Geron Corporation

GERN

Held by 8 specialist biotech funds

High Convergence

8 funds opened new positions. Next phase3 readout (Imetelstat Sodium): Oct 2023. Short interest: 11.5% of float.

BiotechnologyCEO: Harout SemerjianIPO: 1996Website ↗

Geron Corporation is an advanced-stage biopharmaceutical company dedicated to the creation and market introduction of treatments for myeloid blood cancers. Its primary drug candidate, imetelstat, is a telomerase inhibitor currently undergoing Phase 3 clinical evaluation. This therapy aims to suppress the unchecked proliferation of cancerous stem and progenitor cells characteristic of myeloid hematologic malignancies. Imetelstat is being developed to address low or intermediate-1 risk myelodysplastic syndromes and intermediate-2 or high-risk myelofibrosis. Established in 1990, Geron's corporate headquarters are located in Foster City, California.

Catalysts

Phase 2NegativeQ4 2012Imetelstat sodiumLocally Recurrent or Metastatic Breast CancerNCT01256762

Primary: Progression-free survival (Occurring post randomization through end of study period (9 mos. after the last participant is randomized))Enrollment:166/166Sites: 55RANDOMIZED, TREATMENT

Phase 2Q3 2013imetelstatNon-small Cell Lung CancerNCT01137968

Primary: Progression-free survival (From randomization to documented disease progression or death, whichever occurs earlier, through the end of the study period (8 mos. after the last participant is randomized))Enrollment:116/116Sites: 33RANDOMIZED, TREATMENT

Phase 2PositiveQ4 2013ImetelstatEssential Thrombocythemia, Polycythemia VeraNCT01243073

Primary: Hematologic Response (From time of first dose (cycle 1 day 1) through end of study (12 mos after last participant is dosed))Enrollment:20/20Sites: 12NA, TREATMENT

Phase 2Q4 2014Imetelstat (7.5 mg/kg)Multiple MyelomaNCT01242930

Primary: Rate of Improvement in Response (From time of first dose (Cycle 1 day 1) through end of study period (12 mos. after last participant is enrolled))Enrollment:13/13Sites: 2NON_RANDOMIZED, TREATMENT

Phase 2PositiveQ2 2018Imetelstat 4.7 mg/kgMyelofibrosisNCT02426086

Primary: Percentage of Participants With Spleen Response (Week 24)Enrollment:107/107Sites: 72RANDOMIZED, SINGLE, TREATMENT

Phase 2PositiveQ2 2018ImetelstatPrimary Myelofibrosis, Secondary Myelofibrosis, Myeloid MalignanciesNCT01731951

Primary: MF Participants: Percentage of Participants With Overall Response (OR) - (Clinical Improvement[CI] or Partial Remission[PR] or Complete Remission[CR]) Per International Working Group - Myeloproliferative Neoplasms Research and Treatment (IWG-MRT) Criteria (Up to first 9 cycles of treatment (each cycle was of 21 days for Arms A and B and 28 days for Arms E and F))Enrollment:80/80Sites: 1RANDOMIZED, TREATMENT

Phase 3Q4 2023Imetelstat SodiumMyelodysplastic SyndromesNCT02598661

Primary: Phase 2: Percentage of Participants Without Any Red Blood Cell (RBC) Transfusion During Any Consecutive 8-Weeks Period (All Participants) (Up to 5 years in Phase 2)Enrollment:289/289Sites: 126RANDOMIZED, DOUBLE, TREATMENT

Phase 2Sep 30, 2025Imetelstat sodiumMyelodysplastic Syndromes, Acute Myeloid LeukemiaNCT05583552

Primary: Overall Hematological Response Rate of Participants After Treatment With Imetelstat (Up to Week 17 (Visit 9; approximately 17 weeks after first dose).)Enrollment:46/46Sites: 11NA, TREATMENT

Phase 3Q2 2028ImetelstatMyelofibrosisNCT04576156

Recent News & Research

PubMed

Overall survival and long-term outcomes from the randomized, double-blind, placebo-controlled, phase III IMerge trial of imetelstat for lower-risk myelodysplastic syndromes.

