A Look At The Competition Geron Could Face In Myelodysplastic Syndromes

Geron Corporation (GERN) has had a rather quiet 2017 so far. The last bit of good news we heard was the announcement that Johnson and Johnson's (JNJ) Janssen division had concluded that the IMerge and IMbark studies should continue in low-risk myelodysplastic syndromes (NYSE:MDS) and myelofibrosis, respectively. Both of these disease continue to represent substantial unmet needs in the hematology/oncology space.

But shareholders have waited since then to see what was going to come of the collaboration between GERN and JNJ. Furthermore, no data for their flagship molecule, imetelstat, were presented at the 2017 ASCO Annual Meeting or at the European Hematology Association, leaving these same shareholders feeling thirsty for information.

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