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Friday, January 31, 2014 4:17:17 PM
Data, Dilution and Deals revisited
Data.
The latest information on data is that we had 79 patients enrolled at the MC, and when the trials started they only estimated 29. That is a positive jump because of the early success. We also have news that the enrollment is stopped, but the trials have continued to collect data, and have not been stopped for any safety concern. Thus, both the safety and the drug efficacy is durable, so far, results that are replicating the ET trials and confirming them. We also have our first confirmations of the size and existence of the AML and MDS cohorts, proving that the trials have been expanded by the MC to other indications.
Dilution
This has been confirmed, and after a full day trading, should be considered to be "priced in". Meantime GERN has easily obtained a $90 MM boost in funding from a market that appreciates the break through potential and wants to fund the research. That this is behind us is a positive and that it was possible for GERN to achieve full funding for the trials is another positive. This means that GERN will be free to partner or not partner and its bargaining hand has been immeasurably strengthened. If and when GERN does partner, it will be in the driver's seat and not desperate for cash. This is one of the reasons the market celebrated the funding decision.
Deals,
This will come later, IMO. GERN will gather data from the multi center trial and then will make the best deal at the best time.
Good, accurate summary (Thanks). Long term investors have little to worry about, since the science, clinical results, safety profile and the potential pipeline all seem to be on their side. Now the "money issue" has been resolved for now, and deep-pocket associates are in the wings.
"evil flourishes when good people fail to act"
Recent GERN News
- Geron Announces Updated NCCN Guidelines® Recommending RYTELO™ (imetelstat) for the Treatment of Symptomatic Anemia in Patients with Lower-Risk MDS • Business Wire • 07/26/2024 11:30:00 AM
- Geron Corporation Announces Chief Commercial Officer to Depart at End of August 2024 • Business Wire • 07/23/2024 08:15:00 PM
- Geron to Announce Second Quarter 2024 Financial Results on August 8, 2024 • Business Wire • 07/18/2024 08:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/10/2024 08:05:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 07/08/2024 07:44:18 PM
- Geron Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • Business Wire • 06/20/2024 08:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:05:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:05:04 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/10/2024 09:53:19 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/10/2024 04:30:13 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:06 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:03 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/07/2024 08:10:03 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/07/2024 08:03:44 PM
- Geron Announces FDA Approval of RYTELO™ (imetelstat), a First-in-Class Telomerase Inhibitor, for the Treatment of Adult Patients with Lower-Risk MDS with Transfusion-Dependent Anemia • Business Wire • 06/07/2024 01:58:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/05/2024 08:05:20 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/04/2024 09:02:18 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/17/2024 08:05:30 PM
- Geron Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • Business Wire • 05/16/2024 08:30:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 05/15/2024 08:07:34 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/13/2024 08:05:15 PM
- Geron Corporation Reports First Quarter 2024 Financial Results and Business Highlights • Business Wire • 05/02/2024 11:00:00 AM
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