Geron Corp (GERN)

[Joda]

By December we should have a much better idea of what is going on, IMO...

Possibly in late November early December...

http://www.hematology.org/Annual-Meeting/General/2904.aspx

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ASH is coming; Abstracts in early Nov.; Conference in early Dec.
ASH will be the milestone for Imetelstat. With a number of new papers coming (at ASH & in other publications) concerning Imetelstat (for MF, in combination with other drugs, in trials {animals & humans} for other types of cancers, new genetic markers) the future of Imetelstat appears assured. There has already been a telomere-telomerase Nobel Prize, with other awards likely. The corporate future of Geron, with partners or a new owner, is in the oven, but the primary ingredient (Imetelstat) is safe and beneficial. Mayo Clinic has been the most important factor in developing Imetelstat for human trials, and maintains a very strong involvement in current and future applications. The FDA is on Mayo's side (hold released).

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The publicity from ASH, no negative news about Imetelstat, and Mayo Clinic's successes will drive the PPS much higher. Geron will not try to go it alone. I don't know if they will choose a partner or a merger, but Imetelstat has no opposition in science and medicine that I can find. Market factors are still with us, but ASH will take care of them. This drug is too good. Amgen's work with combinations is amazing.

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ASH will determine the future of Imetelstat and Geron. Either Imetelstat is a great drug (with future potential), or we have been misled. There is no way to hide the truth after the ASH presentations. I have not seen any negative papers to date (anywhere), so I am hoping for the best.

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Everyone on this board is expecting good news at ASH concerning Imetelstat. Are there any "nay-sayers"? ASH seems to be the point-of-no-return, and the place that will turn the stock up, and, perhaps, reveal a partner.

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I waiting for ASH, and Imetelstat papers.

The problems that are keeping Geron's PPS at such a low level are two fold: FDA hold, Geron as an organization. As others have said Geron owns Imetelstat, but Mayo has conducted the MF trials that has brought Imetelstat to the public's attention, with successes. It appears that everything presented at ASH will be Imetelstat positive. Imetelstat's positives, at some point in time, should translate into a higher Geron PPS. There do not appear to be any Imetelstat negatives. Is Imetelstat part of a universal cancer cure? Is the telomere-telomerase combination active in all cancers and cancer stemcells ? These are questions that will be answered at ASH.