| From: tktrimbath | 6/30/2019 3:14:45 PM | | | | | | 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 $0.263B was $0.186B)
Geron is a high-tech biotech developing treatments for various disorders based on manipulating telomeres, the molecules that help manage cell death. Cancer cells don’t die on time. Autoimmune disorders can be based on cells that die too soon. Manage the telomeres and potentially manage many disorders. Currently, Geron is targeting cancer treatments.
Welcome to the ‘but’ part of the description. Geron has been targeting cancers for decades. Twenty years ago they also held the patents for cloning, were developing stem cell therapies, and of course, telomeres. None of their treatments have reached the market, yet. Many of the intellectual properties have been sold off to keep the company alive. They are making progress with one treatment that has reached Phase III, though in a small study. Completion of the trial, as well as sufficient progress to justify applying for FDA approval is possibly years away. If they succeed, they will be famous, help society, and hopefully make the shareholders’ stocks rise. In the meantime, we wait.
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: cycleupcycledown | 12/7/2019 12:24:07 PM | | | | | | | 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: tktrimbath | 12/31/2019 4:34:47 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 $0.272B 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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