Geron is getting aggressive
Posted: Mon May 14, 2018 7:10 pm
Watching/listening to the quarterly reports, increasing rates of various healthcare conferences, blogs, scientific papers and efforts on various boards, along with the expanding published timelines on expected events regarding the CTs and CD, even progress regarding FDA policies, it is obvious we are down to the final stage of where the Geron saga will go from here. While we may not be given substantial details in 3Q18, we also won’t be in the data desert regarding the future of Imetelstat or Geron. In my opinion, the fat lady has clearly begun to sing!
I think it is apparent that the writing is on the wall that both CTs are immensely successful and Geron is becoming more aggressive in their actions by the week. The ATM cash raise was just another sound business decision for so many reasons besides just an insurance policy. Geron is gearing up for the launches of various and I think we have seen/heard enough to know that JNJ is doing likewise, although I am not alone in continually questioning JNJ’s motives and oft stated desire to help smaller companies to the finish-line in joint efforts and look forward to the pudding. And to that end, I am excited to see JS aggressively moving on several fronts and I would expect that to just be the TIP of the proverbial. I for one will not be surprised by the array of actions on the runway; as I think Geron has been the elephant in the room for much too long and will soon become the 800 pound gorilla in the ring.
JS, while the ever conservative CEO, has never been so focused and animated in his live and written communications. He has a swagger I have never seen before. He clearly is excited and determined to see this process through to completion on many fronts and especially to give the MF, AML and MDS patients facing certain death, a new lease on life. And beyond that, there is likely much more to come. Investment-wise he is also aggressively protecting those who have trusted in Imetelstat’s science and will do everything now in his capabilities to insure the investors will achieve great returns, in spite of what the traders may say and do. Certainly I believe we will see Geron opting-in, utilizing a Menlo facility to the max, taking on new aspects of increasing usage of Imetelstat, bringing hope to patients.
So am I being overly exuberant? Yes to some of course, confirmation bias, of course. Heavily invested, of course. Affected and touched by the hemo diseases, yes certainly. Do I understand mistakes have been made in licensing agreements, CT’s, uses of the science, press releases, conferences, etc., financial decisions, of course, an understatement to say it has been less than a perfect ride. Are there some risks yet ahead of us, of course. However, I see the risks from here as mostly in not achieving as much success as possible in an optimal fashion, while yet achieving so much.
Regardless of how this all plays out, I will continue to be confident and heavily biased towards patients getting at long last the help they should have had years ago and grateful that I don’t have the devious actions of the protractors on my conscience as immense suffering and loss has likely resulted on their behalf. Thanks to imetelstat.eu, ImetelChat, Biopearl and other stalwarts of the science and especially Fishermanagents for their great contributions here.
I think it is apparent that the writing is on the wall that both CTs are immensely successful and Geron is becoming more aggressive in their actions by the week. The ATM cash raise was just another sound business decision for so many reasons besides just an insurance policy. Geron is gearing up for the launches of various and I think we have seen/heard enough to know that JNJ is doing likewise, although I am not alone in continually questioning JNJ’s motives and oft stated desire to help smaller companies to the finish-line in joint efforts and look forward to the pudding. And to that end, I am excited to see JS aggressively moving on several fronts and I would expect that to just be the TIP of the proverbial. I for one will not be surprised by the array of actions on the runway; as I think Geron has been the elephant in the room for much too long and will soon become the 800 pound gorilla in the ring.
JS, while the ever conservative CEO, has never been so focused and animated in his live and written communications. He has a swagger I have never seen before. He clearly is excited and determined to see this process through to completion on many fronts and especially to give the MF, AML and MDS patients facing certain death, a new lease on life. And beyond that, there is likely much more to come. Investment-wise he is also aggressively protecting those who have trusted in Imetelstat’s science and will do everything now in his capabilities to insure the investors will achieve great returns, in spite of what the traders may say and do. Certainly I believe we will see Geron opting-in, utilizing a Menlo facility to the max, taking on new aspects of increasing usage of Imetelstat, bringing hope to patients.
So am I being overly exuberant? Yes to some of course, confirmation bias, of course. Heavily invested, of course. Affected and touched by the hemo diseases, yes certainly. Do I understand mistakes have been made in licensing agreements, CT’s, uses of the science, press releases, conferences, etc., financial decisions, of course, an understatement to say it has been less than a perfect ride. Are there some risks yet ahead of us, of course. However, I see the risks from here as mostly in not achieving as much success as possible in an optimal fashion, while yet achieving so much.
Regardless of how this all plays out, I will continue to be confident and heavily biased towards patients getting at long last the help they should have had years ago and grateful that I don’t have the devious actions of the protractors on my conscience as immense suffering and loss has likely resulted on their behalf. Thanks to imetelstat.eu, ImetelChat, Biopearl and other stalwarts of the science and especially Fishermanagents for their great contributions here.