Geron Corp SEC Filings

The Vanguard Group filed an Amendment No. 1 to a Schedule 13G/A stating it beneficially owns 0 shares of Geron Corp, representing 0% of the class. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/divisions to report separately. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.

Geron Corp director Constantine Chinoporos received a grant of stock options, not an open-market share purchase. The award covers 270,000 options to buy Geron common stock at an exercise price of $1.57 per share and expires on March 24, 2036.

The options will vest in three equal annual installments starting on March 25, 2027, subject to his continuous service with the company through each vesting date. Following this grant, he holds 270,000 stock options directly according to the filing.

Geron Corp director files initial ownership report with no trades

Geron Corp director Constantine Chinoporos has filed an initial ownership statement as a company insider. This Form 3 filing establishes his status as a director of Geron Corp but does not report any stock transactions or derivative positions.

Geron Corporation director Patricia S. Andrews received a grant of 270,000 stock options to buy Geron common stock. The options have an exercise price of $1.57 per share and expire on March 24, 2036. They vest in three equal annual installments starting on March 25, 2027, contingent on her continued service. Following this grant, she holds 270,000 stock options directly.

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 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.