Geron Corporation filings document the regulatory record of a Nasdaq-listed commercial-stage biopharmaceutical company developing and commercializing imetelstat for blood cancers. The company’s disclosures cover RYTELO product revenue, operating results, financial guidance, clinical-development updates, and risks tied to oncology drug commercialization and hematology studies.
Geron’s SEC filings also record proxy governance matters, director elections, board committee assignments, executive compensation, and stockholder voting materials. Form 8-K reports document material events including furnished earnings releases and investor materials, amendments to secured debt arrangements, Nasdaq-listed common stock information, workforce restructuring and exit-cost disclosures, and board or executive officer changes.
Geron Corporation (GERN) reported RYTELO net product revenue of $60.1 million in Q3 2026, up 27% from $47.2 million; nine-month revenue was $169.4 million, up 25% from $135.6 million. It recorded quarterly net income of $1.35 million, versus a $18.428 million loss in 2025, while its nine-month net loss was $18.972 million versus $54.638 million.
Cash, cash equivalents, restricted cash and marketable securities totaled $339.4 million as of September 30, 2026, compared with $401.1 million at December 31, 2025. Geron believes those resources, with anticipated RYTELO net revenue, will fund projected operating requirements for the foreseeable future, based on current plans and assumptions. In October 2026, Geron discontinued Phase 3 IMpactMF after an independent Data Monitoring Committee concluded it was unlikely to meet the overall-survival primary endpoint. No new safety signals changing imetelstat’s known profile were observed in the trial arm. Geron said it cannot pursue regulatory approvals for relapsed/refractory myelofibrosis.
Geron Corporation reported third-quarter 2026 results, with RYTELO net product revenue of $60.1 million, compared with $47.2 million in Q3 2025. Total revenue was $60.2 million. Net income was $1.4 million, versus a net loss of $18.4 million a year earlier; total costs and operating expenses were $54.4 million, compared with $61.1 million.
Cash, cash equivalents, restricted cash and marketable securities were approximately $339.4 million as of September 30, 2026, compared with $326.9 million as of June 30, 2026. Geron maintained 2026 RYTELO net product revenue guidance at the mid-to-high end of $220 million to $240 million and lowered total operating expense guidance to $220 million to $230 million from $230 million to $240 million.
Geron initiated a gated commercial launch in targeted European markets, with RYTELO availability in Germany expected by year-end. The company also stated that the Phase 3 IMpactMF trial was discontinued and it does not expect to pursue an approval pathway for relapsed/refractory myelofibrosis.
Geron Corporation announced its decision to discontinue the Phase 3 IMpactMF trial of imetelstat in patients with myelofibrosis relapsed or refractory to a JAK inhibitor. The independent Data Monitoring Committee advised that the trial was unlikely to meet its primary endpoint of overall survival.
The trial evaluated 327 patients with intermediate-2 or high-risk disease in an open-label, controlled study, randomized 2:1 between imetelstat and best available therapy. Patients in the imetelstat arm received 9.4 mg/kg intravenously every three weeks. No new safety signals were observed that change imetelstat’s known safety profile or require additional safety monitoring. Geron plans a detailed data analysis and says it will share findings with the scientific community at a future date.
Robert J. Spiegel, a director of Geron Corp (GERN), acquired 6,351 common shares on September 30, 2026, in lieu of cash compensation for quarterly board retainer and committee fees. The share count was based on the $1.23 closing price that day. Spiegel directly held 212,161 shares after the transaction.
RA Capital Management, L.P. and related parties report a 9.99% beneficial stake in Geron Corporation as of June 30, 2026. Through RA Capital Healthcare Fund, L.P., they report beneficial ownership of 66,502,728 shares of common stock, including 42,809,751 shares held directly and Pre-Funded Warrants.
The Fund holds Pre-Funded Warrants exercisable for up to 29,053,145 additional shares, but a Beneficial Ownership Blocker prevents exercises that would push ownership above 9.99%. The 9.99% figure is calculated using 642,000,000 shares outstanding plus 23,692,977 shares issuable upon warrant exercise; EDGAR cover page percentages are rounded down to 9.9%. RA Capital, Peter Kolchinsky, and Rajeev Shah disclaim beneficial ownership except for Section 13(d) purposes.
State Street Corporation reported beneficial ownership of Geron Corp common stock on a Schedule 13G. State Street and its investment adviser subsidiaries collectively beneficially own 35,856,671 shares of Geron common stock, representing 5.6% of the outstanding class.
State Street reports 0 shares with sole voting or dispositive power. It has shared voting power over 34,097,965 shares and shared dispositive power over all 35,856,671 shares, reflecting holdings managed through its asset management entities, including SSGA Funds Management, Inc. and several State Street Global Advisors affiliates.
Geron Corporation reported second quarter 2026 results highlighted by continued growth of its telomerase inhibitor RYTELO. Net product revenue was $57.5 million for the quarter ended June 30, 2026, up from $49.0 million a year earlier. Total revenues were $57.5 million, while total costs and operating expenses rose to $70.0 million, largely due to higher non-cash inventory-related expenses. Geron recorded a net loss of $16.7 million, or $0.02 per share, compared with a net loss of $16.4 million, or $0.02 per share, in the prior-year quarter.
As of June 30, 2026, Geron held approximately $326.9 million in cash, cash equivalents, restricted cash and marketable securities, which it believes, together with anticipated RYTELO revenue, will fund operating requirements for the foreseeable future. For full-year 2026, the company reiterated guidance for RYTELO net product revenue of $220–$240 million and total operating expenses of $230–$240 million. Management noted that in the first half of 2026, RYTELO net revenue grew 24% and total operating expenses decreased 4% versus the same period in 2025, and emphasized strategic priorities including expanding RYTELO’s reach, advancing the Phase 3 IMpactMF trial in relapsed or refractory myelofibrosis, and pursuing additional innovation in blood cancer therapies.
Spiegel Robert J. reported acquisition or exercise transactions in this Form 4 filing.
Geron Corp director Robert J. Spiegel received 6,103 shares of common stock as compensation. The shares were granted on June 30, 2026 in lieu of cash payment for his quarterly board retainer and committee fees, based on the company’s closing share price of $1.28 that day.
Following this grant, Spiegel directly holds 205,810 Geron common shares. This is a routine, compensation-related stock award rather than an open-market purchase, so it mainly reflects how the company structures director pay, not an active trading decision.
Geron Corporation reported that stockholders approved an amendment and restatement of its 2018 Equity Incentive Plan, increasing the number of common shares issuable under the plan by 4,500,000 shares. The amendment had been previously adopted by the board of directors, subject to stockholder approval.
At the 2026 Annual Meeting, held virtually, stockholders elected director nominees including Susan M. Molineaux, Patricia S. Andrews and Constantine Chinoporos. Stockholders also approved additional proposals, including an advisory vote on executive compensation and the ratification of the independent registered public accounting firm, based on the vote totals disclosed.