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Petr Message Board

rjosmo 27 posts  |  Last Activity: Sep 5, 2014 6:59 AM Member since: Oct 22, 1998
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  • Reply to

    Pran proactive article

    by pierreluke77 Sep 5, 2014 2:48 AM
    rjosmo rjosmo Sep 5, 2014 6:59 AM Flag

    I believe this is the approval from the FDA site "5,7-dichloro-2-methylaminomethyl-8-hydroxyquinolone hydrochloride 09-04-2014 Treatment of Huntington's disease which was approved on 9/4/2014"
    IMHO

  • Reply to

    Chippy Question Part II

    by blackmarango Aug 6, 2014 4:45 PM
    rjosmo rjosmo Aug 12, 2014 8:07 AM Flag

    CEO admitted this is a very challenging time for GEron - why? What happened to giddy? If you aree on the precipice of an anti-cancer drug you would not say that especially with over $140 million in the bank so your pay can continue for years even without any results. Anyone notice the Asterias distribution didn't happen by the end of July as he said but no comment during conference call. More lack of transparency. Catch me if you can does not sit well with analyst community.
    IMHO

  • rjosmo rjosmo Aug 12, 2014 7:44 AM Flag

    Do you really think analysts were impressed with over 75% of test subjects no longer part of the Mayo Clinic trial without any explanation? Do you think analysts are impressed with an abstract filed for ASH which according to CEO has no updated date? WHY NOT - REALLY?
    IMHO Without Mayo behind product FDA wins!
    IMHO

  • Reply to

    expect nothing until Q1 2015

    by georgesmarsh Aug 11, 2014 5:03 PM
    rjosmo rjosmo Aug 11, 2014 5:22 PM Flag

    Having presentation at ASH is an ASSUMPTION. With no new data can you be sure they will even schedule a presentation?
    IMHO agree nothing on horizon except cash drain until second half of 2015 if then.

  • Reply to

    Stonewalled again EOM

    by golflogo Aug 11, 2014 4:55 PM
    rjosmo rjosmo Aug 11, 2014 5:02 PM Flag

    From my notes:
    over 60 patients left study but refused discussion of why
    No added patients to study even after Geron takes it over
    year end to get info to FDA
    Abstract filed but update info not included
    No EU effort planned
    won't characterize patient info
    No disclosure on payments Mayo Clinic to receive
    "Challenging environment admitted to"
    Conclusion - he wasn't giddy as had been the case when the initial Mayo effort got started.
    IMHO Tough to hold with this #$%$!

  • Reply to

    and the dump begins

    by dropping_red Aug 11, 2014 3:59 PM
    rjosmo rjosmo Aug 11, 2014 4:22 PM Flag

    Will CEO clear up Mayo Clinic changes? Not expected - unless you really don't need to know status of Dr Tefferi, did anymore test subjects have positive responses, will Geron reimburse Mayo Clinic for costs since day 1 now? Did Tefferi file his abstract or not? When will Geron supply FDA with its liver test results?
    What is new ramp for cash burn? When will secondary be issued? What happened to new stock being delivered to Gern shareolders? Missed deadline of end of July!
    IMHO

  • Reply to

    China to Ban All Coal Use in Beijing by 2020

    by danageorge21 Aug 6, 2014 9:36 AM
    rjosmo rjosmo Aug 6, 2014 4:55 PM Flag

    B.S. and you know it!
    Did you know they are giving some coal companies the highest gov't awards for efficiency and safety?
    IMHO USEC has problem with Russia unless POTUS backs off public insults of Putin.
    IMHO

  • Reply to

    India Russia Gazprom Deal

    by kirannsetty Jul 3, 2014 3:24 PM
    rjosmo rjosmo Aug 6, 2014 4:00 PM Flag

    WRONG!
    What is good for the company is not always good for the stock ESPECIALLY as Executives of Gazprom already announced they plan on issuing more stock to pay for the capital needed to deliver these new services. That will severely dilute the stock which is what you buy.
    IMHO Time to buy may be after the secondaries are done but not before.
    Again All IMHO

  • Reply to

    What is going on REALLY!!!!

    by golflogo Aug 5, 2014 3:45 PM
    rjosmo rjosmo Aug 6, 2014 9:34 AM Flag

    B.S. Mayo test control had nothing to do with a suitor other than to justify faith in the results which is now at risk again. CEO needs to clear this up at conference call.
    IMHO

  • Reply to

    Another read?

