Geron’s Imetelstat: Obstacles To Success

  • Imetelstat is very promising, but telomerase inhibition is highly complex.
  • Geron, if successful, could be an investment that changes your financial life.
  • However, I highly doubt this is an investment for impatient investors.

By Dr Udaya K Maiya, Oncologist, MBBS, MD, DNB, DCCF-Paris

Since Geron (GERN) has the dubious reputation of probably being the most discussed healthcare stock on the Internet, there is often an overload of information about the company, its single pipeline drug imetelstat, its collaboration with Janssen, a subsidiary of Johnson & Johnson (NYSE:JNJ), and its management. In all this hullabaloo, investors new to GERN may get a little confused about the basic theses behind the GERN investment. As someone who has followed Geron and GERN for more than a decade, but never invested long term, let me try and take a broad look at GERN as an investment. In order to do that, I will begin by identifying a few broad problem areas in the telomerase inhibition therapy research. In future articles, I will see how these are being addressed by Geron and Janssen.

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