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Geron sold shares as per the sales agreement to use for leverage, independent developments, to use in the opt in collaboration with Janssen as per the report. IMO Scarlett was trying to give a hint to investors both following and softening the point that they have to wait till Q3 for the continuation decision so Scarlett cleverly and conservatively says that Imetelstat is worth developing further that they would keep going even without. It's not a hint that they have knowledge that a deal won't happen they would be crazy to play that game. It's a crumb to hold us over and people got scared, stock was manipulated, margin calls etc etc. I think it bounces on Friday and on the 15th we rock.
Its pretty obvious why they finally pulled the trigger now..they are going to make purchase. When they release the deal it will make sense. This companies management skills leaves alot to be desired. But inspire of their fumbling around this stock will make a major move up shortly. The buyout will be announced any day now. And it will all fall into place for geron shareholders. If correct then I am looking for a way to make money on the buyout.
don't worry , just know that earnings beat, Geron basically said that even if JNJ doesn't offer continuation that GERN is prepared to continue without them especially since OS is still "evolving." Basically just shorts and weak hand selling.
never, never , said, never.....
Look shorts, you keep says JNJ will end the deal with GERN. That is a lie. GERN is addressing the shorts lie by saying GERN'S drug technology is so great that GERN will bring it to market with or without JNJ. This is great news for longs. This is terrible news for shorts.
Shorts keep saying Johnson and Johnson may back out. That is simply not true but GERN is saying that their drug is so good that they can make it without JNJ
Yes GERN is telling the world that GERN'S drug is transformational and hit the home run with or without JNJ. That is great news..
p.s.
All trade after hours now $3.50 is 0,0,0,0,00,0,100,100,0,0,0,0,0,0,200,0,0,0,0,0,0,0, Level 2 said nice try
Short interest rose from 37 million to 44 from March 15-29, and that's where the $6 spike was in. That means 7 million new shorts were added but the price went from $3.48 to $4.25 to bracket that period. The high of day on the close of that period was $4.76. Whatever new shorts joined in the peak of $6, overall the shorts lost money. These were all high volume days over 10 million traded. So the shorts lost a LOT of money.
Then in the second period the shorts decreased from 44 million to 34 from March 29 - April 13. Meaning 10 million shorts covered and the price went from $4.25 to $3.85. This period reveals the truth of the short action. The volume during this period was less around 6 million trades daily, but volume suddenly spiked on April 12-13 to 14 million trades each day. The price during this period bottomed at 3.26 and 3.27 right before the volume spike. That means the shorts didn't have to guess when to cover. The day the shorts chose to cover the price jumped from 3.27 to 3.85 at the end of this period on April 13, and that's including the high of day was 4.62. That's proof that short covering drove the price from 3.27 to 4.62. Remember how the last period ended at $4.25? So that means there were weak longs who sold but even better the shorts broke even or lost more money. But they definitely didn't gain.
Now check out the last period April 13-30 and the shorts increased short shares 6 million, but the price stayed the same the whole period. That means there's fewer shares to short on the market so the shorts are really struggling to bring the price down and it means there were 6 million new longs shares.
Shorts are paying a hefty premium on all their shares in addition to all their losses. For the last year that I've been here it looks like the shorts have only lost money.
Right now is especially dangerous for the shorts. They added 6 million but the price stayed the same because longs are buying. That means shorts are right on the edge. Every share longs add from here is going to drive the shorts deeper into crisis mode. Sorry I know this got long but I had to share because the data shows everything the shorts are doing real clearly. Just being real here, the shorts are on the brink of crisis, the best that the shorts can do is hang on for dear life. There's no way they get out of this 40 million short shares without skyrocketing the price.
Let’s also not forget that on Jan 31 2018 right when the big upside began, there were already 33M shorts with the stock price at $2.45.
Some of those got squeezed for a large loss during the run up and at best got to short more if their broker hooked them up with more shares to short.
Bottom line is that the buyers outnumbered sellers/shorts by significant amount for the past 3 months and shorts are stuck with 40M shares to buy back.
imetelstat.info EU.
https://imetelstat.eu/
Integrated Molecular Analysis Identifies Replicative Stress As Sensitizer to Imetelstat Therapy in AML
C. Bruedigam et al (2017)
Conclusions:
In summary, imetelstat prolonged overall survival in a large cohort of AML PDX. In 57% (17 out of 30 individual AML patient samples), sustained responses to imetelstat were associated with marked improvements in survival and a baseline replicative stress-annotated transcriptional signature. The rational sequencing of standard induction chemotherapy to induce replicative stress provides proof-of-concept to sensitize imetelstat-resistant AML patient samples and suppress expansion and prevent relapse in AML.
