GERN on Nasdaq

Geron Corporation

Logo: Geron Corporation, Public domain, via Wikimedia Commons4

American biotechnology company

Geron Corporation is a biotechnology company located in Foster City, California which specializes in developing and commercializing therapeutic products for cancer that inhibit telomerase.3 From Wikipedia, CC BY-SA 4.0

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Last updated Oct 18, 2026.

Overview

1990Founded1

Compare with Regen BioPharma Inc, Design Therapeutics, Inc. or CytoMed Therapeutics Ltd, or pick any stock.

  • TickerGERN on Nasdaq1
  • Industrybiotechnology1
  • HeadquartersMenlo Park1
  • Websitewww.geron.com
  • Legal formDelaware corporation1
  • Incorporated inDE5
  • Business address919 East Hillsdale Boulevard, Suite 250, Foster City, Ca 944045
  • Filer categoryLarge accelerated filer5

Geron Corporation is a biotechnology company located in Foster City, California which specializes in developing and commercializing therapeutic products for cancer that inhibit telomerase.3

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2023

-81832.9%Operating margin7
-77690.7%Net margin7
-60.2%Revenue growth, 20238
-74.3%Return on equity7
0.14×Debt to equity9
-$168.6MFree cash flow7

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Revenues Before Adjustments brought in 55% of the revenue Geron Corporation broke down this way in fiscal 2025.

  1. Revenues Before Adjustments$223.1M755%up 150% from 2024
  2. Product$183.6M745%up 140% from 2024
  3. Royalty$258.0K70%down 48% from 2024
Products and services by year
Products and services202320242025
Revenues Before Adjustments$89.4M$223.1M
Product$0$76.5M$183.6M
Royalty$237.0K$499.0K$258.0K

Where the money goes

Where each dollar of revenue went, fiscal 2023

  • Selling, general and admin89¢$69.1M
  • Interest11¢$8.3M
  • Income tax0¢$22.0K

Out of $237.0K in revenue.87 The company lost money this year.

Financial statements

Revenue10118$237.0K in 2023−48% since 2019
0$500.0K$1.0M$1.5M2019: $460.0K$460.0K20192020: $253.0K$253.0K2020−45%2021: $1.4M$1.4M2021+451%2022: $596.0K$596.0K2022−57%2023: $237.0K$237.0K2023−60%
Operating income1011897-$193.9M in 2023+167% since 2019
-$200.0M-$150.0M-$100.0M-$50.0M02019: -$72.5M-$72.5M20192020: -$76.9M-$76.9M2020+6%2021: -$114.0M-$114.0M2021+48%2022: -$138.6M-$138.6M2022+22%2023: -$193.9M-$193.9M2023+40%
Net income1011897-$184.1M in 2023+169% since 2019
-$200.0M-$150.0M-$100.0M-$50.0M02019: -$68.5M-$68.5M20192020: -$75.6M-$75.6M2020+10%2021: -$116.1M-$116.1M2021+54%2022: -$141.9M-$141.9M2022+22%2023: -$184.1M-$184.1M2023+30%

Every line of the income statement as filed: the last 3 fiscal years, latest first.7

Period ending2025-12-312024-12-312023-12-31
Cost of goods sold$4.7M$1.3M$0
Research and development$71.4M$103.7M$125.0M
Selling, general and administrative$159.3M$145.7M$69.1M
Restructuring charges$17.0M$0$0
Total costs and operating expenses$252.5M$250.7M$194.2M
Loss from operations-$68.6M-$173.7M-$193.9M
Interest income$18.1M$19.6M$18.2M
Interest expense-$32.7M-$18.5M-$8.3M
Other income (expense), net-$375.0K-$236.0K-$23.0K
Loss on extinguishment of debt$0-$1.7M$0
Net loss-$83.5M-$174.6M-$184.1M
Basic net loss per share (in dollars per share)-$0.13-$0.27-$0.32
Diluted net loss per share (in dollars per share)-$0.13-$0.27-$0.32
Weighted average common shares outstanding, basic (in shares)666.7M shares646.0M shares570.6M shares
Weighted average common shares outstanding, diluted (in shares)666.7M shares646.0M shares570.6M shares

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The story

Founded by Michael D. West in 1990.1

Geron, based in Foster City, California, was founded by gerontologist Mary C. West and Michael D. West, now CEO of AgeX Therapeutics. They secured initial venture capital investments in the company from Kleiner Perkins Caufield & Byers and Venrock. The company was incorporated in 1990 and began doing business in 1992. John A. Scarlett was appointed CEO in 2011.

