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Geron Corporation

157 Posts
Pagina: «« 1 ... 3 4 5 6 7 8 »» | Laatste | Omlaag ↓
  1. MVo_ 17 september 2018 13:05
    quote:

    zwabbertje schreef op 13 september 2018 19:35:

    Wordt weer 2 weken wachten voor opt in of opt out pffff
    Als ze maar doorgaan met de samenwerking, maar daar lijkt het wel op uit te komen gezien de verwijzingen naar de het programma van Geron in de presentatie van 13 sept jl.

    Daarnaast waren die vacatures ook al een teken aan de wand wat mij betreft, dus ieder laag koersniveau is voor mij reden om wat uit te breiden de komende weken. Ik had uberhaupt niet verwacht dat we nu uitsluitsel zouden hebben, de koers zal de komende weken nog wel flink schommelen!
  2. indianrider 17 september 2018 14:30
    Kyle Dennis might be the world’s best biotech trader under 30 years old. He’s turned a $15k grubstake into over $4.1 MILLION in profits. Now, you can learn directly from Kyle and see what trades he is making in this limited-time opportunity. Learn how his “Sniper Trades” can take your trading to levels you never thought possible!
    It’s going to be an important week for Geron Corporation (NASDAQ:GERN). As a brief recap of what is quickly becoming perhaps the most interesting drama of 2018 in the biotech sector, GERN shares have been running higher over the past few weeks as the company approaches the decision point for whether or not Johnson and Johnson (NYSE:JNJ) will continue forward with the imetelstat development partnership with Geron.

    The consequences, as we have noted, are defining for GERN shareholders: JNJ has deep pockets and can help GERN advance the drug, and GERN is in line for a major milestone payment that will be aborted if the relationship is truncated at this stage. If the relationship moves forward, GERN will likely carry far less in the way of dilution risk in the equation for bringing imetelstat to market. The outcome will also be a defining marker in determining the market’s understanding of the eventual value of imetelstat as a marketable treatment. Finally, there isn’t much else going on at Geron besides imetelstat. So, the chips are all on the table here.

    Geron Corporation (NASDAQ:GERN), for a little perspective, earns a current market cap value of $1B as a biopharmaceutical company with a principal focus on becoming the first to move telomerase inhibitor treatments to market for blood cancers.

    The company has a significant war chest ($19.4M) of cash and cash equivalent securities on the books according to its most recent 10-Q filing, with about $141M in additional marketable securities. That compares with about $4.9M in total current liabilities.

    In addition, GERN is pulling in trailing 12-month revenues of $880K on sturdy top-line growth, with y/y quarterly revenues growing at 19.5%.

    The company supports the clinical stage development of imetelstat, a telomerase inhibitor for the treatment of hematologic myeloid malignancies. It has collaboration and license agreement with Janssen Biotech, Inc. to develop and commercialize imetelstat worldwide for indications in oncology, including hematologic myeloid malignancies and other human therapeutic uses.

    The company currently is running two key studies.

    IMerge is a two-part clinical trial evaluating imetelstat in transfusion dependent patients with Low or Intermediate-1 risk myelodysplastic syndromes (MDS) who have relapsed after or are refractory to prior treatment with an erythropoiesis stimulating agent, or ESA. The primary efficacy endpoint is the rate of red blood cell transfusion independence lasting at least 8 weeks. Part 1 is a Phase 2, open-label, single-arm trial of imetelstat, and Part 2 is designed to be a Phase 3, randomized, controlled trial. Part 2 has not yet begun.

    IMbark is a Phase 2 trial in patients with Intermediate-2 or High-Risk myelofibrosis (MF) who have relapsed after or are refractory to prior treatment with a JAK inhibitor. In March 2018, Janssen officially closed the trial to new patient enrollment. In the second quarter of 2018, Janssen initiated a protocol-specified primary analysis of IMbark, which includes an assessment of overall survival. The Company expects that following completion of the protocol-specified primary analysis, Janssen will notify Geron whether it elects to maintain the license rights and continue the development of imetelstat in any indication (the Continuation Decision). Geron expects Janssen to inform the Company of its decision by the end of the third quarter of 2018, as noted above.



    Behind the Scenes

    As noted above, this week is likely to frame the action in front of the all-important JNJ decision. Last week, JNJ teased the issue further by including the suggestion of a 2019-2021 potential filing with the FDA in an important drug development program update and conference call. But the company then said it was still up for grabs.

    Our own perspective, as noted in our last piece focused on the game theory in play, is that JNJ management would be far less cavalier about dropping these hints if it were leaning toward cutting off the relationship.

    In addition, one cannot dismiss the idea that the context for this game theory landscape is part of a negotiation going on right now behind closed doors. If JNJ were perhaps in early-stage negotiations with GERN about a possible acquisition, then proving to Geron management how important JNJ’s involvement in the development program might be a strategy in play.

    In any case, it will be important for traders to avoid getting caught up in the hour-to-hour oscillations of the stock, especially in reaction to rumors and unsubstantiated stories passing for news in front of the actual announcement.

    We will update the story again soon as developments transpire.
  3. Ontop1 22 september 2018 10:13
    quote:

    MVo_ schreef op 17 september 2018 13:05:

    [...]

    Als ze maar doorgaan met de samenwerking, maar daar lijkt het wel op uit te komen gezien de verwijzingen naar de het programma van Geron in de presentatie van 13 sept jl.

    Daarnaast waren die vacatures ook al een teken aan de wand wat mij betreft, dus ieder laag koersniveau is voor mij reden om wat uit te breiden de komende weken. Ik had uberhaupt niet verwacht dat we nu uitsluitsel zouden hebben, de koers zal de komende weken nog wel flink schommelen!
    Alles wijst erop dat ze doorgaan of wel.een overname
    Anders zou het allang bekend zijn geweest .
    De koers hebben ze aardig in bedwang gehouden de afgelopen dagen en dat schijnt alles met de opties temaken hebben die gisteren zijn verlopen.
  4. indianrider 22 september 2018 19:01
    Geron: The Last Chapter
    Sep. 21, 2018 5:11 AM•GERN
    Summary

    Geron has waited 975 market days for its Johnson & Johnson imetelstat answer.

    The company has ~1 week to go before it will know whether or not it is flying solo.

    Those interested in a hot trade should pay attention.

    A continuation decision and then later a buyout are the endgame for optimistic Geron investors.

    Geron (NASDAQ:GERN) has one therapy, imetelstat, currently in clinical trials for treatment of two serious hematological cancers. The first trial is IMbark for Myelofibrosis (MF), the second is IMerge for Myelodysplastic Syndrome (MDS). There are indications that a third trial for AML is the likely next candidate.

    In fact, imetelstat has been in a variety of clinical trials over the past decade and more. Geron bulls argue that as researchers achieve a better understanding of the workings of imetelstat, an entire imetelstat ecosystem may sprout.

    I have established Geron as the top holding in my speculative biotech portfolio. I have been watching its movements carefully expecting an imminent visit to $10 by 10/10. Where it goes from there will be heavily data-dependent, as I will discuss.
  5. F U MONEY 26 september 2018 13:31
    Bedankt voor de link.

    "Fortunately, bulls and bears alike don't have long to wait to find out J&J's final decision. Although this long-awaited continuation decision is expected no later than the end of this month, J&J is more likely than not to make an announcement before the end of this week. Clinical and regulatory updates of any kind, after all, are rarely announced over the weekend. "

    Nu is het een kwestie van aftellen :-)
  6. indianrider 26 september 2018 15:47
    Geron: How To Play The Imetelstat Catalyst
    Sep. 26, 2018 9:30 AM ET
    |
    About: Geron Corporation (GERN), Includes: JNJ
    Jonathan Weber
    Jonathan Weber
    Value, dividend investing, Growth, growth at reasonable price
    (10,521 followers)
    Summary

    Imetelstat looks promising and targets indications with sizeable markets.

    Geron could earn significant amounts of money with Imetelstat if everything goes the right way.

    Geron could self-fund for a while, the balance sheet looks relatively strong.

    Thesis

    Geron's (GERN) Imetelstat is being evaluated for several indications right now. Johnson & Johnson's (JNJ) Janssen will have to make a decision on whether to continue with its collaboration agreement, and that decision will come during the next couple of days.

    A continuation seems likely based on several clues, but even without Janssen as a collaboration partner, Geron's Imetelstat would have some value. A look at Geron's financials shows that the company would be able to finance its operations for several years, and Imetelstat's results during clinical studies look promising.

    Due to the high volatility of Geron's shares option premiums are quite high, which gives investors the opportunity to employ options strategies instead of, or in addition to, going long the stock.
    Imetelstat Is A Valuable Asset

    Imetelstat is a thio-phosphoramidate oligonucleotide which has an added lipid group for better cell permeability. Imetelstat can inhibit telomerase activity, trials have also proven that Imetelstat can shorten telomeres. In pre-clinical trials, Imetelstat has impacted the growth of primary tumors and reduced metastases, over a wide variety of tumor types, including solid tumors and hematologic tumors.

    These promising results during pre-clinical testing caused Geron to test the component in clinical trials as well. Imetelstat was, among other indications, tested in non-small cell lung cancer (NSCLC) as maintenance therapy, and in metastatic breast cancer (in combination with paclitaxel). The most promising results, though, came from the trials for hematologic cancers.
  7. [verwijderd] 27 september 2018 12:26
    quote:

    zwabbertje schreef op 27 september 2018 07:02:

    D DAY vanmiddag om 2 uur het is alles of niets.
    Persconferentie...........
    Weet niet of er al wat uitgelekt is maar er staat nu voor beurs een koers van $ 1,90 dus het wordt denk ik helemaal niets!!!!

    Gelukkig geen positie op het moment, hoop meer niet hier
157 Posts
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