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International Business Machines Corporation Message Board

lws2000 377 posts  |  Last Activity: 7 hours ago Member since: Nov 21, 2001
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  • Next Thursday (Nov. 6) is an important date. Mayo has put their reputation on the line. If Imetelstat (IMET) is as good as many of us believe (MF studies), the ASH abstracts will be confirmative. There is a difference between a complete remission and a cure. A cure usually means that once the disease is gone, it is never coming back (and without continuing medication). I am not quite sure what "Equivalent to a Cure" means, but that is certainly better than any of the other possibilities. As far as I can tell, Geron's problems are mostly administrative, and are not on the medical side. Dr. Tefferi has taken dual roles to compensate for any Geron shortcomings, IMO. In the unabridged dictionary tantamount has several meanings that could apply (different shades of gray).

  • Reply to

    FDA has lifted HOLD

    by hairypotter9 11 hours ago

    Is (Techsonian) a real news organization? If this is real then the other news services would have it posted. I don't see anything so---Verify before you Trust. Probably a scam.

  • (From Black)" It's also not clear what Dr. T's dual position motives were. I strongly suspect that there is much more to the story. Again, chippy won't tell us."

    I think we pretty much agree, except in the relative importance of Tefferi and Scarlett. As you say, "--there is much more to the story". I think Tefferi is the god-father of IMET, and Scarlett is happy to go along. The FDA's role is a bit foggy. Anyway, we will find out what Mayo has on its mind at ASH.

  • Reply to

    Irishi’s hoax #3

    by rx_71_17 Oct 30, 2014 2:48 AM

    The truth is that Irish tells the truth about IMET and Mayo Clinic.

  • Black---The only data that matter's is Mayo's MF data, since these involve the only meaningful blood cancer successes in humans to date. Geron, of course, owns IMET, but, I believe, the FDA and Mayo have decided (unofficially) to control the future or IMET. Geron is going along because it is in their interest to do so. Look at Dr. Tefferi's double positions at Mayo and Geron. Mayo and the FDA are on IMET's side, but Geron's interest are more clouded by past history, and investors objectives.

  • lws2000 lws2000 Oct 28, 2014 6:30 PM Flag

    The "ASH-effect" will define exactly what "Tantamount to a Cure" means. Is there evidence that cures exist, or is it too early to tell? What is the difference between a complete remission and a cure?

  • The domination of the hedge funds is likely over, but their influence will be felt for a while. The greater force will be medical and scientific information from Mayo Clinic (MF studies) and others such as NCI, Amgen, and Yale Medical School.

    This is the beginning of the "ASH-effect", that has been predicted to take place between the ASH-abstracts (Nov.6) and the ASH-conference (Dec. 6 to 9). Mayo Clinic has been gathering data and case studies since ASH (2013). The interruption of the low-level-liver-holds (Mayo & Geron) damaged the investment value (Geron PPS), and emboldened hedge-funds (Washington Post article about manipulating small biotech companies). The Mayo-hold has been released by the FDA. ASH (2014) and Mayo's new information, plus new IMET potential, will reverse all of the earlier damage. It is starting now, with the ASH-abstracts on the horizon.

  • Reply to

    Any idea why the run-up today?

    by brucethefreethinker Oct 28, 2014 3:24 PM
    lws2000 lws2000 Oct 28, 2014 4:47 PM Flag

    It is the beginning of the "ASH-effect", that has been predicted to take place between the ASH-abstracts (Nov.6) and the ASH-conference (Dec. 6 to 9). Mayo Clinic has been gathering data and case studies since ASH (2013). The interruption of the liver-holds (Mayo & Geron) damaged the investment value (Geron PPS), and emboldened hedge-funds (Washington Post article about manipulating small biotech companies). The Mayo-hold has been released by the FDA. ASH (2014) and Mayo's new information, plus new IMET potential, will reverse all of the earlier damage. It is starting now, with the ASH-abstracts on the horizon.

  • lws2000 lws2000 Oct 28, 2014 3:12 PM Flag

    Is the ASH effect starting? That is--Good news from ASH abstracts creates a higher PPS trend. It is about a week early.

  • lws2000 lws2000 Oct 28, 2014 1:05 PM Flag

    Unless Mayo Clinic is falsifying data from their MF patients, there is no way that this stock can stay down. Geron will be part of an another company before long (merger,buyout, partner) with Mayo Clinic continuing its studies with IMET. The transition news will knock the PPS to a much higher level. Why would Mayo falsify data? (can't come-up with a reason).

