Geron Corp (GERN)

[jeffqdhsr]

B.B. do you think we hit bottom ?
Near term event is ASH , results in DEC , i tried reading thru the second agreement & called IR spoke to a Jacob R , nice guy
The takeaway in speaking to him for me that J&J walk away was a over reaction , reading the 2ND agreement Gern agrees not to discuss it ! So that explains the silence as it relates to it. The 2 ND agreement remains in place J&J is licensing certain patents , IR person stated it was not a license for Imetelstat but the underlying science , I got out of it is to further develop the science , the agreement is “ confidential, so they cancel 1St agreement for Imetelstat but remains in on 2ND agreement and Geron can’t speak of it !!!!! So there’s obviously something J&J wants and there’s still a collaboration in place , the combo study results are still unknown , IMO high risk, reward JMHO