{"filings":[{"id":2087639,"accession_number":"0001193125-26-336508","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2026-08-06T10:05:17+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q2 2026 RYTELO revenue $57.5M, net loss $16.7M; reiterates FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RYTELO net product revenue $57.5M in Q2 2026, up 11% from Q1 2026 and 17% from Q2 2025.","Net loss $16.7M ($0.02/share) vs $16.4M in Q2 2025; increase due to non-cash inventory expenses.","Reiterated FY 2026 guidance: RYTELO revenue $220M-$240M, total op expenses $230M-$240M.","Cash and marketable securities $326.9M as of June 30, 2026, down from $341.0M at March 31, 2026.","Appointed Chinmaya Rath as Chief Business Officer; presented real-world data at EHA 2026."],"consensus_eps_estimate":-0.0092,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":109317000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl+finnhub","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":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},{"id":254610,"accession_number":"0000950170-24-008536","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FDA schedules advisory committee meeting for Geron's imetelstat NDA on March 14, 2024","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA's Oncologic Drugs Advisory Committee will review imetelstat for transfusion-dependent anemia in lower-risk MDS on March 14, 2024.","Meeting is scheduled from 9:30 a.m. to 3:00 p.m. ET, and will be open to the public.","PDUFA action date for the NDA remains June 16, 2024.","Federal Register notice published January 30, 2024 provides details of the advisory committee 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":0.75,"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":254609,"accession_number":"0000950170-24-002722","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Geron reports preliminary cash of $376.9M as of Dec 31, 2023, ahead of JP Morgan Healthcare Conference","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Cash, cash equivalents, restricted cash, and marketable securities totaled ~$376.9M as of Dec 31, 2023 (preliminary, unaudited).","Geron presenting at 42nd Annual J.P. Morgan Healthcare Conference starting Jan 8, 2024.","Financial close for Q4 and FY2023 not yet completed; estimate subject to change."],"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":272084,"accession_number":"0000950170-23-070765","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["1.01","2.03","3.03","5.03","9.01"],"status":"ready","headline":"Geron amends loan with SVB/Hercules; draws $30M tranche at reduced 9%+ rate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Increased fourth tranche from $10M to $30M and drew the full $30M on Dec 14, 2023.","Outstanding principal now $80M of the $125M total term loan facility.","Annual interest rate reduced to greater of 9.0% or (Prime Rate - 4.5% + 9.0%).","Interest-only period extended through June 30, 2024; extendable to Dec 31, 2024 on milestone.","Fifth tranche of $20M commitment extended to Dec 15, 2024, subject to regulatory milestone."],"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":0.65,"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":272083,"accession_number":"0000950170-23-066396","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-11-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Geron appoints Gaurav Aggarwal, M.D. to its Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Aggarwal appointed as Class III director effective Nov. 26, 2023; term expires at 2026 annual meeting.","Board determined Aggarwal independent under Nasdaq rules; he brings 20+ years life sciences investing experience.","Received initial option for 200,000 shares at $1.97/share, vesting in three equal annual installments.","Eligible for annual cash retainer of $42,500 and annual option grants of 125,000 shares starting in 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":0.4,"calibrated_materiality_score":0.4,"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":272082,"accession_number":"0000950170-23-057772","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"Geron reports Q3 2023 cash $381.9M, imetelstat FDA PDUFA June 16, 2024; new $100M ATM facility","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Cash, cash equivalents and marketable securities $381.9M as of Sep 30, 2023; $28.3M from warrant exercises in Q3.","FDA PDUFA action date June 16, 2024 for imetelstat NDA in lower-risk MDS; EMA review expected by end 2024.","Entered into $100M at-market issuance sales agreement with B. Riley; replaces prior expiring facility; 3% commission.","Michelle Robertson appointed EVP, CFO; total operating expenses in Q3 $47.8M vs $40.2M YoY; FY2023 expense guidance $200-210M.","Company expects to fund operations through Q3 2025 with existing cash, projected imetelstat revenues and loan facility."