Biotech Values

[mcbio]

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.

Thanks for the comments. Are you fairly confident that the ET results will be more likely to translate to MF than to MM? I think I read that ET can in due time ultimately turn into MF. MM seems to be an entirely separate and distinct heme onc indication. This of course doesn't guarantee that the positive ET data will carry over to MF. I am also curious how PV fits into all of this and why GERN has apparently never reported data on the 2 PV patients enrolled in the ET/PV trial. Should we take the lack of disclosure of specific details on the 2 PV patients as a negative and how closely does PV correspond to MF?