{"filings":[{"id":695362,"accession_number":"0001193125-26-241842","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-05-27T20:01:30+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Geron shareholders OK 4.5M share increase to equity plan, elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal 2 approved: 370.3M for, 21.9M against, 104.6M broker non-votes; adds 4.5M shares to 2018 Plan.","Class III directors elected: Molineaux (355.2M for), Andrews (387.2M for), Chinoporos (387.1M for).","Advisory 'say-on-pay' approved: 372.1M for, 19.7M against, 1.4M abstain.","Ratification of Ernst & Young as auditor for FY2026 approved: 486.5M for, 9.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115479,"accession_number":"0001193125-26-125151","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Geron elects Patricia S. Andrews and Constantine Chinoporos to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patricia S. Andrews and Constantine Chinoporos elected as Class III directors effective March 25, 2026.","Andrews appointed to Audit Committee; terms expire at 2026 Annual Meeting.","Andrews is former CEO of Sumitomo Pharma Oncology and global head of oncology.","Chinoporos served as COO/CBO at Applied Therapeutics and Albireo Pharmaceuticals.","Both will receive standard non-employee director compensation and indemnification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115478,"accession_number":"0001193125-26-068523","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q4 RYTELO revenue $48M, FY2025 $184M; guides FY2026 revenue $220-240M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 RYTELO net product revenue $48.0M; full year $183.6M. Net loss $31.1M in Q4, $85.8M for 2025.","FY2025 ended with $401.1M cash; FY2026 guidance: RYTELO revenue $220-240M, total opex $230-240M.","Q4 RYTELO demand grew 9% sequentially; ordering accounts increased by 150 to ~1,300.","Recorded $17.0M restructuring charge in Q4 from workforce reduction of ~1/3.","Announced three new publications and initial data expected H2 2026 from investigator-sponsored trials."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115477,"accession_number":"0000886744-26-000003","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Geron guides 2026 RYTELO revenue $220-240M; OPEX $230-240M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2026 RYTELO net product revenue expected $220-240M.","2026 total operating expenses expected $230-240M.","Amended Pharmakon term loan: Tranche B ($75M) and Tranche C ($50M) draw deadlines extended to July 30, 2026.","Implemented strategic restructuring to streamline operations and support RYTELO commercial growth.","Presented new IMerge trial analyses at ASH 2025 reinforcing RYTELO differentiation in LR-MDS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115476,"accession_number":"0001193125-26-003388","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"Geron extends Pharmakon loan draw deadline to July 30, 2026; $125M already funded","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["First Amendment extends Tranche B ($75M) and Tranche C ($50M) request deadline from Dec 31, 2025 to July 30, 2026.","Makewhole Date for prepayment extended from Nov 1, 2026 to May 1, 2027.","Tranche A of $125M funded Nov 1, 2024; total facility remains up to $250M.","Prepayment premiums unchanged: 3% before 3rd anniversary, 2% thereafter, 1% before maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131904,"accession_number":"0000886744-25-000074","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"Geron cuts ~33% of workforce (~87 employees) under restructuring plan; $18M charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Workforce reduction of approximately one-third of current ~260 employees; notifications started Dec 16, 2025.","Estimated restructuring charges of ~$18 million, mainly cash severance, healthcare, and benefits.","Charges expected in Q4 2025 and Q1 2026; most cash payments through Q1 2026; RIF substantially complete Q1 2026.","Board unanimously approved the plan on December 10, 2025; plan aims to improve financial discipline and long-term value.","No non-cash equity compensation charges anticipated; actual costs may differ materially."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131903,"accession_number":"0000886744-25-000068","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q3 2025 RYTELO revenue $47.2M; net loss narrows to $18.4M; FY25 opex guidance lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RYTELO net product revenue $47.2M in Q3 2025 (vs $28.2M in Q3 2024); demand down 3% QoQ.","Net loss $18.4M ($0.03/share) compared to $26.4M ($0.04/share) in Q3 2024.","Completed enrollment of 320 patients in Phase 3 IMpactMF trial for imetelstat in myelofibrosis.","FY 2025 operating expense guidance reduced to $250M-260M from prior $270M-285M.","Appointed Ahmed ElNawawi as EVP, Chief Commercial Officer; three other executives added."