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Biotech / Medical : Geron Corp.
GERN 1.235-2.0%9:30 AM EST
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From: tktrimbath6/30/2022 8:01:46 PM
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My mid-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 $0.585B was $0.393B)

Geron is a leading edge biotech firm that has been hanging on that edge for at least as long as I've owned the stock (since 1999). Their primary focus has been reduced to telomerase and blood disorder treatments, ala Imetelstat, after having sold off other divisions to raise funds to continue the work. Though long delayed and anticipated they have finally reached Phase 3 for at least one of the treatments. They expect results early 2023 after which they plan to submit the drug's application to the FDA. Commercialization could happen as early as 2024. That schedule is aided by Imetelstat's Fast Track and Orphan Drug statuses.

This journey has taken so long that it is hard to believe it is near. Is their leading edge blunted? That heritage may also partly explain why there doesn't seem to be a surge of interest. There is some renewed interest, but not what I expect from a biotech about to enter commercialization. Who knows more, the current shareholders or the reluctant ones?



DISCLOSURE LTBH since 1999 and continuing to hold. I bought more when they mentioned specific years for clinical trials and approval goals.

(I've also collected links to the other discussion boards and my other stocks over on my blog trimbathcreative.net )
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