Welcome to our dedicated page for Geron SEC filings (Ticker: GERNW), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Geron's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Geron's regulatory disclosures and financial reporting.
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.