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Biotech / Medical : Geron Corp.
GERN 1.465-0.3%Nov 29 3:59 PM EST

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From: tktrimbath12/31/2017 2:32:23 PM
   of 3521
 
My EOY 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 is $0.287B was $0.433B Mid2017)
Geron is a leading edge biotechnology company specializing in the technology of managing telomeres. Telomeres are the molecules at the end of chromosomes. Telomerase is used to manage the telomeres to manage the cell’s ability to die. Cancer is related to cells that don’t die. Autoimmune diseases can be caused by early cell death. Managing telomeres, therefore, has a broad and significant set of applications. The current focus is on hematological disorders, blood diseases. Geron has treatments in phase 2 and phase 3 clinical trials.

Phase 2 and phase 3 clinical trials are far enough along to be encouraging, but the process has been long and the regulatory process is usually difficult for innovative treatments. The potential is great because the ability to manage both aspects of cell death reach far beyond the trials’ hematological focus.

I continue to hold and am cautiously optimistic, but have low expectations. Geron has been developing biotechnologies for decades and has yet to produce a commercially viable treatment. Most of the company’s technologies have been sold off to raise operating funds. This may be a classic dwindling of potential, or it may be the low point from which a strong recovery is begun. Hence, I’ll hold but not buy or sell without better news or greater need.

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
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