Geron Corp (GERN)

[learningcurve2020]

My knowledge base goes way back to when they were working with stem cells. But I always thought Imetelstat could be a real game changer. If they can really figure out how to selectively control telomerase the skies the limit. Right now with this data I think it deserves a $2 billion market cap. But management needs to really start moving and surprising.

>>Geron anticipates a peak market potential of $1.2 billion in the United States and some key EU countries by 2030, Chief Executive Officer John Scarlett told Reuters.

Nearly 40% of the 118 patients who were on the drug showed independence from transfusion for eight weeks, compared with 15% of the 60 patients on placebo, the company said in a statement.

https://www.reuters.com/business/healthcare-pharmaceuticals/geron-corps-blood-cancer-drug-succeeds-late-stage-study-2023-01-04/

>>Global Blood Cancer Treatment Demand (Leukaemia, Non-Hodgkin Lymphoma, Hodgkin Lymphoma, Multiple Myeloma) is expected to be valued at US$ 5,489.3 million in 2022, rising at a CAGR of 10.2% to US$ 12,943.6 million from 2022 to 2032.

https://www.fmiblog.com/2022/12/27/blood-cancer-treatment-market-to-expand-at-a-10-2-value-cagr-by-2032-fmi/