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.
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 Corp director Patricia S. Andrews has filed an initial insider ownership report with the SEC. This Form 3 filing establishes her status as a director of Geron Corp (ticker GERN) and provides a baseline disclosure of her holdings, with no transactions reported in this filing.
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 is reported as being beneficially owned in the amount of 33,008,659 shares by Soleus-related filers, representing 5.2% of common stock. The percentage is calculated using February 20, 2026 outstanding share count of 640,544,661.
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 $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.
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.