Market Cap 714.96M
Revenue (ttm) 76.99M
Net Income (ttm) -174.57M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -226.74%
Debt to Equity Ratio 0.48
Volume 8,035,200
Avg Vol 7,796,764
Day's Range N/A - N/A
Shares Out 638.36M
Stochastic %K 33%
Beta 0.57
Analysts Sell
Price Target $3.43

Company Profile

Geron Corporation, a commercial-stage biopharmaceutical company, focuses on the development of therapeutics products for oncology. It offers RYTELO a telomerase inhibitor for the treatment f adult patients with low- to intermediate-1 risk myelodysplastic syndromes with transfusion-dependent anemia. The company was incorporated in 1990 and is headquartered in Foster City, California.

Industry: Biotechnology
Sector: Healthcare
Phone: 650 473 7700
Address:
919 East Hillsdale Boulevard, Suite 250, Foster City, United States
DAWGNuts
DAWGNuts Nov. 17 at 12:05 AM
$GERN The market is treating $GERN like a company that missed a launch. Insiders and analysts are treating it like a company that has secured its long-term MF catalyst (IMpactMF), is sitting on $421M in cash, and just hired a new expert team to execute a smarter, more targeted commercial plan. This is maximum pessimism. The shakeout is happening. I'm focused on the data, the pivot, and the locked-in catalyst.
0 · Reply
GrizZley
GrizZley Nov. 16 at 3:50 PM
$GERN We are taking in 190 million a year now and not working on all cylinders. Harout says 2026 is going to be a GROWTH year.
0 · Reply
ZoeyTanner
ZoeyTanner Nov. 16 at 2:52 PM
$GERN For the longs, I state the obvious, over the many years we have missed huge opportunities and gains with markets 52 week highs. The last man standing, geron has squeezed retail for all its worth and made billions for its short fund investors. Only a select few insiders holding stock have ever "rode off in the sunset", everyone else was run over.
0 · Reply
Night_Owl_Biotech
Night_Owl_Biotech Nov. 16 at 2:50 PM
The odds are $DAWN shareholders will lose. It used to be considered wisdom for a smaller cap bio to sell after FDA approval. Everyone wins, including healthcare costs via consolidation. DAWN beat the considerable odds with Ojemda & is chancing the value created for shareholders on DAY-301 & $MRSN in spite of the odds. Last year @ JP Morgan, DAWN's CEO appeared to almost boast about building a business with such high failure rates. $PBYI & countless others tried the same after Nerlynx's approval back in 2017. PBYI shareholders are down 95% since. $GERN shareholders are off 80% since Rytelo's approval. Perhaps the MDS read 2.5 years later will pay off? $IMCR we wait as well Attached are screenshots from government, industry & academia around the odds of scoring a cancer drug approval Having lost a loved one in her early 50s to ovarian cancer 2 years ago, this is not to bash the virtue of cancer research. Consolidation should be encouraged. Odds or scale? Just 1 opinion
1 · Reply
Ms_P
Ms_P Nov. 15 at 7:54 PM
$GERN $IOVA $DAWN Would be nice to see some activist investors taking similar action with a few other companies. https://www.barrons.com/articles/bitdeer-pacira-biosciences-garrett-motion-and-more-stocks-see-action-from-activist-investors-c27e3086
