Dr. Steensma's Slide7, many on boundary of TR for 8 wks, don't know their followup times. Combine w/Slide9: Slide9=jaw-dropping. A pt w/8wk TI had ~12units reduction! Another pt w/only TR had 10u reduction! Those TRs≥4 units cld turn TI. Who targets this high burden? Imet! $GERN

Imerge 24wk responders' stunning increase Hb≥3.0 g/dL! Makes sense! Look at reduction ~10 units! TEN UNITS! D I S E A S E M O D I F I C A T I O N 2 pts w/SF3B1 reduction; maybe Dr. Tefferi was on to something? But obviously not exclusive to spliceosome. P3 more answers. $GERN

Best ASH call to date. Thank you Dr. Mascarenhas/Dr. Raza/Dr. S/BOD for the presentation. I heard your excitement for the pts, Imet, and future of program. W/endorsements like these I blve regulators will be all ears. I do plan a writeup, it'll be a while b/c of holidays. $GERN

I’m finishing up my review on the ASH 2018 call of Dec 10. It’s a long one. They’ve offered some probing insights. If no unforeseen interruptions, I’m shooting for Fri, but definitely by Sun. Wishing you prosperity and health in the new year! $GERN

The Dec 10th ASH 2018 CC Part 1 of 8 $GERN

The Dec 10th ASH 2018 CC Part 2 of 8 $GERN

The Dec 10th ASH 2018 CC Part 3 of 8 $GERN

The Dec 10th ASH 2018 CC Part 4 of 8 $GERN

The Dec 10th ASH 2018 CC Part 5 of 8 $GERN

The Dec 10th ASH 2018 CC Part 6 of 8 $GERN

The Dec 10th ASH 2018 CC Part 7 of 8 $GERN

The Dec 10th ASH 2018 CC Part 8 of 8 $GERN

Short/sweet CC, all familiar info by now: IND transfer by end of Q2, Imerge is priority & P3 begins mid-year, MF is TBD(who wld really abandon 30 months mOS?), exploring AML, expanding dvlopmnt team, no fundraise/finance/partnership yet. 2019 will be a defining year for $GERN.

R/now $GERN has 1 clinical candidate. If Y own GERN Y really shld understand the inherent lack of maneuverability when a company only has 1 candidate. Why wld Y buy a car and complain that it can't fly? GERN is clinical stage r/now, follow the science to see beyond the horizon.

While the Needham presentation covered no new data, it was quite impressive for how it laid out GERN's extremely strong position. There are a number of illuminating takeaways. I'll post a short review, but it may be two weeks before I have a chance at it. $GERN