Every 8-K that Geron Corp (GERN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GERN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GERN filings page.
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.
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.
Geron Corporation reported that its Board of Directors elected Patricia S. Andrews and Constantine Chinoporos as Class III directors, effective immediately, with terms running until the 2026 Annual Meeting of Stockholders. Andrews was also appointed to the Board’s Audit Committee.
Both new directors will receive cash and equity compensation under Geron’s standard non-employee director program and will enter into the company’s standard indemnification agreements, which can cover expenses such as attorneys’ fees and settlements related to their service as directors.
Geron Corporation reported strong growth in 2025 driven by its blood cancer drug RYTELO. Net product revenue reached $48.0 million in the fourth quarter and $183.6 million for the year, up from $76.5 million in 2024, with total 2025 revenues of $183.9 million.
Total costs and operating expenses were $254.7 million in 2025, producing a net loss of $85.8 million, improved from a $174.6 million net loss in 2024. Research and development expenses fell to $73.7 million, while selling, general and administrative costs rose to $159.3 million as Geron expanded its commercial footprint.
The company recorded $17.0 million in restructuring charges after cutting roughly one-third of its workforce in December 2025. Geron ended 2025 with about $401.1 million in cash, cash equivalents, restricted cash and marketable securities and guided 2026 RYTELO net product revenue to $220–240 million with total operating expenses of $230–240 million.
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.
Geron Corporation (GERN) filed a current report announcing it issued a press release with financial results for the quarter ended September 30, 2025 and recent business highlights. The press release is provided as Exhibit 99.1 and dated November 5, 2025.
The information under Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act and therefore is not subject to Section 18 liabilities and is not incorporated by reference into other filings.
Geron Corporation announced leadership changes. On October 10, 2025, director Gaurav Aggarwal, M.D. resigned from the Board, effective immediately, citing professional obligations; the company stated his decision was not due to any disagreement on operations, policies, or practices. Also on October 10, V. Bryan Lawlis, Ph.D. informed the Board he will not stand for re‑election at the 2026 Annual Meeting and will serve until his term ends.
Effective October 15, 2025, Andrew J. Grethlein, Ph.D., Executive Vice President, Chief Operating Officer, and Jim Ziegler, Executive Vice President, Chief Commercial Officer, will depart. Each is eligible for severance benefits under existing employment agreements as described in the company’s April 8, 2025 proxy. To support transition, Dr. Grethlein entered a consulting agreement effective October 16, 2025 for up to 12 months at a specified hourly rate with a monthly hour cap. On October 13, 2025, the company issued a press release on four executive leadership transitions and appointments (Exhibit 99.1).
Event: Geron Corporation (GERN) filed an 8-K reporting the appointment of Harout Semerjian as President, Chief Executive Officer and director, effective August 7, 2025.
- CEO appointment: Mr. Semerjian replaces Dawn C. Bir and will fill a Class I board vacancy through the 2027 annual meeting.
- Compensation: Annual base salary $800,000; annual performance target bonus 70% of base salary (prorated for 2025).
- Equity inducement: Grant of stock options to purchase 11,000,000 shares under the 2018 Inducement Award Plan; exercise price = Nasdaq closing price on start/grant date.
- Vesting: 7,000,000 options: 12.5% at six months then monthly over 42 months; 4,000,000 options: 25% at one year then monthly over 36 months; full vest upon Change in Control.
- Severance: Covered Termination: prorated target bonus, lump-sum equal to 18 months base salary, COBRA for up to 18 months; vested options remain exercisable until earlier of two years post-termination or original expiration.
- Plan amendments: Amended and Restated Severance Plan effective August 1, 2025 adds a CEO payment equal to 150% of target bonus upon a qualifying Change of Control; 2018 Inducement Award Plan amended to add 11,000,000 shares for inducement grants.
- Exhibits: Employment Agreement (Exhibit 10.1), Amended Severance Plan (Exhibit 10.2), Amended 2018 Inducement Plan (Exhibit 10.3).