0 · Reply
eunkyo
eunkyo Nov. 15 at 7:56 AM
$GERN This is not investment advice, but solely my personal opinion. I think Vivo Capital may sell shares in Q4, and Deep Track, which already reduced its position in Q3, could further trim its stake in Q4 as well. If smaller biotech long-only funds start increasing their holdings, that may signal that the core institutions supporting GERN are changing, and in the worst case, it could mean we need an additional 1–2 years of “runtime” before reaching the final endpoint. Of course, existing institutions might instead choose to increase their positions, but we should always keep the worst case in mind and question their intentions. Most insiders who have sold shares so far have already left the company, but some insiders, including Robert J. Spiegel, have not sold. Robert J. Spiegel made a large sale at $6.85 in 2018 and has been accumulating shares ever since, and I believe investors should always keep the possibility of further selling by institutions and insiders in mind.
1 · Reply
eunkyo
eunkyo Nov. 15 at 4:45 AM
$GERN Goldman Sachs increased its position by 117.076% in Q3, adding 11,491,735 shares. This is effectively the opposite of their July target price call of $1. Of course, it’s not a good sign that Vestal Point Capital, L.P. and Deep Track Capital, L.P. reduced their positions. However, it is positive that Nantahala Capital Management, LLC purchased 9,025,000 shares, Eversept Partners, L.P. increased its position by 72.113% by adding 5,278,828 shares, and Soleus Capital Management, L.P. increased its position by 7.125%, purchasing an additional 1,150,000 shares.
0 · Reply
smar312
smar312 Nov. 15 at 1:23 AM
$GERN AI synopsis: Conviction adds: State Street, Citadel, Jane Street, Goldman Sachs, and Eversept all increased positions. Broad participation: Both index giants (Vanguard, BlackRock) and trading firms (Jane Street, Citadel) added. Signal: Institutions are buying the dip, showing confidence in Geron’s long‑term oncology pipeline despite near‑term price weakness.
0 · Reply
eunkyo
eunkyo Nov. 15 at 1:10 AM
0 · Reply
Tacto
Tacto Nov. 15 at 1:01 AM
$GERN What really stood out from the rest in today's Q3 ownership filings were the ~11.5M shares Goldman picked up to more than double their stake that is at an estimated average cost per share of $2.25, and the new position Nantahala took with >9M shares at an average cost per share of $1.38 A couple of others picked up ~5M shares, and there were a couple of ~6.5M dispositions that mostly offset those, and it looks like Nantahala maybe got their new 9M stake from Stevie Cohen (Point72) in one of those off-exchange transactions that those f'rs typically do with such gigantic heaps. Anyhow, the Goldman haul was huge, and I think the significance cannot be ignored. Also, on the first page of today's filings you can see where two of the mammoth Geron Corporation shareholders held fast, those being RA Capital with >60M sharees at an estimated cost per share of $2.58, and Vivo with their >27M shares at an estimated cost per share of $1.67
0 · Reply
Latest News on GERN
Geron Corporation (GERN) Q3 2025 Earnings Call Transcript

