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Voila! Geron Will Have A Number Of Surprises At ASH 2018

|About: Celgene Corporation (CELG), GERN, JNJ, Includes: INCY, NVS, XLRN
Summary

Geron MDS data will likely impress.

Geron MF data positively requires a Voila!

6/30 Form 13Ds/Gs likely show uptick in institutional ownership.

The sandbox.

Geron MDS data will likely impress.

The second cohort of Part 1 of the Phase 2/3 MDS trial run by Johnson and Johnson (JNJ) will likely show impressive results. Patients in this group of 25 are naive to lenolidimide {Celgene's (CELG) Revlimid} and likely have future mutations than much of the bulk of the first cohort. This trial (iMerge) testing  Geron's (GERN) Imetelstat (first in class telomerase inhibitor, also known as "TelE" to close friends and relatives) has thus far shown remarkable results that will likely turn the world's MDS community on its head.

Geron MF data positively requires a Voila!

Also, understanding the disease progression, patients in Geron's iMbark Myelofibrosis trial without reversal of symptoms, patients would be dead by now; at least most of them would have been. Therefore, I think we get quite a nice Voila! at ASH this year when we see all the QOL and symptomatic improvements beyond just survival.  Survival will likely be projected at least 3 years beyond start of treatment for a population that was expected to die in 8 months.

6/30 Form 13Ds/Gs likely show uptick in institutional ownership.

Blackrock has already filed an increase of 1.5MM shares, institutional ownership is likely to grow.

The sandbox.

Here you go, because nobody likes a lumpy sandbox.

Disclosure: I am/we are long GERN.

Additional disclosure: This is not advice, this is for entertainment purposes only and to provide a clean sandbox.