I have been in GERN for years (so just recently above water). Still a sizable position. Transfusion burden is a problem in these diseases (MF/MDS) and this drug looks like a winner to me. Stock is straight up with steady accumulation since the EHA data leak which started the run. Durable transfusion independence is pretty impressive. RS independent is nice too. Lot of positive catalysts over next 12 months potentially.
I don't feel like I have noted this kind of strength and follow through with GERN. Last few times anything at all like this momentum was killed with secondary. Seeing as GERN should be cashed up through approval and start of commercialization it is feeling a lot different and I feel like there is a chance that that EHA data piqued someone's interest or accelerated some accumulation timelines.
Either way if you would have told me you could buy GERN in January 2022 in May 2023 with the data read out that they had for 3 dollars I would say you were crazy.