← Geron Corporation (GERN) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Geron Corporation (GERN)
Pharmaceutical Preparations · market cap $803M · as of 2026-07-21
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-04 (est.)
Earnings
Pipeline
4
programs
Upcoming events
1
next 90d+
Dossier
Ready
cached
Geron Corporation is a late-stage oncology biotech focused exclusively on imetelstat, a telomerase inhibitor, with approved or advancing programs in myelofibrosis and early-stage work in multiple myeloma and metastatic breast cancer. The company reported $184M in 2025 revenue (a sharp step-up from prior years suggesting a commercial or licensing inflection) yet carries only $68.9M cash and a 3.3-month runway, with net debt of $62.9M. At a $924M market cap and ~641M diluted shares, the stock trades at roughly $1.44 — reflecting acute near-term financing risk alongside binary pipeline optionality.
The catalyst path
- 2026-11-04 (est.)Earningsimp 5/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| Imetelstat | Phase 3 | Myelofibrosis |
| Imetelstat 4.7 mg/kg | Phase 2 | Myelofibrosis |
| Imetelstat (7.5 mg/kg) | Phase 2 | Multiple Myeloma |
| Imetelstat sodium | Phase 3 | Locally Recurrent or Metastatic Breast Cancer |
Price & technical context
3-month
-11.0%
6-month
-27.1%
12-month
-14.2%
52-wk range
$1.07–$1.95
vs 50-day MA
-15.2%
vs 200-day MA
-16.3%
Realized vol
63.6%
Max drawdown
-77.4%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for GERN (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 4 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.