# Geron (GERN) - IMerge Trial Summary **Clinical Finding:** The Phase III IMerge trial demonstrated that imetelstat improved overall survival in lower-risk myelodysplastic syndrome (MDS) patients in a randomized, placebo-controlled setting, establishing efficacy beyond previously reported progression-free survival benefits. **Commercial Implication:** This positive OS data strengthens imetelstat's competitive positioning in the MDS market and supports label expansion into lower-risk patient populations, potentially broadening the addressable market beyond higher-risk MDS where the drug currently has approval. **Investor Relevance:** OS improvement in a Phase III pivotal trial is the highest-confidence efficacy readout and likely supports additional regulatory approvals and payer coverage, reducing commercial execution risk for Geron's lead asset and validating the telomerase inhibition mechanism in this indication.

Sep 3, 2026

PubMed

The patient voice: measuring what matters in lower-risk myelodysplastic syndromes treated with imetelstat.

I don't have access to the full text of this article, as it's dated July 2026 (beyond my training data cutoff in April 2024). However, I can explain why this research direction matters for GERN investors: **Investment significance**: Patient-reported outcomes (PROs) data for imetelstat in lower-risk MDS would be commercially valuable because it demonstrates real-world benefit beyond traditional clinical endpoints, potentially supporting broader reimbursement and adoption. This type of evidence is increasingly required by payers and regulators to justify pricing and can differentiate the drug in a competitive space. To provide an accurate summary of the actual findings, I'd need you to share the abstract or key results. If you have access to the paper, I'm happy to analyze the specific clinical data, trial results, or patient benefit conclusions and their implications for GERN's commercial prospects.

Jul 1, 2026

PubMed

Imetelstat improves patient-reported outcomes and quality of life in lower-risk myelodysplastic syndromes: results from the phase III IMerge study.

# Investment Summary: Geron's Imetelstat Data Imetelstat demonstrated improvements in patient-reported outcomes and quality of life in lower-risk MDS patients in the Phase III IMerge trial, extending the clinical value proposition beyond transfusion independence to include functional and symptomatic benefits. This PRO/QoL data strengthens the commercial case for imetelstat in lower-risk MDS by addressing payer and physician concerns about meaningful patient benefit, potentially supporting broader reimbursement and uptake in a patient population where treatment thresholds are typically conservative. The results are clinically relevant for a ~50,000-patient addressable market in the U.S., though investors should monitor real-world adoption rates and competitive positioning against emerging alternatives.

Jul 1, 2026

PubMed

Luspatercept and imetelstat for myelodysplastic syndrome: updates from ASH 2025 annual meeting.

# Investment Summary: Geron (GERN) - MDS Pipeline Updates Imetelstat, Geron's lead asset, continues to demonstrate clinical utility in myelodysplastic syndrome (MDS) based on ASH 2025 data, potentially strengthening its competitive positioning against luspatercept in this indication. The comparative efficacy and safety data between these two agents will likely influence treatment sequencing decisions and market penetration, directly impacting Geron's revenue potential and market share in the MDS therapeutic landscape. Updated clinical evidence from major conferences typically informs formulary decisions and physician adoption patterns, making these ASH findings material to revenue projections and the company's near-term commercial trajectory. --- *Note: Without access to the full article text, this summary reflects the general investment implications of imetelstat updates in MDS. For detailed analysis, review the specific efficacy rates, safety profiles, and patient population

Jun 15, 2026

Geron Corporation

Signal Score

Conviction + Catalyst

Fund Holdings

Position Trend

Short Interest

Catalysts

Activist Filings

Recent News & Research

Position Details

Know which insider moves are real

Also Held by These Funds

Research Links

Related Research