Geron Corp (GERN)

[ross929]

I have the same thought/concern. While the FDA is moving in the right direction for GERN, I think it's quite possible that JNJ will elect to continue, but want to enter into a Phase III designed to position the drug better for FDA approval. Scarlett acknowledged that not having a control arm could be a real factor for the FDA. I don't think that's "bad news" for the company, but in terms of timing could push things out a bit. I"m going to hold my shares, but might sell on continuation news when/if that comes.