GERN mid-year review
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.
(market cap $0.27B)
Geron continues to be a leading edge biotech firm, that is a speculation, not an investment, though they are making progress. Stem cells, telomerase, nuclear transfer, cloning, puts them in the forefront of revolutionary medical potential but also in public controversy. Management has repeatedly proved capable of simultaneously managing technical development and public perception.
Despite their significant implications, there isn't much to say about the company because it operates without great drama. The news reports and press releases will become more meaningful because they are making progress through clinical trials.
I'll continue to hold, and probably wouldn't increase my position until they successfully complete more trials.
DISCLAIMER LTBH since 1999. |