(ASH2017, abstract 798)
You’re missing one thing Dump , JNJ is gonna approve , it because the drug is worked very Well a) Diamond and; b) has a Excellent safety profile !!!! p.s. and your opinion is 0 - Vol.
It’s realistic to assume - you gona loose your all $$$$$$ in short position .......
Geron Corporation patents
http://stks.freshpatents.com/Geron-Corporation-nm1.php
Geron . Deutsche Bank AG increased its stake in Geron Co. (NASDAQ:GERN) by 70.1% during the fourth quarter, according to its most recent filing with the SEC. Emily Bradson
on May 5th, 2018
https://macondaily.com/2018/05/05/geron-co-gern-shares-bought-by-deutsche-bank-ag.html
Here is why GERN will be a $80-120/share stock when JnJ offer the buyout!
"If approved for commercial sale for the treatment of lower risk MDS, imetelstat would compete
against a number of treatment options, including erythropoiesis stimulating agents and other
hematopoietic growth factors; immunomodulators, such as lenalidomide by Celgene Corporation, or
Celgene; hypomethylating agents, such as azacitidine by Celgene and decitabine by Janssen; in addition
to investigational treatments that may be further along in development than imetelstat, such as oral
versions of azacitidine; histone deacetylase inhibitors; TGF-beta superfamily inhibitors, such as
luspatercept by Acceleron Pharma, Inc., or Acceleron, in collaboration with Celgene; PI3 Kinase
inhibitors; aminopeptidase inhibitors, such as tosedostat by CTI Biopharma; TLR2-specific antibodies;
anti-CD33 antibodies; Fas ligand inhibitors; and JAK-STAT pathway inhibitors."
May 4th, 2018
Geron (NASDAQ:GERN) was upgraded by stock analysts at ValuEngine from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Wednesday.
https://www.thelincolnianonline.com/2018/05/04/valuengine-upgrades-geron-gern-to-buy.html
Shorts play with shorts..... Shorts need to cover ASAP , even they loss !!! They need keep under $4.00 and try to lowered price ... above $4.00 many Traders company let you buy on margin acc. , some small investors institution buy , but above $5.00 BIG BOYS come in Up - Institutions ... p.s. small day traders plus , when big Vol
UPDATE to CT # NCT102598661 MDS Last Update May 3, 2018
https://clinicaltrials.gov/ct2/show/NCT02598661Study to Evaluate Imetelstat (JNJ-63935937) in Subjects With International Prognostic Scoring System (IPSS) Low or Intermediate-1 Risk Myelodysplastic Syndrome (MDS)
Jansen just sponsored Geron Phase 3 study for Imetelstat. Filed yesterday 5/2/18**** Thats kind of a big deal!
Sponsor: Janssen Research & Development, LLC
Responsible Party: Sponsor
https://clinicaltrials.gov/ct2/history/NCT02598661?A=1&B=28&C=merged#StudyPageTop
Shorts need to cover ASAP , even they loss !!! They need keep under $4.00 and try to lowered price ... above $4.00 many Traders company let you buy on margin acc. , some small investors institution buy , but above $5.00 BIG BOYS come in Up - Institutions ... p.s. small day traders plus , when big Vol
\This is WHY :
GERN has a cure for cancer by destroying its ability to reproduce cells. Partnered with Johnson & Johnson and on the top of their oncology list. This is one more deliberate news article that was timed on the day of a positive webconference. Why? because short sellers hold 35 million short shares and they're trapped. They thought a year ago that bankruptcy was imminent and imetelstat would fail. They made the wrong bet. Hopefully, those short sellers and associates can sleep well at night knowing that the money they make on a negative article is pointed towards a drug that is literally saving lives of cancer patients with no prior alternative options for survival beyond 7 months. Today these patients are 3x that average and quite possibly have been cured. First time ever!!
Short with short...... plus day traders...
PCYC = $262 a share.
GERN = $700 a share. GERN has 2 deals with Johnson and Johnson. GERN has 350 patents.
GERN has deals with BTX and Sienna.
ABBVIE wants to use GERN'S drug in AML.
GERN has $110 million in the bank.
GERN'S drug works in 90% of all cancers.