The company's Scientific and Clinical Advisory Board has included Nobel laureates James Watson, Gunter Blobel, and Carol Greider, and Leonard Hayflick, known for discovering that human cells divide for a limited number of times in vitro (called the Hayflick limit).

In 2017, Geron staff received the highest median pay in California, at $500,250.

From Wikipedia’s article on Geron Corporation, shared under CC BY-SA 4.0.6

Leadership

Who has led Geron Corporation, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (45)

Timeline

  1. Aug 8, 2025New chief executive Harout Semerjian becomes CEO16
  2. May 22, 2025New chief executive Dawn Carter Bir becomes CEO15
  3. Oct 3, 2011New chief executive John A. Scarlett becomes CEO18
  4. Feb 11, 2011New chief executive David Greenwood becomes CEO17
  5. Jan 10, 2006New chief executive Thomas Okarma becomes CEO19
  6. 1990Founded Founded1

Filings

288 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 60 major events, 139 insider forms, 30 large holders, 39 other. The latest 20:

  1. Oct 1, 20264 EDGAR
  2. Aug 14, 2026SCHEDULE 13G/A EDGAR
  3. Aug 7, 2026SCHEDULE 13G EDGAR
  4. Aug 6, 20268-K EDGAR
  5. Aug 5, 2026S-8 EDGAR
  6. Aug 5, 202610-Q EDGAR
  7. Jul 1, 20264 EDGAR
  8. May 27, 20268-K EDGAR
  9. May 26, 20264 EDGAR
  10. May 26, 20264 EDGAR
  11. May 26, 20264 EDGAR
  12. May 26, 20264 EDGAR
  13. May 26, 20264 EDGAR
  14. May 15, 2026SCHEDULE 13G/A EDGAR
  15. May 8, 2026SCHEDULE 13G/A EDGAR
  16. May 6, 202610-Q EDGAR
  17. Apr 14, 20264 EDGAR
  18. Apr 14, 20263 EDGAR
  19. Apr 7, 2026ARS EDGAR
  20. Apr 7, 2026DEFA14A EDGAR

The 288 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 30 such filings since October 2021, the latest 10:

  1. Aug 14, 2026SCHEDULE 13G/A
  2. Aug 7, 2026SCHEDULE 13G
  3. May 15, 2026SCHEDULE 13G/A
  4. May 8, 2026SCHEDULE 13G/A
  5. Mar 26, 2026SCHEDULE 13G/A
  6. Mar 3, 2026SCHEDULE 13G
  7. Feb 13, 2026SCHEDULE 13G/A
  8. Aug 14, 2025SCHEDULE 13G/A
  9. May 15, 2025SCHEDULE 13G/A
  10. Mar 25, 2025SCHEDULE 13G

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.49,115,571$62.9M0.0%+1,795,792
Ra Capital Management, L.P.42,809,751$54.8M0.5%−20,961,615
Soleus Capital Management, L.P.42,808,659$54.8M1.9%+1,300,000
State Street Corp35,856,671$45.9M0.0%+5,359,488
Citadel Advisors LLC29,038,928$37.2M0.0%+7,462,359
Vanguard Capital Management LLC27,250,215$34.9M0.0%+581,186
Nantahala Capital Management, LLC24,450,000$31.3M1.0%+13,225,000
Clearbridge Investments, LLC19,648,853$25.2M0.0%+28,533
Eversept Partners, LP18,717,422$24.0M1.3%−117,461
Goldman Sachs Group Inc16,633,368$21.3M0.0%+5,456,777
Geode Capital Management, LLC14,555,954$18.6M0.0%+885,169
Morgan Stanley12,945,431$16.6M0.0%+280,312
Vanguard Portfolio Management LLC10,812,598$13.8M0.0%+6,143,815
Vivo Capital, LLC8,671,797$11.1M1.0%No change
Millennium Management LLC8,112,267$10.4M0.0%+790,745
Kynam Capital Management, LP6,836,318$8.8M0.5%No change
Candriam S.C.A.5,589,182$7.1M0.0%+1,667,706
Fmr LLC5,502,807$7.0M0.0%−1,094,349
Pale Fire Capital SE5,307,204$6.8M0.5%+418,900
Northern Trust Corp5,032,212$6.4M0.0%+169,948
UBS Group AG4,896,096$6.3M0.0%+1,202,763
Renaissance Technologies LLC4,579,000$5.9M0.0%+2,779,479
Segall Bryant & Hamill, LLC4,485,554$5.7M0.1%−254,494
Two Sigma Investments, LP4,308,013$5.5M0.0%+2,418,545
Charles Schwab Investment Management Inc4,284,662$5.5M0.0%−198,714

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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