Welcome to our dedicated page for Geron SEC filings (Ticker: GERN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Geron Corporation (GERN) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a commercial-stage biopharmaceutical company focused on blood cancers and myeloid hematologic malignancies, Geron uses its SEC reports to detail financial performance, material events, clinical progress and corporate actions related to its telomerase inhibitor RYTELO (imetelstat) and broader business.
Investors can review current reports on Form 8-K that Geron has filed in connection with key developments. Recent 8-K filings have addressed topics such as quarterly financial results and business highlights, 2026 financial guidance for RYTELO net product revenue and total operating expenses, a strategic restructuring plan including a reduction in workforce, executive leadership changes, and amendments to compensation and inducement award plans. These filings provide formal context for press releases and outline the board-approved actions and estimated financial impacts of restructuring and other initiatives.
In addition to 8-Ks, Geron’s periodic reports on Forms 10-K and 10-Q (accessible through EDGAR and summarized on this page when available) typically include detailed financial statements, discussion of revenue sources, risk factors, clinical program descriptions and capital structure information. For a company like Geron, these filings are central to understanding how RYTELO product revenue, license fees and royalties fit within its overall operating results and cash position.
Stock Titan enhances these filings with AI-powered summaries that highlight key points, such as changes in operating expenses, updates on the IMpactMF Phase 3 trial in myelofibrosis, or the scope and cost of restructuring plans. Users can quickly identify important disclosures without reading every line of the underlying documents. The platform also surfaces insider and equity-related information reported in connection with inducement grants and executive compensation arrangements, helping investors monitor how management and employees are incentivized.
Because Geron’s strategy depends on clinical and commercial execution in hematology-oncology, its SEC filings are a primary source for tracking progress, risks and governance decisions. This page brings together those documents and AI-driven insights so that investors can efficiently evaluate GERN’s regulatory history and ongoing obligations.
Geron Corporation is reported as being beneficially owned in the amount of 33,008,659 shares by Soleus-related filers, representing
The shares are held directly by Soleus Capital Master Fund, L.P. and reported by affiliated entities and Guy Levy in a joint filing; the filing includes a disclaimer that the affiliated entities and Mr. Levy disclaim beneficial ownership except for Section 13(d) reporting purposes.
Geron Corporation is registering up to $150,000,000 of common stock for resale under an at-the-market sales agreement with TD Securities (USA) LLC (TD Cowen) dated February 27, 2026, to be sold from time to time through or to TD Cowen as sales agent or principal.
The prospectus is a shelf registration on Form S-3 that also permits future offerings of preferred stock, debt securities and warrants; the Sales Agreement tranche specifically covers common stock with compensation to TD Cowen up to 3.0% of gross proceeds and customary indemnities. Sales may be made by negotiated transactions, block trades or through trading markets.
Geron Corporation is a commercial-stage biopharmaceutical company focused on blood cancers, built around its first-in-class telomerase inhibitor RYTELO (imetelstat). The drug is FDA‑approved in the U.S. for certain adults with lower‑risk myelodysplastic syndromes (MDS) who have transfusion‑dependent anemia after, or ineligible for, ESA therapy, and was commercially launched in June 2024.
In March 2025, the European Commission approved RYTELO for adults with transfusion‑dependent anemia due to lower‑risk, non‑del 5q MDS, granting a centralized authorization across the EU and EEA. Geron plans to commercialize RYTELO in select EU markets via partners, while using Named Patient Programs for limited paid access elsewhere.
RYTELO is also being developed for other myeloid malignancies. The Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis is fully enrolled, with an interim overall survival analysis expected in the second half of 2026 and a final analysis in the second half of 2028, both driven by death events.
The company highlights extensive risk factors: its near‑term outlook is highly dependent on successful U.S. and ex‑U.S. commercialization of RYTELO, timely completion and positive results from IMpactMF and other trials, reliable manufacturing, adequate reimbursement, protection of intellectual property and regulatory exclusivities, management of debt and royalty obligations, and the need for additional capital to fund operations and pipeline programs.
Geron Corporation reported strong growth in 2025 driven by its blood cancer drug RYTELO. Net product revenue reached
Total costs and operating expenses were
The company recorded
Eid Joseph reported acquisition or exercise transactions in this Form 4 filing.
Geron Corporation reported that EVP, R&D and Chief Medical Officer Joseph Eid received a grant of stock options covering 2,220,000 shares. The options were awarded at a reported price of $0.00 per share and are held directly. The grant vests in 48 equal monthly installments starting on March 17, 2026, as long as he continues to provide service on each vesting date.
Geron Corporation executive Michelle Robertson, EVP and Chief Financial Officer, reported several equity transactions. On February 18, 2026, 27,500 restricted stock units vested and converted into the same number of common shares, with each RSU representing one share. On the same date, 9,855 common shares were sold at $1.94 per share solely to cover tax withholding obligations under a mandatory sell-to-cover policy, rather than as a discretionary sale. Separately, on February 17, 2026, she received a stock option grant for 1,660,000 shares, vesting in 48 equal monthly installments starting March 17, 2026, contingent on continued service.
Geron Corp received an updated ownership report from Deep Track Capital and related entities showing a sizable passive stake in its common stock. Deep Track Capital, Deep Track Biotechnology Master Fund and David Kroin together report beneficial ownership of 32,511,271 Geron shares, representing 5.09% of the company’s common stock.
The filing states they hold only shared voting and dispositive power over these shares, with no sole authority. The ownership percentage is calculated using 638,355,275 Geron shares outstanding as of November 4, 2025. The reporting persons certify the position is not held for the purpose of changing or influencing control of Geron.
Geron Corporation furnished an update outlining its financial outlook and investor communications for 2026. The company issued a press release with 2026 financial guidance, including expected RYTELO® net product revenue and total operating expenses for the year. This gives the market a view of how management currently sees revenue from its RYTELO franchise and the cost base needed to support the business.
Geron also provided a January 2026 corporate slide presentation that will be used in meetings with analysts and investors during the 44th Annual J.P. Morgan Healthcare Conference. Both the press release and the slides are furnished as exhibits rather than filed, meaning they are not automatically subject to certain Exchange Act liabilities or incorporated into other SEC reports unless specifically referenced.
Geron Corporation amended its existing Pharmakon-backed loan facility to extend key dates while keeping core terms the same. The 5-year senior secured term loan totals up to $250.0 million, split into a funded $125.0 million Tranche A, a $75.0 million Tranche B available at the company’s option subject to limited conditions, and a $50.0 million Tranche C that becomes available once a specified trailing twelve-month RYTELO™ revenue milestone is reached.
The amendment moves the outside date for drawing Tranche B and, once available, Tranche C from December 31, 2025 to July 30, 2026, giving Geron more time to access these funds. It also pushes the Makewhole Date, used to calculate early prepayment charges, from November 1, 2026 to May 1, 2027, while leaving the existing prepayment premium schedule and other loan terms unchanged.
Geron Corporation is implementing a strategic restructuring plan that includes reducing its workforce by about one-third from approximately 260 employees and expects about $18 million in restructuring and related charges. The board unanimously approved the plan on December 10, 2025, and the company began notifying affected employees on December 16, 2025, with the reduction expected to be substantially complete in the first quarter of 2026.
The charges, driven mainly by one-time severance, healthcare and related employee costs, are expected to affect results in the fourth quarter of 2025 and first quarter of 2026, with most cash payments occurring through the first quarter of 2026. Geron states the charges are not currently expected to include non-cash equity-based compensation and notes that actual costs, timing, and the business impact of the plan could differ materially from its estimates.