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":214000.0,"consensus_period":"2023-Q3","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":288922,"accession_number":"0000950170-23-050580","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-09-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Geron's imetelstat MAA for lower-risk MDS validated by EMA for review","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["MAA for imetelstat in transfusion-dependent anemia with lower-risk MDS validated by EMA.","Review by CHMP under centralized procedure covering all 27 EU states plus Iceland, Norway, Liechtenstein.","Expected review period of approximately 14 months.","Submission made in September 2023; now under regulatory review."],"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":288921,"accession_number":"0000950170-23-047555","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-09-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Geron appoints Michelle Robertson as CFO effective Sept 25, succeeding retiring Olivia Bloom","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michelle J. Robertson named EVP, CFO & Treasurer, effective September 25, 2023.","Robertson previously CFO of Editas Medicine and Momenta Pharmaceuticals.","Annual base salary $525k, 45% target bonus, $125k sign-on bonus, and stock options for 1.6M shares.","Outgoing CFO Olivia Bloom will serve as consultant until March 1, 2024, under a consulting agreement.","Bloom's retirement is not the result of any disagreement with the Company."],"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":288920,"accession_number":"0000950170-23-043949","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-08-22T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FDA accepts Geron's NDA for imetelstat in lower-risk MDS; PDUFA date June 16, 2024","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["FDA accepted NDA for imetelstat for transfusion-dependent anemia in lower-risk MDS.","Standard review assigned; PDUFA action date set for June 16, 2024.","FDA currently plans to hold an advisory committee meeting as part of the review."],"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":288919,"accession_number":"0000950170-23-038061","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron submits NDA for imetelstat in lower risk MDS; Q2 cash $400.2M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Submitted first NDA for a telomerase inhibitor (imetelstat) to FDA for lower risk MDS in June 2023.","Cash, equivalents and securities of $400.2M as of June 30; expects to fund operations through end of 2025.","Reaffirmed FY2023 GAAP total expense guidance of $210M–$220M; non-GAAP $200M–$210M.","IMpactMF Phase 3 trial in myelofibrosis enrolled >40%; interim analysis expected H1 2025.","Appointed Scott Samuels as EVP, Chief Legal Officer and Corporate Secretary effective August 1, 2023."],"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":0.75,"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":309627,"accession_number":"0000950170-23-026166","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["5.02","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Geron stockholders OK doubling authorized shares to 1.35B and 43.36M share plan increase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Authorized common stock increased from 675M to 1.35B shares via Certificate of Amendment filed May 31, 2023.","Stockholders approved 2018 Plan amendment to add 43.36M shares and modify fungible design; ISO cap set at 171M shares.","Elizabeth O'Farrell appointed Lead Independent Director effective May 31, 2023, succeeding Karin Eastham who retired.","All six proposals passed including ratification of Ernst & Young as auditor and advisory votes on compensation."],"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":309626,"accession_number":"0000950170-23-020860","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron posts Q1 net loss $38.1M; cash $409.2M; NDA on track for June 2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $38.1M ($0.07/sh) vs $30.1M loss ($0.09/sh) in Q1 2022; revenue negligible.","Cash & marketable securities $409.2M; raised $213.3M from Jan 2023 offering plus $59.8M warrant exercises.","Planned U.S. NDA submission for imetelstat in lower-risk MDS on track for June 2023; potential launch H1 2024.","Reaffirmed FY2023 GAAP total expense guidance of $210M-$220M; non-GAAP $200M-$210M.","Cash runway projected through Q3 2025, supporting US/EU launches and IMpactMF Phase 3 trial."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":21000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","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":309625,"accession_number":"0000950170-23-013585","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron reports preliminary cash >$400M, sufficient to fund launch without constraints","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary cash and financial resources exceed $400M as of March 31, 2023.","Resources are sufficient to support commercial launch without financial constraints.","Estimate is preliminary, unaudited, and subject to completion of financial close.","Disclosed during fireside chat at 22nd Annual Needham Virtual Healthcare