GERN'S drug returns cancerous bone marrow to normal. No other drug can do this.
Johnson and Johnson calls GERN'S drug transformational.
Mayo Clinic calls GERN'S drug imetelstat tantamount to a cure.
GERN will hit $700 a share.
I pretended to sell short ten shares of GERN and got this statement.
This stock is either ineligible to be shorted or shares must be borrowed externally. Lenders of hard-to-borrow securities charge a fee in the form of interest. Clients who wish to short hard-to-borrow securities and are willing to pay a fee to cover the cost of borrowing those shares, may contact Securities Lending at 1-800-355-2448 to determine the fee amount.
It's breakout time for Geron because Imetelstat is a grand slam and word is getting out. The rally is just starting, the jello is jiggling, and the big cap pharma players probably have their checkbooks ready to outbid JJ for Geron which is transforming the fight against cancer with this miracle New Molecular Entity which has been shown to modify and even cause remissions in MF.
A bidding war buyout would garner record breaking numbers because owning Geron and it's key Imetelstat is essential for achieving dominance in this overwhelmingly lucrative sector.
The IMbark and IMerge trials will soon and hopefully be reported to have gone well and Geron will make a strong charge into double digits until acquisition. Remember Scarlett is getting old, and has a history of setting up buyouts. Geron may opt in to contribute which adds leverage to their position for buyout as Geron will get a bigger cut of the larger pie. I believe ultimately the goal is to sell the company rather than wait longterm for NME filings, FDA approvals, full worldwide market penetration and subsequent revenues and royalties and deal with being controlled, risks, expense, and raising capital. I believe JJ (and other large cap Pharma's) want(s) to own Geron and Imetelstat prior to numerous combination breakthroughs and uses for Imetelstat are created
The life saving properties of Imetelstat + a good safety profile + unmet patients' needs + FDA fast-track + successful trials assure success at all levels (medical, approvals investor).
The very fact that Imetelstat brings about remissions and cures (alone and in combinations) that no other medicine is capable of, and prolongs lives with positive safety and transfusion profiles meets the criteria for fast-track and accelerated approvals. With all of the collected positive data from the JNJ trials (with fast-track and orphan status in place) new approvals should be here now.
NASDAQ reported on 03/29/2018 a little over than 44 million short intrest then on 04/14/2018 there were about 35 million. Today 05/01/2018 on yahoo finance, I guess they update more than the NASDAQ 28.44 million. You see the trend captain short.
p.s. So close to 16 million shorted shares on gern are out in that small period of time. There running scared some e must know something. Imo
Respond from article author ,,It's Illogical To Think That Johnson & Johnson Has Dropped Geron,, :
Thanks for your meticulous work in demonstrating through comparative analysis that the JNJ slides can be given too much weight and that the fraudsters deliberately omitted the slide data that matters consistently.
I just hope all the new blood here learn quickly not to respond to the likes of AE or AF and spread the word through your facebook and twitter accounts so that you take the power of deceit away from these market manipulators. These fraudsters speak with fork-ed tongue and should be called out and minimized to trash.
5/01/2018 4PM EST .I believe it is a mistake to believe viewpoints that do not use data in a consistent manner and purposely exclude certain key pieces of information. I have tried to deliver an argument that shows Geron is in good standing with JNJ by analyzing a historical progression of slides and clinical trial updates. I used an apples-to-apples comparison of slides and data whenever possible. This analysis leads me to believe that JNJ and Geron are in good standing with each other. I was not able to identify any true inconsistency in data, slides, or statements; in fact it is the opposite that is true, JNJ has consistently shown Imetelstat in their "Pharmaceutical Pipeline" updates. In addition, the progress of Imetelstat's development seems to be proceeding according to Geron's March 2018 statement (which relies on decisions by the Joint Steering Committee). This is a pretty good sign that things are indeed proceeding as planned.
