Biotech Values

[jq1234]

GERN updated ET trial result at EHA last year in June. That got my attention as more and more patients got elevated ALP and total bilirubin than previously updated during 1st qtr cc in addition to elevated ALT/AST. Plus they initially said they would investigate further during 1st qtr cc, however, during 2nd qtr call, they basically said they would no longer investigate further even though they said they couldn't find out the reason. As the trial going on longer since June last year, it wouldn't be a surprise if it gets worse over time. These concerns were drowned out by Tefferi MF trial updates for the rest of last year.

Here is the relevant slide from EHA2013 presentation:

https://www.dropbox.com/s/tflyw8cxo9v77mg/Photo%20Mar%2012%2C%201%2022%2035%20PM.png