Replies to post #169520 on Biotech Values

[iwfal]

GERN -

do you realize that GERN has a new management team and a new CEO?

2 years ago - and all the instances I know of with Geron playing hide-the-bad-data are subsequent to his installment.

Do you really think that Tefferi has not seen clinical responses? Do you think he would have expanded the cohorts TWICE, if he wasn't seeing clinical responses.

I predict that the spleen responses will be substantially less than Jakafi's data in their clinical trials. How much less - hard to say.

As for Tefferi - as we may have discussed before, he appears to have a strong bias for the importance of marrow markers and downplaying the importance of changes spleen (if I remember correctly he does NOT like Jakafi despite QoL benefits). So, yes, I think he is likely to move forward even with no spleen size changes. (And, note that I think this is completely and absolutely ok in a ph i/ii clinical trial.)

Before jumping to unwarranted conclusions, you might want to wait for the CC and then for Tefferi's presentation at ASH.

Agreed it will be interesting and agreed that the company may choose to be more forthcoming than Tefferi. But "unwarranted"? GERN, under this management, has a history of not mentioning important negative data.