Conference."],"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":0.75,"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":328347,"accession_number":"0000950170-23-008664","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-03-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron settles derivative suits over IMbark disclosures; governance reforms, $1.35M fee award","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement of consolidated derivative actions in Delaware and federal courts; final approval hearing May 17, 2023.","Geron to implement corporate governance reforms, including insider trading policy revisions, for at least 5 years.","Plaintiffs' counsel to seek $1.35 million in fees and expenses per mediator's proposal.","Settlement releases claims related to alleged false statements about Phase 2 IMbark trial results; defendants deny wrongdoing.","Derivative actions arose from claims that officers/directors breached fiduciary duties over IMbark interim results."],"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":328346,"accession_number":"0000950170-23-008481","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-03-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q4 net loss $42.6M; cash $173.1M; imetelstat NDA on track for mid-2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss Q4 2022 $42.6M ($0.10/sh) vs $32.0M ($0.10) in Q4 2021; full year loss $141.9M ($0.37) vs $116.1M ($0.35).","Ended 2022 with $173.1M cash; subsequent raises added $273.1M net from Jan-Feb 2023 offering and warrant exercises.","2023 milestones: NDA submission mid-2023, MAA submission H2 2023; potential US launch H1 2024, EU launch end 2024.","2023 GAAP total expense guidance $210-220M; non-GAAP $200-210M; headcount to grow from 107 to 150-160 by year-end.","Positive IMerge Phase 3 top-line results reported Jan 2023; interim analysis from IMpactMF expected in 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":0.65,"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":328345,"accession_number":"0000950170-23-007415","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Geron reports no SVB deposits; $55M loan availability uncertain after SVB closure","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Geron holds no cash or securities at Silicon Valley Bank (SVB).","Under loan with Hercules (65%) and SVB (35%), $50M drawn of $125M total; $55M remains available.","SVB's closure by FDIC on March 10 creates uncertainty about Geron's ability to draw remaining $55M.","Geron expects existing cash (including Jan 2023 offering and warrant proceeds) to fund operations through Q3 2025.","Funding runway covers potential imetelstat NDA submission and U.S. commercial launch in lower risk MDS in H1 2024."],"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":0.6,"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":328344,"accession_number":"0000950170-23-004177","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Karin Eastham to retire from Geron board; CEO and COO bonus targets raised","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Karin Eastham, Class III director, will retire effective May 31, 2023, after 13 years; not standing for re-election.","CEO John Scarlett's annual bonus target increased from 60% to 65% of base salary, effective Jan 1, 2023.","COO Andrew Grethlein's bonus target increased from 45% to 50% of base salary, effective Jan 1, 2023.","Eastham's departure is not due to any disagreement; she cited imetelstat's positive Phase 3 IMerge results."],"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":328343,"accession_number":"0000950170-23-000349","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-01-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Geron raises $198.1M in public offering of common stock and pre-funded warrants","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of $198.1M before expenses from 55,876,297 shares at $2.45/share and 25M pre-funded warrants at $2.449.","Pre-funded warrants have exercise price of $0.001, exercisable immediately with 9.99% ownership blocker (adjustable up to 19.99%).","Underwriters granted 30-day option to purchase up to 12,131,444 additional shares.","Offering expected to close January 10, 2023; underwritten by Goldman Sachs & Co. LLC."],"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":328342,"accession_number":"0000950170-23-000127","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2023-01-04T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Geron reports preliminary cash of ~$173M at Dec 31, 2022; updates risk factors","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Preliminary cash, equivalents, and marketable securities ~$173M as of Dec 31, 2022 (unaudited).","Company updates business description and risk factors via Exhibit 99.1, replacing prior filings.","Financial close for Q4 and FY2022 not yet completed; final results may differ.","No other financial results, revenue, or operating guidance provided."],"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":0.4,"calibrated_materiality_score":0.4,"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":346001,"accession_number":"0000950170-22-026975","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-12-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron settles derivative suits; implements governance reforms, fee up to $1.35M","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Parties filed a Stipulation of Settlement on Dec 21, 2022 to resolve consolidated derivative actions in Delaware and federal courts.","Geron will adopt corporate governance reforms (Exhibit A) and not oppose plaintiff counsel fees capped at $1.35 million, subject to court approval.","San Mateo Superior Court derivative action dismissed without prejudice on Dec 13, 2022.","Defendants deny all wrongdoing; settlement eliminates uncertainty and burden of further litigation.","Final approval from Delaware Court of Chancery is required; no admission of liability."],"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":346000,"accession_number":"0000950170-22-021575","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q3 net loss $41.1M; cash $195M; IMerge top-line results expected early Jan 2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $41.1M ($0.10/share) vs $26.7M ($0.08/share) in Q3 2021; revenues $0.3M.","Cash and marketable securities $195M as of Sep 30, 2022; cash runway through mid-2024.","Top-line results from IMerge Phase 3 trial in lower risk MDS expected in early January 2023.","Class action lawsuit settlement for $24M (no admission of fault); court approval scheduled Q1 2023.","FY 2022 GAAP operating expense guidance reaffirmed at $155M-$165M; headcount 98 employees."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":493000.0,"consensus_period":"2022-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":362407,"accession_number":"0000950170-22-018252","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-09-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Geron appoints John F. McDonald to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John F. McDonald appointed as Class I director, term expiring at 2024 annual meeting.","McDonald is Corporate VP, Global R&D Business Development at Novo Nordisk; previously VP at Biogen.","Received initial option grant for 200,000 shares at $2.72/share, vesting over 3 years.","Eligible for annual option grants of 125,000 shares and $42,500 cash retainer.","Board determined McDonald is independent under Nasdaq and SEC rules."],"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":362406,"accession_number":"0000950170-22-018084","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-09-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Geron agrees to pay $24M to settle securities class action lawsuit","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement of $24M consists of $17M cash and $7M in stock/cash at Geron's option; no admission of wrongdoing.","Proposed settlement resolves consolidated class action Junge v. Geron Corp. (Case 3:20-cv-00547-WHA) covering Mar 19–Sep 26, 2018 purchases.","Settlement requires preliminary and final court approval; shareholder derivative actions remain pending.","Geron will fund $24M via insurance carriers and/or its own cash/stock issuance."],"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":0.65,"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":362405,"accession_number":"0000950170-22-016865","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-08-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geron Q2 net loss $28.1M; IMerge Phase 3 top-line results expected early Jan 2023","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $28.1M ($0.07 per share) vs $29.6M ($0.09) in Q2 2021; revenue $73K.","Cash and marketable securities $220M as of June 30, 2022; debt facility expanded to $125M with $50M additional non-dilutive capital available in 2023.","FY2022 GAAP operating expenses guided $155-165M; non-GAAP $140-150M.","IMerge Phase 3 top-line results in lower risk MDS on track for early Jan 2023; U.S. NDA planned H1 2023, EU MAA H2 2023.","Pipeline expansion: new studies in R/R AML and frontline MF starting H2 2022; IMpactMF interim analysis in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":196000.0,"consensus_period":"2022-Q2","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":381964,"accession_number":"0001206774-22-001630","cik":886744,"company_name":"GERON CORP","ticker":"GERN","form_type":"8-K","filed_at":"2022-06-30T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Geron expands credit facility to $125M from $75M via Hercules Capital amendment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal available increased from $75M to $125M under second amendment to Loan and Security Agreement.","Remaining $75M available in four tranches subject to clinical/regulatory milestones and lender approval.","Current outstanding principal is $50M; new facility charges include 1.0% facility charge per drawn tranche.","New minimum cash balance requirement: greater of 50% of outstanding or $30M before potential imetelstat approval.","Prepayment charge of 1.5% applies within first 36 months; no charge thereafter."],"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}],"next_cursor":"2022-06-30T23:59:59+00:00|381964"}