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":135866000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131902,"accession_number":"0001628280-25-044862","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Geron announces COO and CCO departures; appoints new CCO and three senior leaders","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Andrew Grethlein and CCO Jim Ziegler depart Oct 15, 2025; Grethlein stays as consultant up to 12 months.","Ahmed ElNawawi appointed EVP, Chief Commercial Officer, effective Oct 20, 2025; ex-Stemline/Novartis.","Three new SVP appointments: CTO, IR/Corporate Affairs, Portfolio/Project Mgmt; join by Oct 20.","Director Gaurav Aggarwal resigns immediately; V. Bryan Lawlis not standing for re-election at 2026 meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148479,"accession_number":"0000886744-25-000054","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Geron appoints Harout Semerjian as President and CEO, effective Aug 7, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Harout Semerjian named President and CEO; replaces Dawn C. Bir, who remains on the Board.","Base salary $800k, annual bonus target 70% of base; receives inducement option for 11M shares.","Stock option vests over 4 years; 7M shares vest 12.5% at 6 months, remainder monthly; 4M shares vest 25% at 1 year, remainder monthly.","Severance plan amended: CEO gets 150% of target bonus on change-of-control termination.","2018 Inducement Plan increased by 11M shares for future inducement grants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148478,"accession_number":"0000886744-25-000048","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q2 net product revenue $49.0M, net loss narrows to $16.4M; new CEO named","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net product revenue of $49.0M from RYTELO in Q2 2025, up 24% QoQ; demand up 17% QoQ with over 1,000 ordering accounts.","Net loss of $16.4M ($0.02/share) vs $67.4M loss ($0.10) in Q2 2024, driven by rising RYTELO sales and lower R&D costs.","Phase 3 IMpactMF trial in myelofibrosis now over 95% enrolled; full enrollment expected by year-end 2025.","Harout Semerjian appointed President and CEO; seasoned commercial hematology and oncology leader.","FY2025 operating expense guidance maintained at $270M-285M; cash and securities $432.6M as of June 30."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":88639000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167303,"accession_number":"0000886744-25-000032","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Geron shareholders approve 20M share increase for equity plan, 6M for ESPP at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders elected Dawn C. Bir and Elizabeth G. O'Farrell as Class II directors with over 384M and 381M votes for.","Amendment to 2018 Equity Incentive Plan approved: 20M additional shares authorized (360.5M for, 35.8M against, 0.5M abstain).","Amendment to 2014 ESPP approved: 6M additional shares authorized (369.8M for, 26.6M against, 0.4M abstain).","Non-binding say-on-pay approved with 361.8M votes for, 33.9M against, 1.0M abstain.","Ernst & Young LLP ratified as independent auditor for FY2025 with 472.4M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167302,"accession_number":"0000886744-25-000007","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q1: RYTELO revenue $39.4M; demand flat; EU approval granted for LR-MDS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RYTELO net product revenue $39.4M in Q1 2025; demand up only 1% vs prior 13 weeks due to inventory drawdown.","European Commission granted marketing authorization for RYTELO; launch in select EU countries planned for 2026.","Phase 3 IMpactMF trial for R/R myelofibrosis ~85% enrolled; interim OS analysis expected 2H 2026.","Net loss improved to $19.8M ($0.03/share) vs $55.4M ($0.09/share) in Q1 2024 on first product revenue.","FY2025 total operating expense guidance maintained at $270M-$285M; cash $457.5M as of March 31."