SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Geron Corp.
GERN 1.465-0.3%Nov 29 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: tktrimbath12/31/2016 9:06:11 PM
   of 3521
 
My end of year review of GERN

INTRO Here's my semi-annual exercise to see if I remember why I own the stocks I own, and so I can check back and see if their stories have changed. I post in case it helps others too.

Geron
GERN (market cap was $0.426B mid2016 is $0.329B EOY2016)
Geron is developing leading edge biotechnologies based on telomerase, a protein that helps control cell death. The drug is in clinical trials for treating "hematologic myeloid malignancies", which I translate as blood disorders. The potential is very large because controlling cell death has the potential to encourage cells to die on demand, thereby treating cancers; or convincing them not to destroy themselves, which can be an issue in auto-immune disorders.

They are in phase 2 clinical trials, but the data have underwhelmed the investment community.

At one time, the company had four major technologies in development. Now, they are down to one major technology. Diversification within a company is not a guarantee. The clinical trials continue, but I must admit that their past performance is affecting my expectations of their future performance. I am considering selling GERN to buy AST, which happens to be advancing one of Geron's other spun-off technologies.

DISCLOSURE LTBH since 1999 and continuing to hold (though I sold much, partly for diversification, partly to raise funds.)
(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.wordpress.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext