Geron Corp (GERN)

Myelodysplastic Syndromes · registered primary completion 2028-06-30 · NCT04576156

Published 2026-09-02Market cap $970M8 sourced statements

A Study Comparing Imetelstat Versus Best Available Therapy for the Treatment of Intermediate-2 or High-risk Myelofibrosis (MF) Who Have Not Responded to Janus Kinase (JAK)-Inhibitor Treatment · PHASE3 · n=327 · active not recruiting

Market

fact

7 approved products already carry Myelodysplastic Syndromes on label, including AZACITIDINE, Decitabine, Eltrombopag Olamine, Azacitidine. Approval would enter an occupied market.

Source: FDA label index

Trial registry

fact

Registered design for NCT04576156: randomized, open-label, 327 participants (actual). Primary outcome: Overall survival (OS).

Source: ClinicalTrials.gov record

Ownership and proceedings

fact

A securities proceeding is disclosed in Legal Proceedings.

Source: 10-K filed 2026-03-02

“vacation 2,581 2,928 Accrued 401K match 17 1,685 Accrued restructuring charges 17,032 — Accrued other 532 139 $ 30,497 $ 22,808 8. COMMITMENTS AND CONTINGENCIES Legal Proceedings On March 13 and March 14, 2025, we and certain of our current and former officers were named as defendants in two putative securities class action lawsuits, each filed in the United States District Court for the Northern District of Ca…”

fact

Directors and executive officers as a group hold 1.71%.

Source: DEF 14A filed 2026-04-07

Runway

fact

Cash of $390M against operating outflow of $10M per quarter gives roughly 40.4 quarters of runway, clearing the registered primary completion 7.4 quarters out by 33.0 quarters.

Source: 10-Q filed 2026-08-05

Share count and dilution

fact

642,473,409 shares outstanding against 724,843,409 if every outstanding option, warrant and convertible were exercised. In that case 11.4% of a gain in enterprise value would accrue to those holders rather than to current shareholders.

Source: antidilutive-securities disclosure, 10-Q filed 2026-08-05

Regulatory

fact

Designations disclosed: Fast Track, Orphan Drug. These accelerate review and, for Orphan, confer exclusivity if approved; none is evidence of efficacy.

Source: 10-Q filed 2026-08-05

Pipeline

fact

4 distinct molecules in 3 active company-sponsored trials; Imetelstat sodium accounts for 2 of them at Phase 1/Phase 2/Phase 3.

Source: ClinicalTrials.gov, company as lead sponsor

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This sheet is dated and will not be edited. When the registered primary completion passes, its outcome is recorded on the scoreboard and a new dated sheet is published if the filings change materially.