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":39603000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184628,"accession_number":"0000950170-25-040247","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K/A","filed_at":"2025-03-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Geron appoints Dawn C. Bir as Interim CEO, approves $750K salary and 180K option award","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Scarlett departed as President, CEO and Chairman on March 10; stays as employee through March 31.","Dawn C. Bir, Board member since 2019, named Interim President & CEO effective March 10, 2025.","Bir receives annual base salary of $750,000; option to purchase 180,000 shares under 2018 EIP.","Option vests on earlier of first anniversary of 2025 Annual Meeting date or next annual meeting.","Bir not eligible for incentive bonus or severance plan during interim role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184631,"accession_number":"0000950170-25-037260","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Geron CEO and Chairman John A. Scarlett departs; Dawn C. Bir named Interim CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John A. Scarlett, M.D. concluded service as President, CEO and Chairman effective March 10, 2025; resigned from Board.","Scarlett remains employed through March 31, 2025 for transition; eligible for severance benefits per prior agreement.","Dawn C. Bir, current Board member since March 2019, appointed Interim President and CEO while permanent search underway.","Elizabeth G. O'Farrell, Lead Independent Director, appointed Chair of the Board effective March 10, 2025.","No compensatory arrangements established for Bir in connection with appointment; details to be filed if any."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184630,"accession_number":"0000950170-25-027331","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron posts Q4 RYTELO revenue $47.5M, net loss $25.4M; expects profitability without additional financing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net product revenue $47.5M from RYTELO; $76.5M cumulative since June 2024 launch.","Net loss $25.4M ($0.04/sh) in Q4, improved from $52.0M loss in Q4 2023.","Cash and marketable securities $502.9M as of Dec 31, 2024.","CHMP positive opinion for EU approval; decision expected H1 2025, EU launch in 2026.","2025 operating expense guidance $270M-$285M; expects profitability without additional financing."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184629,"accession_number":"0000950170-25-004579","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Geron expects Q4 RYTELO revenue ~$45-46M; FY 2024 opex ~$250-260M, cash ~$500M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Q4 2024 U.S. RYTELO net revenue expected $45M-$46M, first full quarter of launch.","FY 2024 operating expenses estimated ~$250M-$260M; cash, equivalents, and securities ~$500M as of Dec 31, 2024.","Estimates are preliminary, unaudited, subject to change upon completion of financial close and audit.","RYTELO (imetelstat) is Geron's approved telomerase inhibitor for lower-risk myelodysplastic syndromes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201213,"accession_number":"0000950170-24-122771","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["1.01","1.02","2.01","2.02","2.03","7.01","9.01"],"status":"ready","headline":"Geron posts Q3 RYTELO revenue of $28.2M; secures up to $375M in financing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net product revenue of $28.2M from RYTELO in first full quarter of U.S. launch.","Net loss of $26.4M ($0.04 per share) vs. $44.8M loss in Q3 2023.","Total operating expenses guidance for FY2024 set at $260M–$270M.","Received $250M gross proceeds: $125M from Royalty Pharma, $125M from Pharmakon loan.","Additional $125M debt available; $86.5M Hercules loan repaid and terminated."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":29457000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217233,"accession_number":"0000950170-24-093307","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q2 net loss $67.4M; RYTELO launch underway with ~160 patients treated by July 31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $67.4M ($0.10 per share) for Q2 2024, compared to $49.2M ($0.09) in Q2 2023.","RYTELO (imetelstat) commercially launched June 27, 2024; estimated ~160 patients treated as of July 31, 2024.","Total product revenue $780k for Q2; net revenue $882k (vs $29k prior year period).","Cash and marketable securities $430.4M as of June 30, 2024; FY2024 operating expenses guided to $270M-$280M.","NCCN Guidelines updated to include RYTELO as Category 1 for second-line and Category 2A for first-line LR-MDS treatment."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":1186000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237026,"accession_number":"0000950170-24-070574","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron receives FDA approval for RYTELO (imetelstat) in lower-risk MDS with transfusion-dependent anemia","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["RYTELO approved for low-to-int-1 risk MDS with TD anemia requiring ≥4 RBC units/8 wks who failed/are ineligible for ESAs.","Phase 3 IMerge trial: 8-week RBC-TI 39.8% vs 15.0% placebo (p<0.001); 24-week RBC-TI 28.0% vs 3.3% (p<0.001).","Median RBC-TI duration ~1 year for 8-week responders; ~1.5 years for 24-week responders.","Most common Grade 3/4 adverse reactions: neutropenia (72%) and thrombocytopenia (65%), each lasting median <2 weeks.","Conference call with Geron management scheduled for 8am ET on June 7, 2024 to discuss the approval and launch."