Biotech Values

[poorgradstudent]

GERN:

Are you still holding on in belief that MF data, or perhaps AML/MDS in due time, will be positive?

I lightened the amount I hold simply because the number of potential catalysts for this year has been reduced. Therefore, I liquidated that portion of the investment and will seek to put those dollars into something else. The remaining Geron I have I will keep as a speculation. I don't think this one is over, but no sense in holding a large position this far from ASH. There are companies with > 1B MCs that I can put the money into in the meantime and actually watch it appreciate.