Replies to post #175394 on Biotech Values

[iwfal]

GERN -60% pre market ..1.66 low so far.. with $100M February raise I think they are barely trading above cash..overdone?

If(!!) the data is nothing more than was previously reported (mildly elevated Alk Phos and conj bill after long chronic use) then yes, way overdone IMO. The problem is I don't trust the company. Anything meaningfully worse than the previously reported mild issues could kill MF indication - since in the spectrum of 'chronic' (like PV/ET) vs 'immanently fatal' (like AML) MF is a meaningfully closer to chronic.