Biotech Values

[poorgradstudent]

GERN:

Are you fairly confident that the ET results will be more likely to translate to MF than to MM?

If I was a betting man, I would bet that way... MF more likely than MM.

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?

I always assume lack of disclosure = negative results, even if the stock is in my portfolio

But I'm not really all that jazzed up about 2 PV patients not being reported. Unless they both had miraculous cures, I don't think you'd get much out of a data set where n=2.