Welcome to our dedicated page for Geron news (Ticker: GERN), a resource for investors and traders seeking the latest updates and insights on Geron stock.
Geron Corporation (Nasdaq: GERN) is a commercial-stage biopharmaceutical company focused on blood cancers and myeloid hematologic malignancies through telomerase inhibition. News about Geron frequently centers on its first-in-class telomerase inhibitor RYTELO (imetelstat), which is approved in the United States and the European Union for certain adult patients with lower-risk myelodysplastic syndromes (LR-MDS) who have transfusion-dependent anemia.
On this page, readers can follow corporate announcements and scientific updates that shape the GERN investment story. Typical news items include financial guidance and quarterly results that discuss RYTELO net product revenue and operating expenses, strategic restructuring plans intended to support the company’s hematology focus, and details of equity grants made under Nasdaq inducement award rules. These disclosures provide insight into Geron’s commercial execution, cost structure and capital allocation.
Geron also issues frequent clinical and medical conference updates. Recent releases have highlighted data presented at the American Society of Hematology (ASH) Annual Meeting, including pooled analyses from the Phase 3 IMerge trial in LR-MDS, long-term outcomes data, and exploratory biomarker studies in myelofibrosis and advanced myelodysplastic neoplasms or acute myeloid leukemia. News about the IMpactMF Phase 3 trial in JAK-inhibitor relapsed/refractory myelofibrosis, as well as the IMbark, IMproveMF and IMpress studies, offers additional context on imetelstat’s development across myeloid malignancies.
Investors can also track leadership changes and investor relations events, such as executive appointments, board updates and participation in healthcare investor conferences. Together, these news items help explain how Geron is pursuing its stated priorities of driving RYTELO commercial growth, expanding access in LR-MDS markets outside the U.S. and advancing its pivotal myelofibrosis program. Bookmark this page to follow ongoing developments affecting GERN’s clinical programs, regulatory milestones, commercial performance and corporate strategy.
Geron (Nasdaq: GERN) reported RYTELO (imetelstat) net product revenue of $48.0M in Q4 2025 and $183.6M for full year 2025, with year-end cash and marketable securities of $401.1M. Total operating expenses for 2025 were $254.7M. For 2026 the company reiterated guidance of $220M–$240M RYTELO revenue and $230M–$240M operating expenses and expects current cash plus anticipated net revenues to fund operations.
Geron noted a 9% quarterly demand increase, ~1,300 ordering accounts, ongoing investigator and real-world trials with initial data expected H2 2026, and a workforce reduction that produced $17.0M of restructuring charges.
Geron (Nasdaq: GERN) said members of management will present at three investor events in early March 2026: TD Cowen (fireside chat) on March 2, 2026 in Boston, Barclays (fireside chat) on March 10, 2026 in Miami, and Leerink Partners in-person meetings on March 11, 2026 in Miami.
A live and archived audio webcast of each fireside chat will be available via the Investors & Media section of Geron’s website at www.geron.com.
Geron (Nasdaq: GERN) granted inducement stock options effective Feb 17, 2026, to one newly hired employee for an aggregate of 742,500 shares.
The options carry an exercise price of $1.80 per share (closing price on grant date), a 10-year term, and vest over four years with 12.5% vesting at six months and the remainder in equal monthly installments over 42 months, subject to continued employment and plan terms.
Geron (Nasdaq: GERN) will release fourth quarter and full year 2025 financial results and business highlights before market open on Wednesday, February 25, 2026. The company will host a conference call and webcast at 8:00 a.m. Eastern Time.
Live and archived audio will be available from the Investors and Media section of the company's website at www.geron.com.
Geron (Nasdaq: GERN) provided 2026 financial guidance forecasting RYTELO net product revenue of $220–$240 million and total operating expenses of $230–$240 million. The company expects top-line growth driven by focused U.S. commercial efforts and stronger second-half performance, plus year‑over‑year operating expense reduction following a strategic restructuring. Geron also noted expanded clinical evidence for RYTELO in LR‑MDS and amended its 5‑year senior secured term loan to extend the outside date for Tranche B ($75M) and Tranche C ($50M) to July 30, 2026.
Geron (Nasdaq: GERN) announced an inducement equity grant effective Dec 17, 2025 for a newly hired employee: 320,000 stock options with an $1.34 exercise price (equal to the grant-date close).
The options have a 10-year term and vest over 4 years (12.5% at the six-month anniversary, then remaining shares vesting in equal monthly whole-share installments over the next 42 months). Grants were approved under Nasdaq Listing Rule 5635(c)(4) and the company’s 2018 Inducement Award Plan.
Geron (Nasdaq: GERN) announced a strategic restructuring on Dec. 11, 2025 to sharpen its U.S. RYTELO commercial strategy and prioritize clinical development, including the Phase 3 IMpactMF trial. The plan targets an approximately one-third reduction of the company’s ~260-employee workforce and is expected to be substantially complete in Q1 2026.
Management expects initial projected full-year 2026 operating expenses to be lower than projected 2025 expenses, with savings beginning in Q1 2026. Geron will incur restructuring charges, primarily cash-based, and said it will disclose additional details in a Form 8-K filed with the SEC.
Geron (Nasdaq: GERN) presented pooled and long-term data at ASH 2025 on RYTELO (imetelstat) in lower-risk myelodysplastic syndromes (LR-MDS) and myelofibrosis. Post-hoc pooled IMerge analyses linked early treatment-emergent neutropenia and thrombocytopenia in the first two cycles to greater hemoglobin increases and higher rates of red blood cell transfusion independence.
At a median follow-up of 45 months, IMerge showed a favorable trend in overall survival, PFS, and time to AML progression versus placebo though the trial was not powered for OS. Additional ASH data include dose-dependent cytokine reductions in IMbark and a recommended combinational dose of 8.9 mg/kg from IMproveMF.
Geron (Nasdaq: GERN) reported Q3 2025 results and business highlights on November 5, 2025. RYTELO net product revenue was $47.2M in Q3 2025 versus $28.2M in Q3 2024. The company completed enrollment of 320 patients in the Phase 3 IMpactMF trial and expects an interim overall survival analysis in 2H 2026 and a final analysis in 2H 2028. Cash and marketable securities were approximately $421.5M at September 30, 2025.
Q3 net loss narrowed to $18.4M ($0.03/share) from $26.4M a year earlier. 2025 operating expense guidance was revised lower to $250–$260M. Leadership additions include a new Chief Commercial Officer and other executive hires. The company will present data at ASH 2025 and hosted a conference call on November 5, 2025.
Geron Corporation (Nasdaq: GERN) announced that CEO Harout Semerjian will present at two investor conferences in November–December 2025. He will appear in a fireside chat at the Stifel 2025 Healthcare Conference on Tuesday, November 11, 2025 at 11:40 AM ET in New York, and at the 8th Annual Evercore Healthcare Conference on Tuesday, December 2, 2025 at 11:15 AM ET in Miami. A live webcast of each fireside chat will be available in the company’s Investors & Media Events section, and replays will be archived on the company website.