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Yahoo Finance
01/27
(Community Post)
In the context of biotech leadership like Dr. Scarlett’s at Geron, the decision to raise capital at lower share prices is rarely about legal restrictions or a lack of willing buyers. Instead, it is typically driven by proactive risk management and operational necessity. 1. The "Cash Runway" vs. Market Timing The primary driver for a biotech CEO is ensuring the company does not run out of money before reaching the next major milestone (e.g., drug approval or data readout). Operational Survival: Geron required significant capital to fund late-stage clinical trials for Imetelstat (Rytelo) and prepare for its commercial launch. Waiting for a higher stock price that may never come is a high-risk gamble that can lead to insolvency. Strategic Buffering: Raising money when the price is "good enough"—even if not at a peak—provides the strategic flexibility to weather unexpected delays or market downturns. 2. Institutional Demand and Offering Discounts Public …...
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Yahoo Finance
01/27
(Community Post)
Chip did not have the business skills and contacts to get commercial sales ramped up. Harout does. I expect insider buying anytime now before more tutes and hedge funds go after the remaining float not already owned. This will be an interesting lesson in not being short even on a company with lots of outstanding shares....
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Yahoo Finance
01/27
(Community Post)
Good Morning Geronites!Have any of you looked at MAIA this morning? If not, currently it's up $.30 to $2.92!!!I have suggested, all month long, that Geron investors should also own some MAIA instead of casting shade that way!!! But, Oh No, the Geron touters would NOT have ANY of that! LOL!!!This is for Hodl! What's the difference in the current stocks performance? Geron has had over 13 years of ole chippy's FAILED performance!!!Yes, YES, ole chippy destroyed my Geron position!!! That's FACT!!!Of course, IMO....
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Yahoo Finance
01/27
(Community Post)
Had to mute the usual suspects touting maia and nonsense ui blabber. So close to revenue breakout like Incy in 2010 and Exas in 2015. Both those stocks were blasted to low single digits and rose over 100 pps in five years or less. Revenues exploding 50% yoy for years. This stock is so dang cheap now. Wait till Goldman value funds connect the dots here. They will want twice as many shares. XBI fund will be chasing it too and pay way more....
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Yahoo Finance
01/27
(Community Post)
There is no public record of Dr. John "Chip" Scarlett selling a specific drug or asset to MAIA Biotechnology. Instead, the connection between the two companies involves a shared clinical supply for their respective cancer treatments:...
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Yahoo Finance
01/27
(Community Post)
Yes, MAIA Biotechnology has significant royalty and milestone obligations tied to its lead telomere-targeting agent, THIO (ateganosine). Rather than paying Geron, MAIA pays the University of Texas Southwestern (UTSW), where the technology was originally developed by some of the same scientists who once worked at Geron....
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Yahoo Finance
01/27
(Community Post)
I remember poking fun of scarlett giving away gerons stem cell patents for nearly nothing, and geron will get a miniscule royalty from only thee original patents on so called break thrus ,I would post he couldn't sell lifeboats boats at a shipwreck....
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Yahoo Finance
01/27
(Community Post)
this is the reason why this company is so important.telomerase is an enzyme that maintains telomeres, the protective caps on the ends of chromosomes.most normal adult cells have little or no telomerase , they eventually stop dividing.cancer cells often turn telomerase back on , they can divide almost indefinitely....
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Yahoo Finance
01/27
(Community Post)
From our AI "expert" Hodl: "You do pick and choose what you care to believe about AI posts. How convenient."Of course, I DO!!!All AI responses are NOT generated the "same" AND AI responses are crafted by the specifics of the question asked. Change the question just a little, and who knows what the new response may be?!?!?!Consider that!Of course, IMO....
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Yahoo Finance
01/27
(Community Post)
The Value: In 2021, Lineage entered into a massive $670 million partnership with Roche/Genentech for OpRegen. Because this product originated from Geron's IP, Geron remains eligible for a slice of the commercial "tail" if it hits the market....
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Yahoo Finance
01/27
(Community Post)
Hey Hodl and PoP: Are you going to admit that I was Right and you were WRONG???Of course, NOT!From Hodl: "Yes, MAIA Biotechnology has significant royalty and milestone obligations tied to its lead telomere-targeting agent, THIO (ateganosine)."While a "Third Party" was involved, MAIA DID GET IP from GERN!!!Come on now, ADMIT that you were wrong WITHOUT making EXCUSES!!!Fact not Fiction!!!...
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Yahoo Finance
01/27
(Community Post)
Under the leadership of Dr. John "Chip" Scarlett, Geron made a critical strategic pivot in 2011–2013: Narrowing Focus: Geron decided to focus exclusively on telomerase inhibition (blocking the enzyme to stop cancer growth) via Imetelstat. The Bypassed Science: While Geron focused on inhibiting the enzyme, UTSW researchers were exploring a more aggressive "telomere poisoning" method. Geron divested its non-cancer and regenerative medicine assets in 2013, leaving a vacuum for these newer telomere-targeting technologies....
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Yahoo Finance
01/27
(Community Post)
After Geron moved away from broad telomere research, MAIA Biotechnology returned to the UTSW "well" to secure what is considered the next generation of this science: Mechanism of Action: Unlike Geron's Rytelo, which acts like a "brake" on the telomerase enzyme, THIO (ateganosine) acts like a "poison". It is a modified nucleotide that is incorporated into the telomeres of cancer cells, causing their rapid structural collapse and immediate death....
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Yahoo Finance
01/27
(Community Post)
The Licensing Deal: MAIA holds an exclusive worldwide license to this technology through an agreement with the University of Texas System. This agreement includes milestone payments to UTSW that could total up to $112 million. The Scientific Link: Dr. Sergei Gryaznov, the co-inventor of Geron's Imetelstat, eventually moved to MAIA as Chief Scientific Officer to lead the development of THIO, using the expertise he built during the early Geron/UTSW collaborations....
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Yahoo Finance
01/27
(Community Post)
Important Distinction: Today, MAIA Biotechnology holds a similar exclusive license from UTSW for the "next generation" of telomere poisoning technology (THIO), meaning UTSW remains the ultimate owner of the foundational science for both companies' pipelines....
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Yahoo Finance
01/27
(Community Post)
Geron continues to pay royalties to UTSW for the foundational telomerase technology that underpins Rytelo (imetelstat). Typical academic licenses of this nature involve: Royalties: Low single-digit percentages (often 1% to 3%) of net worldwide sales. Milestones: One-time payments triggered by FDA approvals or reaching specific sales targets....
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Yahoo Finance
01/27
(Community Post)
When I first came to the GERN board in 2023, I came with good intentions. I wanted GERN investors who believe in targeting telomeres as a therapeutic to be aware of MAIA.Instead greeting me with positivity, I was met with toxicity by a bunch of amateurs. Now MAIA is taking GERN's lunch money, and GERN can't even break $1.50 after 30 years 😂...
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Yahoo Finance
01/27
(Community Post)
The University of Texas Southwest receives royalties from lots of companies... Total Active Licenses: As of late 2025 reports, UTSW has more than 575 active licenses and option agreements in its portfolio. Startup Success: The university has spawned more than 90 startup companies based directly on its technologies since the 1990s. Licensing Revenue: These partnerships have generated a cumulative $278 million in licensing revenue for the university....
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Yahoo Finance
01/27
(Community Post)
the real problem in our country, is Republicans are takers and never satisfied because in 1960 our top earners all Republicans had to deal with a 91 % tax rate but they fought and received deductions and many paid 45 to 55% ,so back then Getty and melons Rockefeller, ect and with there gigantic wealth still wanted more ,so they kept funding lobby to now pay 20 % ,look if they paid a fair share ,say 29 % health care would be free. ,if they paid 31 % no one would have a mortgage, because bulls make money ,bears make money ,and pig get slaughtered....
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Yahoo Finance
01/27
(Community Post)
Hey Hodl: How long have you been posting on this board? I think that you mentioned it a while back that you were using a different alias but I don't remember the number of years.If someone would ask me, I would need to say that I don't actually remember but I think that it's over 20 years....
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Yahoo Finance
01/27
(Community Post)
Had to mute a few more bad actors. Some of these fellows must of paid over $3.00 and sold under $1.25. Too bad for them. Most of us newbies have a very low cost basis in later 2025 and ready for huge uptick in revenue. It's coming in 2026 and don't be left off the gernee train....
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Yahoo Finance
01/27
(Community Post)
Short Interest70,452,831 shares - source: NASDAQShort Interest Ratio6.94 Days to CoverShort Interest % Float13.29 % - source: NASDAQ (short interest), Capital IQ (float)Not a smart idea to be short now. The deep-pocket buyers like Goldman will close most of the float in short time. Then what shares do you find to cover short position? 70 million will help fuel the blast-off....
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Yahoo Finance
01/27
(Community Post)
From Marango..... Hey Hodl and PoP: Are you going to admit that I was Right and you were WRONG??? Of course, NOT! From Hodl: "Yes, MAIA Biotechnology has significant royalty and milestone obligations tied to its lead telomere-targeting agent, THIO (ateganosine)." While a "Third Party" was involved, MAIA DID GET IP from GERN!!! Come on now, ADMIT that you were wrong WITHOUT making EXCUSES!!! Fact not Fiction!!! Marango, No MAIA didn't get anything from Geron. They got it from the University of Texas Southwest and that's why when and if they get a drug to market they will pay royalties to the University of Texas Southwest. Just like Geron does currently. So keep your Gold Star for yourself....
57
Yahoo Finance
01/27
(Community Post)
When Geron divested its stem cell business to BioTime, Inc. (now Lineage Cell Therapeutics) in October 2013, the distribution of shares was not a standard cash dividend. Instead, it was structured as a pro rata distribution of equity in the new entity, Asterias Biotherapeutics. Here is how that process worked: The 21% Share Stake: Following the deal, Geron stockholders owned approximately 21.4% of the outstanding Asterias common stock. The "5 Cents" Distribution: In certain cases, particularly for shareholders in "Excluded Jurisdictions" or those entitled only to fractional shares, Geron sold the Asterias shares they would have received and distributed the cash proceeds to them instead. Was it a Dividend? While often referred to by investors as a "special dividend" because it was a one-time distribution of value, it was technically a spin-off distribution of shares (or cash-in-lieu for fractional/excluded holders), not a recurring cash dividend. Timeline: The record date for …...
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Yahoo Finance
01/27
(Community Post)
Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon...Shorts...pain...soon......
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Yahoo Finance
01/27
(Community Post)
Gonna be a good rest the week. Watch the tutes by more shares when little investors sell. This MDS market is huge and geron gonna get a big slice of the pie. More doctors as startingwith Rytelo to see it's outcomes against Luspatercept cases over time. Change is good....
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Yahoo Finance
01/27
(Community Post)
Is there any red line in the sand?Texas Moves to Curtail Visas for Skilled Foreign WorkersGov. Greg Abbott said the state would investigate public agencies and universities that employ those with H-1B visas, a program the Trump administration has also targeted....
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Yahoo Finance
01/27
(Community Post)
The Trump administration’s immigration crackdown over the last year has gone from uncomfortable to untenable for Ileana Garcia, a Republican state senator in Florida.A Transportation Security Administration officer at the Tallahassee airport overheard her speaking Spanish and asked whether Ms. Garcia, who was born in Miami, was an American citizen. She worried for the first time that Immigration and Customs Enforcement agents might stop her son, a young adult, because he looks Hispanic. Constituents have asked her for help finding immigrant relatives arrested by ICE.Ms. Garcia, 56, has had enough. The Republican Party is in trouble, she said in an interview, predicting that it will lose this year’s midterm elections if the White House does not soon reconsider its harsh immigration enforcement tactics.“We should not be afraid as a party to speak up, to course correct,” she said....
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Yahoo Finance
01/28
(Community Post)
70 million short ,73 to 75 % held by institutions, down from 88%,no buyers and geron has been approved since 6/24 a fat year and a half ago ,I've been waiting since dolly and Christopher Reeves 30 plus years so I will sell at 5 because I'm getting too long in the tooth to continue following moses....
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Yahoo Finance
01/28
(Community Post)
Royalties on Product Sales: BioTime's subsidiary, Asterias Biotherapeutics, committed to paying Geron royalties on any commercialized products that utilize the more than 400 patents transferred in the sale. Targeted Treatments: These royalties would specifically apply to future sales of therapies derived from Geron's pioneering work in spinal cord injury (OPC1) and cancer immunotherapy (VAC2). Equity Stake: In addition to royalties, Geron received 6.5 million shares of Asterias stock, effectively giving Geron and its shareholders a roughly 21% ownership stake in the new entity at the time of the deal. Current Status: While Geron focused entirely on its lead cancer drug, Rytelo (imetelstat), it remains eligible for these payments if Lineage Cell Therapeutics—which later acquired Asterias—...
57
Yahoo Finance
01/28
(Community Post)
Gern today. "Analysts highlight high potential upside (approx. 99% to over 150%) driven by the commercial launch of Rytelo for LR-MDS. Technical analysis indicates positive short/long-term signals, with a buy signal recently generated."...
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Yahoo Finance
01/28
(Community Post)
elomerase Degradation: Telomerase relies on HSP90 to maintain the stability of its catalytic protein component, TERT. By blocking HSP90, alvespimycin triggers the proteasomal destruction of TERT, which directly enhances the telomerase-inhibiting power of Imetelstat.Accelerated Telomere Shortening: While Imetelstat acts as a competitive inhibitor of the telomerase RNA template, the addition of alvespimycin has been shown to accelerate the rate of telomere shortening compared to using either drug alone....
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Yahoo Finance
01/28
(Community Post)
When Dr. Scarlett finalized the divestiture of Geron’s human embryonic stem cell (hESC) assets to BioTime (now Lineage Cell Therapeutics) in 2013, the deal was structured to provide Geron with potential long-term revenue through royalties and equity:...
57
Yahoo Finance
01/28
(Community Post)
The connection between Geron and the University of Texas Southwestern Medical Center (UTSW) is primarily centered on telomere and telomerase research, which is the scientific foundation for both companies' primary drug candidates. The relationship can be broken down into three key areas: Pioneering Research: Much of the foundational science behind telomerase—an enzyme that allows cancer cells to remain "immortal"—was co-developed by researchers at UTSW, including Dr. Jerry Shay and Dr. Wright. Geron was the early commercial leader in this field, licensing and developing these discoveries into drugs like Rytelo (imetelstat). Shared Scientific Personnel: Key scientists have moved between these spheres. For example, Dr. Sergei Gryaznov, who was a top scientist at Geron for many years and helped develop its telomerase technology, eventually became the Chief Scientific Officer at MAIA Biotechnology. MAIA's lead drug, THIO, is based on technology licensed directly from UTSW. Asset Transfers: While under the leadership of Dr. …...
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Yahoo Finance
01/28
(Community Post)
hodl ,both sources for gerons institutional ownership nasdaq 73 to 75% fintel 88% are saying that they invested 90 % a year ago in geron and as they peel off they rode this puppy down from 3.56 to 1.02 so I am not impressed with them holding this perennial loser. imo I lose less on my thinking and now that my canary bolted I'm looking for the right time to bolt which admitting I made my situation worse by falling for the 86 fired and not double checking on Scott gottlieb....
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Yahoo Finance
01/28
(Community Post)
maybe we don't have a buyer because of the math and scarletts poison pill which worked brilliantly to fend off buyers. and with limited number of sick people for what we're approved to treat its a simple math problem ,call Franklin Graham and say his prayer....
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Yahoo Finance
01/28
(Community Post)
Early Retirement is so delusional that he actually thinks GERN has a claim to MAIA's IP portfolio 😂Only someone with no scientific knowledge or patent knowledge would think that 😂GERN's abysmal 30 year performance broke his brain and made him the ultimate bag holder 😂...
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Yahoo Finance
01/28
(Community Post)
So as it turns out Ilhan was sprayed with apple cider vinegar. Not the most dangerous substance in the world but could be quite painful and potentially damaging to the cornea if you got some in your eyes. Fortunately for her the guy apparently was not aiming for her face or if he was he had really bad aim.I guess you catch more flies with honey than you do with vinegar...
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Yahoo Finance
01/29
(Community Post)
Absolutely. This structure is known as a "Virtual" 50/50 Profit Share, and it is arguably the most aggressive and lucrative way for Harout to monetize Europe without hiring a single sales rep in the EU. In this scenario, Geron would effectively become a silent but equal equity partner in the European commercialization....
57
Yahoo Finance
01/29
(Community Post)
Industry analysts and recent corporate updates suggest that Harout Semerjian could announce an EU partnership around the Q4 2025 earnings call for the following reasons: Established EU Regulatory Approval: The European Commission approved Rytelo in March 2025. This gives the company nearly a full year to negotiate terms and finalize a partner before the planned 2026 launch. Shift to Partnership Strategy: During the Q3 2025 earnings call, CEO Harout Semerjian confirmed ongoing dialogues with potential partners, stating that while Geron will focus on the U.S., it does not need to be everywhere itself and is seeking the "right timing" and "right people". Strategic Restructuring and Financial Focus: In December 2025, Geron announced a strategic restructuring that reduced its workforce by one-third to focus resources on U.S. commercial growth and the Phase 3 IMpactMF trial. Partnering for the EU market aligns with this lean, fiscally disciplined approach for 2026. Timing of …...
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Yahoo Finance
01/29
(Community Post)
The "operational lag" cited by management is a multi-layered challenge that explains why a sudden revenue surge hasn't occurred despite early prescriber growth. Here is a deeper dive into the specific friction points: 1. The "Churn" from Late-Line Patients A significant portion of early Rytelo adoption came from later-line patients—those who had already failed multiple other therapies. High Discontinuation Rates: In the pivotal IMerge trial, roughly 77% of patients discontinued treatment by the data cutoff. The Math Problem: New patient starts (which increased to 36% in early lines during Q3 2025) have been partially offset by these late-line patients dropping off therapy, leading to "sideways" sales performance. 2. Clinical Adoption Barriers Deep clinical adoption is taking longer than initially expected due to Rytelo’s specific administration and safety profile: Dosing Complexity: Rytelo is a two-hour intravenous infusion administered every four weeks. Establishing this routine within hematology clinics takes more time than …...
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Yahoo Finance
01/29
(Community Post)
Your assessment is correct: while Geron cut roughly 87 positions in its December 2025 restructuring, the need to fill specific new roles for the Rytelo commercialization does mean the net cost savings are a balance between the two. However, the company still expects its overall 2026 operating expenses to be lower than in 2025. The company's strategy, as guided by CEO Harout Semerjian, is a targeted realignment of resources rather than an across-the-board cost-cutting measure. Strategic Rationale Focus on Core Priorities: The cuts were part of a plan to streamline the organization and focus resources strictly on the U.S. commercial launch of Rytelo, international expansion opportunities, and the Phase 3 IMpactMF trial. Roles that were not central to these core objectives were eliminated. Targeted Hiring: The 18 new open positions are likely in critical areas such as key account management, marketing operations, and medical science liaison roles that directly support …...
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Yahoo Finance
01/29
(Community Post)
Days to Cover Ratio is Moderate: The "days to cover" ratio stands at approximately 7.5 days. This is a crucial metric, as a high number (typically over 10) suggests that covering all positions could cause a "short squeeze" (a rapid price jump as shorts buy back shares). Geron's current ratio is moderate, indicating some risk of a squeeze but not an extreme level. A Recent Trend of Decreasing Shorts: Short interest has actually been decreasing recently. It fell by over 6% from mid-December 2025 to the end of December 2025, and another 1.13% by mid-January 2026. This suggests some short-sellers have already been covering their bets as the company issues positive 2026 guidance. The Bearish Bet on Profitability: The core thesis for the shorts is that Geron will continue to be unprofitable, burn through cash, or fail to meet its ambitious 2026 revenue guidance of $220M-$240M. They are betting that …...
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Yahoo Finance
01/29
(Community Post)
nether gern or maia has publicly stated whether gern has a patent infringement claim on maia drug or not but gern's president did say you can't even say telomerase without going through gern when Sergei was still a Geron employee....
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Yahoo Finance
01/29
(Community Post)
why did an continue to do the lower working class vote against there own best interests, can be explained by " a wolf in sheep's clothing " trump had rallys and spoke to the masses like "they" talk,rude was outrageous and funny. rally drew in working folks just like us a image and a sense of belonging became the trump base and it became more important to them than POVERTY, so the rich keep getting richer off the backs of the poor and the poor traded in health care subsidy so trumps showmen got big tax cuts which hurts the people....
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Yahoo Finance
01/29
(Community Post)
Good Morning Geronites.Anybody else have issues with this page not loading yesterday? It would NOT work for me all day long but it's working, just fine, this morning.I did a web search, yesterday, and saw where others were having the same problem.Wonder if it was "hacked?"Of course, IMO....
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Yahoo Finance
01/29
(Community Post)
And we don't mute ER even though we want to becauseit's necessary to refute his inaccurate predictions and posts.how's that golden cross doing? Where's that $2 per share value by the endof January?Will he ever admit how much under water he is?...
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Yahoo Finance
01/29
(Community Post)
Don't forget to load the train if this thing goes below $1.30. You don't, the tutes and hedge funds will. They want all your share on the cheap. They use very low-interest loans to buy more shares when the weak hands bail....
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Yahoo Finance
01/29
(Community Post)
I started posting, over the Holidays, that I didn't think that we would get EU news in January!!!Yes, I said that there might be a slight possibility toward the end of the month!!!But, here we are, not quite at the end of January, AND NO EU news!I'm beginning to think that the negotiations are NOT proceeding as fast as some board members "think" that they are!Of course, there are still a couple of days left in the month, but it certainly does not look like January will be the month of EU news. At least, January 2026!!!Of course, IMO....
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Yahoo Finance
01/29
(Community Post)
maia living up to its "pump and dump" status once again. some complainers here went over there and lost a bundle. the tutes control this stock's pps and will not close the gap on available float until they see fit. Keep their borrowing rates down when they buy more quietly at end of day and market open....
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Yahoo Finance
01/29
(Community Post)
I guess Money got put back in his cage.... MAIA on is on the skids.Of course BM has been chirping about we should buy MAIA. If you're listening to random hacks on Yahoo, yer gonna lose.I was chirping about buying silver long ago. That worked out.Yesterday I cashed in my 1000 oz bar of silver, (that I bought for $21 an oz), along with a 10 oz bar of gold and 10 gold mapleleafs. Nothing like running down the street with a box containing $200,000+Too bad I'll take a hit on taxes on the 1000 oz bar, but no taxes on coins.I still have a monster box of silver morgans that can be cashed roll by roll, with no tax hits....
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Yahoo Finance
01/29
(Community Post)
My wife is so tired of hearing me complain about Geron she put a big TV and a recliner in my mancave. I can only come here on chat -nonsense here and also, I sometimes howl at the moon. Ever heard the term "ain't worth 2 cents"? Geron is down .02 right now...how appropriate. Everything I own goes up sooner or later except good ole GERN. I'll go broke before I sell this dog for these pennies....
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(Community Post)