    by rattllebug Aug 5, 2014 12:48 PM
    rjosmo rjosmo Aug 5, 2014 2:07 PM Flag

    As usual Geron has made a deal that is not clear. Is Teffari now clear to join Geron as an Exec with Mayo Clinic blessing now that all liability and costs are no longer Mayo issue? Is there a problem or an FDA insistence that Mayo get out of the way as they try to crush Geron for the final time?
    It can't be good but bet CEO putson happy face for conference call coming up soon.Absorbing costs and liabilities will drive Geron cash burn to greater extent too.
    IMHO

  • rjosmo rjosmo Aug 4, 2014 10:54 AM Flag

    Yes the conference call should CLEARLY shed light on what the heck is the rest of Geron is doing while one Mayo Clinic test is occurring! Let's hope
    IMHO

  • Reply to

    Where the price will go if the hold being lifted

    by spwangsu Aug 3, 2014 1:42 PM
    rjosmo rjosmo Aug 4, 2014 10:37 AM Flag

    One- you must be kidding if your implying you expect people on the internet to give you investment advice with such granularity and even more credulous if you would take it.
    Two - Plan on listening to upcoming conference call so you can judge company need for financing, timetables for introducing any drug and other key items the investment community inquires about.
    Three - Are you confident management can really do anything except absorb cash from secondaries as has been the case for the past decade with only exception being current CEO who actually bought a small position from his earnings.
    IMHO We will see sub $ prices in the near term (long before we ever see $5 again) in the long term with a bit of luck and lots of fresh cash.

  • Reply to

    ASH 2014 abstracts filed by Agust 5th

    by luckypenny246 Aug 1, 2014 12:36 PM
    rjosmo rjosmo Aug 1, 2014 3:51 PM Flag

    Why are you so sure of the date? Should we be let down if the CC occurs and the abstract has not been filed yet?
    IMHO

  • rjosmo rjosmo Aug 1, 2014 3:48 PM Flag

    To SBINS
    Not sure USEC pricing is as critical as what could another supplier of either SWU or the fuel rods themselves be able to get the SWU at from Tenex if Obama kills the deal with USEC on sanction grounds. USEC biggest risk is loss of long term contracts due to inability to perform!
    IMHO

  • Wouldn't this be perfect opportunity for customers to break their commitments to buy SWU from other competitors?
    IMHO it is not smart to talk down mutually assured destructive world powers as if they are someone's child! One should expect a negative reaction which could affect NASA and USEC to mention just two.
    IMHO

  • Reply to

    Huge outright bear attack on QCOM

    by cramerstrophywife Jul 27, 2014 7:42 PM
    rjosmo rjosmo Jul 28, 2014 2:16 PM Flag

    IMH you are right but not many companies as well positioned as QCOM and management could certainly do more with cash than just buyback shares. It would make a nice surprise if accretive. Less volume than their hype should ha caused so my bet is that some of lost 5 points will be gained back son. Have patience!
    IMHO

  • Reply to

    Asterias

    by ebonymarangachachacha Jul 23, 2014 8:43 AM
    rjosmo rjosmo Jul 23, 2014 9:46 AM Flag

    Pay attention to what CEO says! End of July means as late as possible in July. Comments like "No need to issue secondary until third quarter" means first day of third quarter secondary likely. ETC. Always the truth but always at the margin.
    In my opinion after owning this stock for well over a decade and glad to have current CEO as great improvement over prior management.
    IMHO

  • In the post 2006 environment of a privatized USEC what prevents GE and other fuel rod suppliers from acquiring SWU directly from Russians?
    Given the Exec branch rhetoric against Russians what prevents them from slowing deliveries to USEC of commercial SWU or even pre-announcing greater price increases in the future than currently factored into USEC long term financials discounted forward?
    Is it possible that the final equity of the re-established company current shareholders will receive will change to a lower amount or that the value of the re-established company will have a lower value especially if one considers that the D.O.E. WILL be under a different president before the facilities USEC depends on is finished?
    To what extent will USEC corporate share options cut into what current shareholders expect to go to them?
    Thoughts?
    IMHO

  • rjosmo by rjosmo Jul 7, 2014 10:01 AM Flag

    It would help a lot of investors is someone would share where they got the info from saying USU was going to go up.
    Thanks in advance
    IMHO

    Sentiment: Hold

  • Where did you see positive statement that mad e you buy this stock from $2 through $10? It will help a lot of other people avoid such scams if someone would share their source.
    Thanks is advance
    IMHO

PBR
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