https://seekingalpha.com/article/4168159-illogical-think-johnson-and-johnson-dropped-geron
Very low volume. Shorts no longer shorting. It is no longer productive and no one is selling their long positions. They are holding based on fundamentals. Oh my....what a pickle.Gigs up. How will shorts cover? My guess......at much higher prices.LOL
May 2018 Printout
May 1, 2018
Last update current CT = April 24, 2018
OS = 23 months
Short Interest = 34M
Some patients in the EU with R/R MF are over 3 years
I've closely watched and held GERN for many many years. Currently, the short thesis as delivered by Nathaniel August i.e. Alpha Exposure (Mangrove Partners) is so full of deceit an just straight-out lies, that it has stirred up a hornet's nest of longs ready to defend Geron. These longs have been battered down for so many years by short attacks, such as those by Adam Feuerstein. The truth is, that imetelstat was CLEARLY listed as the top selected NME oncology pipeline drug in Johnson and Johnson's April 17, 2018 report (refer to page 2 ) http://bit.ly/2H6Bl7e
The clinical results for imetelstat in MF and MDS to date, have been nothing short of amazing. The ONLY thing that shorts have on GERN is that Geron has only one drug, and if JNJ does not continue development, a major set-back will be delivered to Geron. That is very unlikely at this point considering that the median Ordinary Survival (OS) in the MF trial has exceeded any other other approved or late stage drug out there. Median OS has still not been achieved, which means that these patients are surviving longer than with any other treatment. This alone is enough for the FDA to grant approval. The MDS results are just as good.
GERN is owned by mostly retail and independent investors. Their shares are being loaned out by their discount brokers without their knowledge and unfortunately many of these investors are easily swayed by the bogus hit job articles that shorts deliver regularly. It has been the bread and butter for these shorts that often act in collusion to produce fabricated arguments and seek bogus investigations by law firms. GERN longs are steaming mad, thus the thousands and thousands of comments. Eventually the large short position is going to be under tremendous pressure to cover, that is what the smart GERN longs are waiting for. It will come in the form of JNJ continuation, FDA approval, buy-out, or a multi billion dollar revenue stream. Just a matter of a few months for JNJ's decision.
GERN has a cure for cancer by destroying its ability to reproduce cells. Partnered with Johnson & Johnson and on the top of their oncology list. This is one more deliberate news article that was timed on the day of a positive webconference. Why? because short sellers hold 35 million short shares and they're trapped. They thought a year ago that bankruptcy was imminent and imetelstat would fail. They made the wrong bet. Hopefully, those short sellers and associates can sleep well at night knowing that the money they make on a negative article is pointed towards a drug that is literally saving lives of cancer patients with no prior alternative options for survival beyond 7 months. Today these patients are 3x that average and quite possibly have been cured. First time ever!!
I believe I’ll be a big winner after over two years. The more shorts need to keep it under $4, the more they show their worries. If shorts are so confident of the “flimsy” data coming from those JNJ scientists, why not let it run and short at higher price to make it a home run, instead of covering in the $3s? That has said it all!
I think You will ultimately WRONG , so that's where we differ. And now you said - Time will tell!
p.s. FDA FAST TRACK - FACT HISTORY SAID - 80% DRUG is APROVED !!!
Joseph Duato, Executive Vice President and Worldwide Chairman at JNJ, gave us a glimpse into how JNJ thinks regarding an acquisition of a drug like Imetelstat when he answered a question about the acquisition of Actelion.
“
Fundamentally, we looked at these elements of value creation for this acquisition: first, to what extent the new company would bring differentiated platforms or medicines; and to what extent would we be able to reach more patients, be competitive and achieve a stronger portfolio.
Although he was not speaking specifically about Imetelstat, I believe JNJ will use the same line of thinking when they approach a buyout of Geron. Hopefully, this provides some comfort to Geron investors who worry whether or not JNJ will proceed with a buyout. Last week, I analyzed the reasoning behind why I believe JNJ likes the results that Imetelstat has shown so far in clinical trials. Coupled with the reasoning I provided in this article regarding why a buyout makes sense, I believe the reward greatly outweighs the risk. If a buyout were to occur, I believe it could become a 10 bagger at today's prices.
LFIN ,BITCF,TRTCD - was NEVER, NEVER - on FAST TRUCK from FDA ! (80% drugs from FDA FAST TRUCK - APROOVED !!! - Fact History )
NICE TRY..... Now I’m saying YOU SHORTED GERN , and losing a lot $$$$$$$. Your opinion Full scam ....
You said - (Every biotech company does puts their pipeline drugs on its website. Nothing to read into. ) ??? What is it ?
http://www.geron.com/r-d/pipeline/
https://globaltrialfinder.janssen.com/trial/CR107947
https://clinicaltrials.gov/ct2/history/NCT02426086?A=25&B=26&C=merged#StudyPageTop
Enjoy this information , but your time is gone . Yes, history repeat your short position will be burn , like NOK on sweet September 3 2013 .
