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   Biotech / MedicalGeron Corp.


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From: cycleupcycledown9/12/2019 12:02:08 PM
   of 3521
 
GERN showed up on my 5 day up scan....backed up the truck @ $1.52....one more attempt

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From: Savant10/2/2019 5:22:21 PM
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GERN granted FDA fast track for Imetelstat for Myelofibrosis treatment

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To: Savant who wrote (3505)10/3/2019 11:35:48 AM
From: tktrimbath
   of 3521
 
How much do you think this accelerates the possible approval? 2020? 2025?

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To: Savant who wrote (3505)10/6/2019 7:26:46 AM
From: cycleupcycledown
   of 3521
 
Fantastic news....added more....oh ya!!!

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To: tktrimbath who wrote (3506)10/6/2019 7:29:12 PM
From: cycleupcycledown
   of 3521
 
I guess there's an outside chance geron has tweaked the dosage or have found a good combo to enhance the efficacy.

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From: cycleupcycledown10/25/2019 2:35:33 PM
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Wedge break out, oh ya!

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From: cycleupcycledown12/7/2019 12:24:07 PM
   of 3521
 
My plan....I bought thousands of shares around $1.5, one lump sum....Going to dollar cost average out over 4 years, selling same amount of shares every month...should do pretty good, outside chance of hitting the mother lode.

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From: tktrimbath12/31/2019 4:34:47 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 is $0.272B was $0.263B)

Geron is an advanced biotech company primarily (solely?) developing a treatment for cancer based on managing telomeres, molecules at the end of chromosomes that manage cell life. Good luck deciphering oncological jargon, but as I understand it, the company is concentrating their efforts on applicable blood disorders.

While the company is proceeding through Phase 2 and 3 clinical trials, the results haven’t generated much enthusiasm within the investing community. Except for a few spikes, the stock has steadily been declining for several years. The downside with biotechs is understandably near zero. The upside with GERN is significantly higher than treating blood disorders. Controlling cell life potentially impacts disorders that involve cells that forget to die (e.g. cancers) or cells that die too readily (e.g. auto-immune disorders). A proof of the technology, particularly FDA approval for even one disorder, would probably dramatically improve the stock price, and the lives of many patients (which is the more important success criterion.)

I continue to hold, partly out of habit, partly because they are in Phase 3 (which usually decreases risk) and at a low stock price (which suggests a significant reward).

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: tktrimbath5/15/2020 2:43:23 PM
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"Geron believes imetelstat's addressable population could include 85% of lower-risk MDS patients, resulting in potential revenue of $500 million per year."


&


"investors might want to remain cautious"


https://www.fool.com/investing/2020/05/15/why-gerons-soaring-163.aspx

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From: Savant5/19/2020 12:11:41 AM
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GERN, another bump on Monday

fool.com

After four abstracts were released highlighting the latest data on its lead drug candidate, imetelstat, shares of Geron ( NASDAQ:GERN) were trading 23.4% higher as of 1:21 p.m. EST on Friday.

So whatPreviously, Geron's prospects were dealt a significant blow when former imetelstat co-developer Johnson & Johnson decided against advancing the drug into phase 3 studies following lackluster mid-stage trial results in myelodysplastic syndromes (MDS) and myelofibrosis. After Geron received the rights to imetelstat back from J&J, it initiated a phase 3 study in MDS and paused development in MF.

At the upcoming European Hematology Association Congress, which will be held virtually from June 11 through June 14, researchers will provide updated mid-stage data regarding imetelstat's effectiveness against MDS in an oral presentation. They will highlight that 32% of patients in the study (12 patients) achieved 24-week independence from red blood cell transfusions, and 29% of them (11 patients), were transfusion free for at least one year, including one patient who was transfusion free for 2.7 years.

Poster presentations at the event will also offer new insights into imetelstat's phase 2 trial in MF. One poster highlights a dose-dependent trend toward longer overall survival in patients who responded to imetelstat. Another poster highlights improved overall survival in triple negative MF patients who are relapsed or refractory to Janus Kinase (JAK) inhibitors, including Incyte's Jakafi, a blockbuster treatment with expected sales of over $1.88 billion in 2020.

Now whatThe oral abstract is encouraging because it suggests Geron's ongoing phase 3 MDS trial could pan out. If it does, Geron believes imetelstat's addressable population could include 85% of lower-risk MDS patients, resulting in potential revenue of $500 million per year.

The poster presentations also offer encouragement because they could tilt the odds in favor of Geron restarting development of the drug as a treatment for MF. Management plans to sit down with the Food and Drug Administration soon to discuss its options in MF, and then make a decision on whether or not to start a phase 3 study.

Although these presentations are sparking optimism, investors might want to remain cautious given J&J's decision to abandon development of imetelstat and Geron's inability to attract a suitor or another collaborator. Until definitive late-stage data becomes available, it may be wiser to focus on other biotech companies with clearer pathways to drug approvals.

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