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237025,"accession_number":"0000950170-24-058622","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Geron Corporation Reports Stockholder Vote Results from 2024 Annual Meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All three Class I director nominees (John F. McDonald, John A. Scarlett, Robert J. Spiegel) were elected with between 243M and 277M votes in favor.","Advisory vote on executive compensation approved with 272,059,071 votes for, 8,999,145 against, and 1,941,720 abstentions.","Ratification of Ernst & Young LLP as independent auditor for fiscal 2024 approved with 420,096,104 votes for and 3,227,292 against.","Quorum of 424,014,716 shares represented out of 546,873,894 outstanding shares as of March 12, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237024,"accession_number":"0000950170-24-051565","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q1 net loss $55.4M ($0.09/shr); PDUFA for imetelstat June 16, 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net loss of $55.4M ($0.09/shr) vs $38.1M ($0.07/shr) in Q1 2023; revenue $304K.","Cash and marketable securities $465M as of March 31, 2024; $80M principal debt outstanding.","FDA ODAC voted 12-2 in favor of imetelstat benefit/risk for lower-risk MDS; PDUFA date June 16, 2024.","IMpactMF trial timelines extended 6 months: interim analysis now early 2026, final early 2027.","FY2024 total operating expense guidance $270M-$280M; commercial team onboarded in April."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":304000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254614,"accession_number":"0000950170-24-033921","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Geron raises ~$150M in public offering of common stock and pre-funded warrants","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Offering of 42M shares at $3.00 and pre-funded warrants for 8M shares at $0.001 exercise price.","Each pre-funded warrant priced at $2.999; gross proceeds to Geron ~$150M before expenses.","Underwriters: Cowen and Company, LLC and Stifel, Nicolaus & Company; closing expected March 21, 2024.","Pre-funded warrants exercisable immediately, subject to 9.99% ownership cap (adjustable to 19.99%).","Offering made under existing shelf registration; representations and warranties standard for such deals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254613,"accession_number":"0000950170-24-033142","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-03-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron updates risk factors and corporate presentation; no material new event","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Updated risk factor disclosure emphasizes sole reliance on imetelstat and risks of clinical trial failures.","Corporate presentation dated March 2024 made available on company website.","No specific new clinical, financial, or regulatory event; risks remain consistent with prior filings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254612,"accession_number":"0000950170-24-031475","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron: FDA ODAC votes 12-2 in favor of imetelstat's benefit/risk for LR-MDS","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["ODAC voted 12 to 2 that imetelstat's clinical benefit/risk profile is favorable for TD anemia in LR-MDS.","PDUFA target action date for imetelstat NDA is June 16, 2024.","IMerge Phase 3 met primary endpoint: ≥8-week RBC-TI significantly higher vs placebo (p<0.001).","28% (imetelstat) vs 3% (placebo) achieved ≥24-week RBC-TI; median duration for responders was 80 weeks.","Common Grade 3-4 adverse events: thrombocytopenia (62%) and neutropenia (68%); generally manageable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254611,"accession_number":"0000950170-24-021658","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron reports Q4/FY2023 results; cash $378M, PDUFA June 16, 2024 for imetelstat","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents and marketable securities of $378.1M as of Dec 31, 2023; cash runway into Q3 2025.","FDA PDUFA action date June 16, 2024 for imetelstat NDA in transfusion-dependent LR-MDS; ODAC meeting March 14, 2024.","Total operating expenses FY2023: $194.1M (R&D $125M, G&A $69.1M); FY2024 guidance $270-280M.","Phase 3 IMpactMF for myelofibrosis achieved 50% enrollment; interim analysis expected H1 2025.","Revenue minimal at $237,000 for FY2023; company plans to grow to ~270 employees by end of 2024 if approved."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":237000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":808316437.3593749,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}