Geron Corporation (GERN)

Geron's stock price has decreased by 69.46% between October 25, 2024, and October 24, 2025. Key events include the FDA approval of RYTELO (imetelstat) in June 2024, which led to a "Buy" rating from Goldman Sachs. Geron began commercializing RYTELO after FDA approval and reported $47.5 million in Q4 2024 and $76.5 million since launch, but initial sales did not meet market expectations, causing a share price fall. Geron announced it would release its third-quarter financial results on November 5, 2025, and reported a net loss of $25.4 million for Q4 2024 and $174.6 million for the full year 2024, but expects to reach profitability without additional financing. The final analysis of the Phase 3 trial in relapsed/refractory myelofibrosis (rrMF) was shifted from early 2027 to the second half of 2028.

There is no specific information indicating demand seasonality for Geron Corp.'s products or services. Demand for RYTELO (imetelstat) is generally driven by disease prevalence, treatment guidelines, and physician adoption rather than seasonal factors.

Geron Corporation is a biopharmaceutical company based in Foster City, California, focused on developing therapies for cancer and other serious diseases. Geron specializes in telomerase biology and is developing imetelstat, a telomerase inhibitor. Imetelstat, branded as RYTELO®, is approved in the United States and the European Union for treating adult patients with lower-risk myelodysplastic syndromes (MDS). The company is also conducting a Phase 3 clinical trial of imetelstat for JAK-inhibitor relapsed/refractory myelofibrosis (MF) and exploring studies in other myeloid hematologic malignancies.

Geron Corporation's headquarters are located in Foster City, California. Its global presence is defined by clinical trial operations for imetelstat across North America, Europe, and Asia. Geron collaborates with international regulatory bodies and research institutions to advance its therapeutic programs and aims to establish a global presence by seeking regulatory approvals in key markets.

Information directly detailing Geron Corp.'s brand reputation in the past year is not explicitly available. The FDA approval of RYTELO (imetelstat) in June 2024 and its subsequent commercial launch are positive developments that would generally enhance the company's reputation. Positive early demand trends for Rytelo and favorable opinions from key opinion leaders also suggest a positive perception of the product. The stock price decline following sales that did not meet market expectations could reflect a challenge to investor confidence, which can indirectly impact brand perception.

Geron Corporation's ownership is primarily dominated by institutional shareholders, who hold 71% to 80.63% of the shares. Retail investors hold approximately 18.28% to 73.88%, and Geron insiders own a smaller percentage, around 0.10% to 1.09%. Major institutional owners include Ra Capital Management LP, BlackRock, Inc., Deep Track Capital LP, Vanguard Group Inc, Vivo Capital LLC, Vestal Point Capital LP, State Street Corp, Soleus Capital Management LP, Clearbridge Investments LLC, and Geode Capital Management LLC. Peter Kolchinsky is noted as owning the most shares among individual investors.