, or new owner). This process (telomere control) already involves a Nobel Prize. Mayo, as an organization, must see this as a large part of their future. Geron may have given up some or much control to get Mayo so deeply committed to these trials and studies.

  • lws2000 lws2000 Jun 21, 2014 7:37 PM Flag

    ***(previous)--In my opinion, one of these companies will eventually partner with or buyout Geron: JNJ, Celgene, Novartis, Gilead, Roche. The time frame is unknown. All have deep pockets, and are involved in blood cancer projects. Certainly all are very familiar with Imetelstat and the work at Mayo Clinic.***

    There seems to be little question that Imetelstat is an important drug. Others have called it a "miracle drug". Time will tell if that is an exaggeration. As long as Mayo says that this drug is safe and effective for MF (40% response in the CR, PR, CI space at Mayo), this drug will continue to be the focus at oncology conferences, and the basis that leads into new studies for other types of cancers (pipelines). The mystery behind the immortality of cancer stem-cells, seems to be related to genetics and the cure for cancer.

    Many think that Geron's past history have held Geron's stock price back. It appears (partly from Irish's documentation) that Mayo has controlled this situation in a way that Geron could not. Geron is fortunate to have such an esteemed colleague, that understands medicine, and the ins-and-outs of the FDA.

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