| From: tktrimbath | 6/30/2018 6:42:45 PM | | | | | | My mid-year synopsis of GERN - 2018
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 $0.594B was $0.287B)
Geron is a leading edge biotechnology firm developing a cancer vaccine treatment based on managing telomerase. Their most advanced treatment is addressing blood disorders. As with other cancer vaccines, the first treatment approved may be sufficient for profitability, but the upside is amplified if the same technology can be applied to other cancers. Currently, Geron is in phase 2 / 3 clinical trials. If successful, the treatment must still be approved by the FDA before becoming publicly available. Each positive step closer decreases the risk to the company and the risk discount to the stock.
Pardon the copy and paste from another, similar, and associated company (Asterias, AST), but the same statements apply.
“A major caution with innovative biotechnology companies and their treatments is that the FDA is not as innovative in its approval process. … Unless the FDA decides to accelerate the process on compassionate grounds, public treatments and subsequent profits are many years away.”
DISCLOSURE LTBH since 1999 and continuing to hold. I might consider buying more, but will probably wait for substantial, quantitative results are made public - which would spark a spike that might price me out of the sale. Stay tuned.
(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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| From: Savant | 8/24/2018 12:26:12 PM | | | | | | Geron up 42% on expectations of J&J continuing with imetelstat
Aug. 24, 2018 9:57 AM ET|About: Geron Corporation (GERN)|By: Douglas W. House, SA News Editor
Geron ( GERN +42.2%) is up on double normal volume in apparent response to a job posting for a pricing manager whose duties will include a setting a pricing approach for imetelstat, implying that its Janssen unit will continue development.
Janssen is expected to notify Geron on its decision this quarter. |
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| From: tktrimbath | 10/2/2018 5:49:45 PM | | | | | | My Almost 20 Year Perspective on GERN
Cross-posted on Twitter (@tetrimbath) and Investor Village.
It takes more than one perspective to truly see a picture. Here's one example from my investing portfolio.
"After last week’s drop and today’s rise, the stock sits at $1.71, a more than 10% raise in less than a year."
"Time is more valuable than money, and I feel its loss just as much."
trimbathcreative.wordpress.com
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| From: tktrimbath | 12/31/2018 4:40:27 PM | | | | | | 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 is $0.186B was $0.594B)
Geron is a leading edge biotech company developing treatments for cancer through the management of telomeres, the molecules that manage cell growth and death. Treatments are in clinical trials, which means they are beyond simple lab tests, but it also means they have yet to apply for or achieve FDA approval. A classic risk/reward trade because the risks of getting approval for innovative treatments is difficult, and the rewards are great because of a great unmet need with very little competition.
They are continuing through clinical trials, but have not produced results that have enthused the investing community. The company has also been shedding intellectual assets for years (see AST), and has had to rely on partner companies.
I’ll continue to hold. I’ve sold shares to buy into other opportunities, but want to hold onto a core, just in case.
DISCLOSURE LTBH since 1999 and continuing to hold. I might consider buying more, but will probably wait for substantial, quantitative results are made public - which would spark a spike that might price me out of the sale. Stay tuned.
(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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