A biopharmaceutical company making treatments for blood cancers and bone marrow disorders, Geron's approved drug RYTELO is given to adults with myelodysplastic syndromes who need blood transfusions. Founded in 1990 by biogerontologist Michael West, the name comes from the Greek word "geron," meaning "elder," reflecting an original focus on the biology of aging. Its work builds on Nobel Prize-winning research into telomeres, chromosome caps often called a "molecular clock."
Geron stockholders elect three Class III directors and approve 2018 Equity Incentive Plan amendment at 2026 Annual Meeting.
Stockholders approved an amendment to the 2018 Equity Incentive Plan to increase shares issuable by 4,500,000 shares, with 370,294,696 votes for and 21,853,005 against.
Show detailsHide details
At the May 20, 2026 Annual Meeting, stockholders elected Susan M. Molineaux, Patricia S. Andrews, and Constantine Chinoporos as Class III directors for three-year terms expiring at the 2029 annual meeting.
The non-binding advisory vote on named executive officer compensation was approved with 372,129,132 votes for and 19,673,460 against.
Stockholders ratified Ernst & Young LLP as independent registered public accounting firm for fiscal year 2026, with 486,459,028 votes for and 9,474,870 against.
The 2018 Equity Incentive Plan, as amended, was filed as Exhibit 10.1 to the Form 8-K.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits
Geron Corporation elects Patricia S. Andrews and Constantine Chinoporos to its Board of Directors.
Ms. Andrews was also appointed to the Audit Committee of the Board with immediate effect.
Show detailsHide details
On March 25, 2026, the Board of Directors of Geron Corporation elected Patricia S. Andrews and Constantine Chinoporos as Class III directors, effective immediately, with terms expiring at the 2026 Annual Meeting of Stockholders.
Both new directors will receive cash and equity compensation under the Company's standard compensatory arrangements for non-executive directors.
The Company will enter into its standard form of indemnification agreement with each of Ms. Andrews and Mr. Chinoporos.
Ms. Andrews has prior executive roles at Sumitomo Pharma Oncology, Incyte Corporation, and Pfizer; Mr. Chinoporos previously served as COO and CBO at Applied Therapeutics and in senior roles at Sanofi, Genzyme, and Eli Lilly.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements
Geron issues 2026 financial guidance with RYTELO revenue expected at $220-$240M
Geron Corporation announced 2026 financial guidance on January 12, 2026, expecting RYTELO net product revenue between $220 million and $240 million.
Show detailsHide details
Total operating expenses for 2026 are expected to be in the range of $230 million to $240 million, reflecting a year-over-year reduction.
The company amended its senior secured term loan facility with Pharmakon Advisors, extending the draw deadline for Tranche B ($75M) and Tranche C ($50M) loans to July 30, 2026.
Geron highlighted priorities including U.S. RYTELO growth, ex-U.S. expansion, and advancing the Phase 3 IMpactMF trial in myelofibrosis.
The disclosure was furnished under Item 7.01 Regulation FD, with the press release and corporate slides attached as exhibits.
7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Geron amends Pharmakon loan agreement, extending tranche draw deadlines to July 30, 2026.
On January 5, 2026, Geron entered into a first amendment to its November 1, 2024 loan agreement with Pharmakon-managed lenders.
Show detailsHide details
The amended agreement maintains a $250.0 million senior secured term loan facility with three tranches: $125.0 million funded, $75.0 million available, and $50.0 million subject to a revenue milestone.
The amendment extends the outside date for requesting Tranche B and Tranche C loans from December 31, 2025 to July 30, 2026.
The makewhole date for prepayments was extended from November 1, 2026 to May 1, 2027.
Prepayment premiums remain 3%, 2%, or 1% depending on timing relative to the applicable loan's anniversary.
Geron announces restructuring plan cutting ~1/3 of workforce, ~$18M charges
On December 16, 2025, Geron Corporation began implementing a strategic restructuring plan approved unanimously by its Board on December 10, 2025.
Show detailsHide details
The plan includes a reduction in force of approximately one-third of its roughly 260 employees, with notifications starting December 16, 2025 and completion expected in Q1 2026.
Geron estimates approximately $18 million in restructuring charges, primarily for severance, healthcare, and related employee costs.
Charges are expected to impact Q4 2025 and Q1 2026 results, with most cash payments occurring through Q1 2026.
The restructuring aims to position the company for long-term value creation and improve financial discipline.
2.05 Costs Associated with Exit or Disposal Activities
Geron reports Q3 2025 RYTELO net product revenue of $47.2 million
Net loss for Q3 2025 was $18.4 million ($0.03 per share), compared to a net loss of $26.4 million ($0.04 per share) in Q3 2024.
Show detailsHide details
Geron reported Q3 2025 total revenues of $47.2 million, up from $28.3 million in Q3 2024, driven by RYTELO net product revenue of $47.2 million.
Cash, cash equivalents, restricted cash, and marketable securities totaled approximately $421.5 million as of September 30, 2025, down from $502.9 million at year-end 2024.
Enrollment completed in the Phase 3 IMpactMF trial (320 patients) for imetelstat in relapsed/refractory myelofibrosis; interim analysis expected in H2 2026 and final analysis in H2 2028.
Company narrowed FY2025 total operating expense guidance to $250-$260 million, down from prior guidance of approximately $270-$285 million.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits