Geron (NASDAQ: GERN) issues 2026 guidance and RYTELO revenue outlook

Rhea-AI Filing Summary

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.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

___________

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): January 12, 2026

GERON CORPORATION

(Exact name of registrant as specified in its charter)

Delaware			000-20859			75-2287752
(State or other jurisdiction of incorporation)			(Commission File Number)			(IRS Employer Identification No.)

919 E. HILLSDALE BLVD., SUITE 250

FOSTER CITY, CALIFORNIA 94404

(Address of principal executive offices, including zip code)

(650) 473-7700

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

o			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.001 par value			GERN			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company o

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o

Item 7.01            Regulation FD Disclosure

On January 12, 2026, Geron Corporation (the “Company”) issued a press release announcing 2026 financial guidance and other business highlights, including its expected RYTELO® net product revenue and total operating expenses for 2026. The full text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The Company is also furnishing slides to be presented by the Company in various meetings with securities analysts and investors during the 44th Annual J.P. Morgan Healthcare Conference to be held the week of January 12, 2026 as Exhibit 99.2 to this Current Report on Form 8-K and incorporated herein by reference.

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The information in this Item 7.01 (including Exhibit 99.1 and Exhibit 99.2) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01             Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.			Description
99.1			Press release issued by Geron Corporation on January 12, 2026
99.2			January 2026 Corporate Slide Presentation of Geron Corporation
104			Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						GERON CORPORATION
Date: January 12, 2026			By:			/s/ Michelle Robertson
			Name:			Michelle Robertson
			Title:			Executive Vice President, Chief Financial Officer and
						Treasurer

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FAQ

What did Geron (GERN) disclose in this 8-K?

Geron furnished a press release announcing its 2026 financial guidance and other business highlights, including expected RYTELOae net product revenue and total operating expenses, along with a January 2026 corporate slide presentation.

Does the Geron 8-K include guidance for RYTELO revenue in 2026?

Yes. Geron stated that its 2026 financial guidance includes expected RYTELOae net product revenue for 2026, though specific figures are contained in the attached press release rather than in the body of the report.

What exhibits did Geron attach to this 8-K filing?

Geron attached a press release dated January 12, 2026 as Exhibit 99.1, a January 2026 corporate slide presentation as Exhibit 99.2, and a cover page Inline XBRL data file as Exhibit 104.

How will Geron use the slide presentation mentioned in the 8-K?

Geron plans to use the January 2026 corporate slide presentation in meetings with securities analysts and investors during the 44th Annual J.P. Morgan Healthcare Conference held the week of January 12, 2026.

Are Gerone28099s 2026 guidance materials considered filed with the SEC?

No. The company specifies that the information in Item 7.01, including Exhibits 99.1 and 99.2, is furnished and not filed for purposes of Section 18 of the Exchange Act, and is not incorporated into other SEC filings unless specifically referenced.

Who signed the Geron 8-K related to the 2026 guidance disclosure?

The report was signed on behalf of Geron Corporation by Michelle Robertson, who serves as Executive Vice President, Chief Financial Officer and Treasurer.