  • Reply to

    Mayo's Credibility is Impeccable

    by joanie_de_1 Oct 25, 2014 2:13 PM
    lws2000 lws2000 Oct 27, 2014 6:55 PM Flag

    We don't know how Mayo and the FDA are resolving Geron's problems without further damaging IMET (from an investor's or patient's point of view). ASH should help with the transparency. Abstracts are next week (Nov. 6).

  • The next chapter in this tug-of-war between medicine and markets will be written by the ASH abstracts. My belief is that Mayo Clinic has the upper hand. The time between ASH abstracts (Nov. 6) and ASH (Dec. 6 to 9) should be a period of considerable news (hopefully good) about the effectiveness, safety and potential of IMET. The relationships between Mayo and the FDA (hold removed) will become more obvious. I think we discover that they talk to each other and have a "sensible-plan" going forward. Mayo Clinic will be supervising patients and treatments, while the FDA will setting and enforcing the standards (data collection, format).

  • lws2000 lws2000 Oct 26, 2014 9:34 AM Flag

    I agree with you, especially since we are talking about a little more than a week of waiting. I would be totally surprised, if, for any reason, after Nov. 6, we are saying that Mayo has not been creditable, or transparent. Everything that we think we know about the good effects of IMET (in many MF patients) comes directly from Mayo. I don't expect that to change, and I expect additional good news.

  • The challenge at ASH is to the creditability of Mayo Clinic. Can Mayo prove that Imetelstat (IMET) is every thing they claim that it is? Is it a great drug, that has a special place in medicine (telomere-telomerase plus Nobel Prize)? I think so. Will the PPS reflect that good news? It should, but there is competition from hedge funds (Washington Post article about manipulation of small biotech companies). A good, effective cancer medicine (IMET) should be the dominant factor.

    I think the real test is the quality and quantity of Mayo's MF data. ASH will bring new enlightenment and understanding to the MF studies, and there will be consensus that IMET has arrived for "primetime use". I cannot see the FDA standing in IMET's way, with Geron going along with "the program" as designed by the FDA, and supervised by Mayo.

    There is general agreement, I believe, that, in no way, have the Mayo's MF results been exaggerated or falsified. The term "abundance of caution" has been used recently, and that applies to the FDA's careful look at Geron.

  • lws2000 lws2000 Oct 24, 2014 5:53 PM Flag

    We agree, I believe, that in no way have the Mayo's MF results been exaggerated or falsified. The term "abundance of caution" has been used recently, and that applies to the FDA's careful look at Geron. I think the real test is the quality and quantity of Mayo's MF data. ASH will bring new enlightenment and understanding to the MF studies, and there will be consensus that IMET has arrived for "primetime use". I cannot see the FDA standing in IMET's way, with Geron going along with "the program" as designed by the FDA, and supervised by Mayo.

  • lws2000 lws2000 Oct 23, 2014 10:06 PM Flag

    Imetelstat and Mayo are the key participants at ASH. Mayo is believed by all to be a "truth" teller. The FDA will see to it that Imetelstat gets into the proper hands for continuing trials and the welfare of existing patients. Geron happens to be the owner of IMET at the moment, but that could change (merger, buyout, partner). So far, Mayo has not suggested in any way that IMET should be held back. The answer is that, if Mayo has good data, IMET should be released from all restrictions. Mayo is calling the shots (MF studies). The Geron issues are separate, and primarily marketing issues, IMO. Geron owns IMET.

  • If I am correct, the publication of the ASH abstracts will ignite the Geron rocket (big IF).

  • Reply to

    Forever stuck below 2.20

    by jmeilink6000 Oct 23, 2014 9:56 AM
    lws2000 lws2000 Oct 23, 2014 10:08 AM Flag

    It appears that the IMET story is breathing new life into the PPS as ASH abstracts approach. A few favorable abstracts could work wonders. We will soon know.

  • lws2000 lws2000 Oct 23, 2014 9:49 AM Flag

    So far, there is no negative news concerning IMET, as ASH abstracts approach. Geron seems to be slowing waking up, as the hedge fund shorts lose control (I hope). These controlled markets were explained in a recent Washington Post article (on this board). IMET & Mayo will be the dominating medical factors.

  • lws2000 lws2000 Oct 22, 2014 2:08 PM Flag

    There is no way that IMET can get high marks at ASH (A or A+) and not have the PPS go higher. It could be the merged company with Geron gone, Geron with a new partner, or Geron stlll intact. With any combination, IMET at ASH will have a significant impact for investors and patients.

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