Every material Form 8-K GERON CORP has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Geron reported third quarter 2026 product revenue of $60.1 million, up from $47.2 million a year earlier, and net income of $1.4 million, compared with a net loss of $18.4 million in the same quarter of 2025. The company kept its 2026 RYTELO revenue expectation at the mid-to-high end of $220 million to $240 million but lowered its total operating expense range to $220 million to $230 million, which is below the prior $230 million to $240 million range.
Q3 2026 total product revenue, net was $60.1 million, versus $47.2 million in Q3 2025, and RYTELO demand grew 10% from Q2 2026.
Q3 2026 net income was $1.4 million, or $0.00 per share, compared with a net loss of $18.4 million, or $0.03 per share, in Q3 2025.
2026 total operating expense guidance was lowered to $220 million to $230 million from $230 million to $240 million.
Cash, cash equivalents, restricted cash and marketable securities were $339.4 million as of September 30, 2026.
Geron Corporation said it will discontinue the Phase 3 IMpactMF trial of imetelstat in JAK inhibitor relapsed or refractory myelofibrosis, following a recommendation from the independent Data Monitoring Committee that the trial was unlikely to meet its primary overall survival endpoint. The company reported no new safety signals that change the known safety profile of imetelstat, and it will analyze the data before sharing findings at a future date.
The independent Data Monitoring Committee advised that the trial was unlikely to meet its primary overall survival endpoint.
The trial evaluated 327 patients with intermediate-2 or high-risk myelofibrosis who were relapsed or refractory to a JAK inhibitor.
No new safety signals were observed that change the known safety profile of imetelstat.
Geron says it will keep growing RYTELO demand in the U.S. and broaden access to eligible LR-MDS patients outside the U.S.
Geron reported second-quarter 2026 product revenue of $57.5 million, up from $49.0 million a year earlier, and net loss of $16.7 million, or $0.02 per share, versus $16.4 million a year earlier. The company reiterated its 2026 RYTELO net product revenue guidance of $220 million to $240 million and operating expense guidance of $230 million to $240 million, and ended the quarter with $326.9 million in cash and marketable securities.
Q2 2026 product revenue, net, was $57.5 million versus $49.0 million in Q2 2025.
Cost of goods sold rose to $9.2 million from $1.2 million, mainly due to non-cash inventory-related expenses.
2026 guidance reiterated: RYTELO net product revenue of $220 million to $240 million and total operating expenses of $230 million to $240 million.
Cash, cash equivalents, restricted cash and marketable securities were $326.9 million at June 30, 2026, down from $341.0 million at March 31, 2026.
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