P.s. While a buyout would be a great for Geron investors, there are many other catalysts besides a buyout that could cause the share price to jump. JNJ is currently slated to issue a continuation decision by Q3 of this year. In addition, the positive string of FDA decisions for Imetelstat (Orphan Drug designation and Fast Track status) and the promising preliminary clinical results that were announced in March 2018 are giving investors hope that Accelerated Approval or Break Through Designation might occur in the near future. Either of these events will likely cause the share price to spike and head north of $10 even without a buyout occurring.
Never, said , never....
Voice of time loser ......
http://files.shareholder.com/downloads/JNJ/6227707560x0x943361/95AFD3A4-424F-478E-9914-6CBAF56D2D06/Peter_Lebowitz_Slides.pdf
Strategic Partnerships, Collaborations & Licensing Arrangements
Oncology
IMBRUVICA® developed in collaboration and co-marketed with Pharmacyclics LLC an AbbVie company, ZYTIGA® licensed from BTG International Ltd., VELCADE® developed in collaboration with Millennium: The Takeda Oncology Company, DACOGEN® developed in collaboration with Eisai Corporation of North America, DARZALEX® developed in collaboration with Genmab A/S, YONDELIS® developed in collaboration with Pharma Mar S.A., PROCRIT®/EPREX® licensed from Amgen Inc ., Erdafitinib discovered in collaboration with Astex Pharmaceuticals, Inc., Imetelstat licensed from Geron Corporation, JNJ 7107 (CD40) licensed from Alligator BioScience AB, JNJ-9588 (VISTA) licensed from ImmuNext, Inc., Duvortuxizumab and JNJ-9383 licensed from Macrogenics, Inc., Talacotuzumab licensed from CSL Limited, JNJ-1809 and JNJ-1757 licensed from Aduro Biotech, Inc., Niraparib licensed from TESARO, Inc., JNJ-7564, JNJ-0819, JNJ-7957, JNJ-9178 and JNJ-6372 include technology licensed from Genmab A/S, SubQ (ENHANZE™ platform) licensed from Halozyme Therapeutics, Inc.
Page #5 0f 57
Apr. 26, 2018 1:46 PM ET
Laughable Geron Short Thesis Tries To Hide The Fact JNJ Posted Imetelstat As Lead Cancer Drug Just Last Week.
•Today's short article doesn't have a leg to stand on.
•Desperation is transparent.
•I am embarrassed for shorts
https://seekingalpha.com/instablog/3163201-medtechbio/5150645-laughable-geron-short-thesis-tries-hide-fact-jnj-posted-imetelstat-lead-cancer-drug-just-last
VERY BIG ??? WHY SHORTS COVER OVER 9 MIL. SHARES LAST FEW WEEKS , IF THEY KNOW 100% - GERON WILL BE FAIL with - Imetelstat ???.... Answer is - THEY SCARED , •Johnson & Johnson will likely buyout Geron within LESS a year.
J $ J needs to make a statement. Shorts are in control. Short ...long..at this point it is like children bickering. J & J is papa. When papa speaks children go silent. He controls the purse strings. No word from J & J today and this drifts lower. Silence is the equivalent of agreement. You stand up for your products, potential and present. No word from J &J and this will get worse. Debates create doubt. Doubt benefits shorts.And I read the article. It is written well enough to create doubt. Only thing that will show it as BS is short covering on the volume it has created. Or when J & F comments on the future of their potential drug. Their silence says a lot as well.
Subject: RE: Re:
From: Krassowska, Anna
To: Lisa
Date: Thu, Apr 26, 2018 10:02 am
I do not represent or speak for Johnson and Johnson, but anyone can go to their investor website and review the pipeline information - http://www.investor.jnj.com/pharmaceutical-pipeline. See page 2 of the pipeline chart.
The article is false. I contacted Investor Relations at Geron Corporation, and the Executive Director of Investor Relations, Anna Krassowska, states that “the article is false and misleading, and that Geron Corporation stands by their earlier statement”. You can contact her directly through Geron’s website.
Seeking Alpha article missed piece important information. On May 17, 2017 JNJ presented business case for Oncology. Here are the slides. Imetelstat has been mentioned many a times in the slide.
http://files.shareholder.com/downloads/JNJ/6197920317x0x943361/95AFD3A4-424F-478E-9914-6CBAF56D2D06/Peter_Lebowitz_Slides.pdf