Company Overview - Geron Corporation is a late-stage biopharmaceutical company focused on developing therapies for hematological diseases, particularly through its product Imetelstat, a telomerase inhibitor [5][9] - The company's research is based on Nobel Prize-winning discoveries related to telomeres and telomerase, which play a critical role in cell division and aging [5][6] - Imetelstat is the first telomerase inhibitor to advance in clinical development, with potential commercialization in the coming months [9] Product Development and Clinical Trials - Imetelstat has shown promising results in the IMerge Phase 3 clinical trial, demonstrating a 60% transfusion reduction rate and a 40% response rate compared to 15% for placebo [14][16] - The drug targets low-risk Myelodysplastic Syndrome (MDS) and has shown broad efficacy across various MDS subtypes [15][16] - Geron is also conducting a Phase 3 trial called IMpactMF for intermediate or high-risk Myelofibrosis (MF), with results expected in 2025 and 2026 [18] Regulatory and Market Potential - The FDA accepted Geron's New Drug Application (NDA) for Imetelstat in August 2023, with a Prescription Drug User Fee Act (PDUFA) date set for June 16, 2024 [10] - The European Medicines Agency (EMA) is expected to review the Marketing Authorization Application (MAA) in 2025, with a potential launch in the EU the same year [11] - The total addressable market (TAM) for Imetelstat is estimated at $7 billion by 2031, with Geron potentially capturing 20% of this market [3][21] Financial Projections - Geron's revenue is projected to grow from $175 million in 2025 to $1.4 billion in 2031, assuming a 20% market share [26] - The company is expected to achieve positive net profit starting in 2028, with an estimated EPS of $0.13, growing to $0.39 by 2031 [28][29] - The compound annual growth rate (CAGR) for EPS from 2028 to 2031 is projected at 32.5% [29] Competitive Landscape - Imetelstat's mechanism of action, which focuses on transfusion independence, differentiates it from current standard treatments like erythropoiesis-stimulating agents (ESAs) and blood transfusions [19][20] - There are currently no similar treatments on the market that offer transfusion independence, giving Imetelstat a unique competitive advantage [20] Hedge Fund and Insider Activity - Hedge fund interest in Geron has increased significantly, with 29 funds holding positions in Q1 2024, a 50% increase compared to the 2023 average [33][34] - The company has approximately $465 million in cash and marketable securities, which is expected to fund operations until Q1 2026 [35][36] Intellectual Property and Future Prospects - Geron holds patents for Imetelstat in the US and EU, providing protection until 2033 for MDS and MF treatments [30] - The company's future growth is contingent on the successful approval and commercialization of Imetelstat, with potential for significant returns if the product gains market traction [32][42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 000-20859 GERON CORPORATION (Exact name of registrant as specified in its charter) DELAWARE 75-2287752 (State or other jurisdictio ...

Geron Corporation (NASDAQ:GERN) Q1 2024 Earnings Conference Call May 2, 2024 8:00 AM ET Corporate Participants Aron Feingold - VP of IR and Corporate Communications John Scarlett - Chairman, President and Chief Executive Officer Faye Feller - Executive Vice President and Chief Medical Officer Anil Kapur - Executive Vice President, Corporate Strategy and Chief Commercial Officer Michelle Robertson - Executive Vice President, Chief Financial Officer and Treasurer Conference Call Participants Tara Bancroft - T ...

Geron (GERN) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this drugmaker would post a loss of $0.10 per share when it actually produced a loss of $0.09, delivering a surprise of 10%.Over the last four quarters, the company has surpassed consensus EP ...

Exhibit 99.1 Geron Corporation Reports First Quarter 2024 Financial Results and Business Highlights June 16, 2024 PDUFA date for imetelstat NDA for the treatment of transfusion-dependent anemia in adult patients with lower-risk MDS FOSTER CITY, Calif., May 2, 2024 -- Geron Corporation (Nasdaq: GERN), a late-stage clinical biopharmaceutical company developing investigational first-in-class telomerase inhibitor, imetelstat, to treat hematologic malignancies, today reported financial results and business highl ...

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Key PointsGeron is a biotechnology company specializing in cell therapies to treat various blood cancers.The FDA Advisory Committee voted 12 to 2 in favor of approving Imetelstat, Geron's lead product for treating transfusion-dependent anemia among myelodysplastic syndrome (MDS) patients.The FDA has an action date of June 16, 2023, to make a final decision.5 stocks we like better than GeronGeron Inc. NASDAQ: GERN is a clinical-stage biotech in the medical sector focused on developing cell therapies to treat ...

FOSTER CITY, Calif.--(BUSINESS WIRE)--Geron Corporation (Nasdaq: GERN), a late-stage clinical biopharmaceutical company, today announced the pricing of an underwritten offering consisting of 41,999,998 shares of its common stock at a price of $3.00 per share and pre-funded warrants to purchase 8,002,668 shares of its common stock. The pre-funded warrants are being sold at a price of $2.999 per pre-funded warrant. All of the securities in the offering are to be sold by Geron. The offering included participat ...

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Friday saw an unprecedented surge in the stock of Geron Corporation (NASDAQ:GERN), with shares ending the day up a staggering 92%. This surge, marking a historic milestone for the company, was ignited by a momentous announcement earlier in the day.An FDA advisory committee’s resounding endorsement of Geron’s lead asset, Imetelstat, sent shockwaves through the market, propelling the stock to new heights. Imetelstat, positioned as a potential breakthrough in the treatment landscape, received a commendation fo ...