Nov 5, 2025, 2:21 PM EST - 11 days ago

Geron Corporation (GERN) Q3 2025 Earnings Call Transcript


Geron Corporation to Present at Upcoming Investor Conferences

Nov 4, 2025, 8:00 AM EST - 12 days ago

Geron Corporation to Present at Upcoming Investor Conferences


Making Money In Biotech Stocks

Oct 9, 2025, 5:00 PM EDT - 5 weeks ago

Making Money In Biotech Stocks

SNDX


Geron: I Think We've Seen This Movie Before

Aug 8, 2025, 9:30 AM EDT - 3 months ago

Geron: I Think We've Seen This Movie Before


Geron Corporation (GERN) Q2 2025 Earnings Call Transcript

Aug 6, 2025, 3:01 PM EDT - 3 months ago

Geron Corporation (GERN) Q2 2025 Earnings Call Transcript


Conservative Vision Of A Positive Future For Geron

Jun 3, 2025, 9:57 AM EDT - 5 months ago

Conservative Vision Of A Positive Future For Geron


Geron Corporation (GERN) Q1 2025 Earnings Call Transcript

May 7, 2025, 12:50 PM EDT - 6 months ago

Geron Corporation (GERN) Q1 2025 Earnings Call Transcript


DAWGNuts
DAWGNuts Nov. 17 at 12:05 AM
$GERN The market is treating $GERN like a company that missed a launch. Insiders and analysts are treating it like a company that has secured its long-term MF catalyst (IMpactMF), is sitting on $421M in cash, and just hired a new expert team to execute a smarter, more targeted commercial plan. This is maximum pessimism. The shakeout is happening. I'm focused on the data, the pivot, and the locked-in catalyst.
0 · Reply
GrizZley
GrizZley Nov. 16 at 3:50 PM
$GERN We are taking in 190 million a year now and not working on all cylinders. Harout says 2026 is going to be a GROWTH year.
0 · Reply
ZoeyTanner
ZoeyTanner Nov. 16 at 2:52 PM
$GERN For the longs, I state the obvious, over the many years we have missed huge opportunities and gains with markets 52 week highs. The last man standing, geron has squeezed retail for all its worth and made billions for its short fund investors. Only a select few insiders holding stock have ever "rode off in the sunset", everyone else was run over.
0 · Reply
Night_Owl_Biotech
Night_Owl_Biotech Nov. 16 at 2:50 PM
The odds are $DAWN shareholders will lose. It used to be considered wisdom for a smaller cap bio to sell after FDA approval. Everyone wins, including healthcare costs via consolidation. DAWN beat the considerable odds with Ojemda & is chancing the value created for shareholders on DAY-301 & $MRSN in spite of the odds. Last year @ JP Morgan, DAWN's CEO appeared to almost boast about building a business with such high failure rates. $PBYI & countless others tried the same after Nerlynx's approval back in 2017. PBYI shareholders are down 95% since. $GERN shareholders are off 80% since Rytelo's approval. Perhaps the MDS read 2.5 years later will pay off? $IMCR we wait as well Attached are screenshots from government, industry & academia around the odds of scoring a cancer drug approval Having lost a loved one in her early 50s to ovarian cancer 2 years ago, this is not to bash the virtue of cancer research. Consolidation should be encouraged. Odds or scale? Just 1 opinion
1 · Reply
Ms_P
Ms_P Nov. 15 at 7:54 PM
$GERN $IOVA $DAWN Would be nice to see some activist investors taking similar action with a few other companies. https://www.barrons.com/articles/bitdeer-pacira-biosciences-garrett-motion-and-more-stocks-see-action-from-activist-investors-c27e3086
0 · Reply
eunkyo
eunkyo Nov. 15 at 7:56 AM
$GERN This is not investment advice, but solely my personal opinion. I think Vivo Capital may sell shares in Q4, and Deep Track, which already reduced its position in Q3, could further trim its stake in Q4 as well. If smaller biotech long-only funds start increasing their holdings, that may signal that the core institutions supporting GERN are changing, and in the worst case, it could mean we need an additional 1–2 years of “runtime” before reaching the final endpoint. Of course, existing institutions might instead choose to increase their positions, but we should always keep the worst case in mind and question their intentions. Most insiders who have sold shares so far have already left the company, but some insiders, including Robert J. Spiegel, have not sold. Robert J. Spiegel made a large sale at $6.85 in 2018 and has been accumulating shares ever since, and I believe investors should always keep the possibility of further selling by institutions and insiders in mind.
1 · Reply
eunkyo
eunkyo Nov. 15 at 4:45 AM
$GERN Goldman Sachs increased its position by 117.076% in Q3, adding 11,491,735 shares. This is effectively the opposite of their July target price call of $1. Of course, it’s not a good sign that Vestal Point Capital, L.P. and Deep Track Capital, L.P. reduced their positions. However, it is positive that Nantahala Capital Management, LLC purchased 9,025,000 shares, Eversept Partners, L.P. increased its position by 72.113% by adding 5,278,828 shares, and Soleus Capital Management, L.P. increased its position by 7.125%, purchasing an additional 1,150,000 shares.
0 · Reply
smar312
smar312 Nov. 15 at 1:23 AM
$GERN AI synopsis: Conviction adds: State Street, Citadel, Jane Street, Goldman Sachs, and Eversept all increased positions. Broad participation: Both index giants (Vanguard, BlackRock) and trading firms (Jane Street, Citadel) added. Signal: Institutions are buying the dip, showing confidence in Geron’s long‑term oncology pipeline despite near‑term price weakness.
0 · Reply
eunkyo
eunkyo Nov. 15 at 1:10 AM
0 · Reply
Tacto
Tacto Nov. 15 at 1:01 AM
$GERN What really stood out from the rest in today's Q3 ownership filings were the ~11.5M shares Goldman picked up to more than double their stake that is at an estimated average cost per share of $2.25, and the new position Nantahala took with >9M shares at an average cost per share of $1.38 A couple of others picked up ~5M shares, and there were a couple of ~6.5M dispositions that mostly offset those, and it looks like Nantahala maybe got their new 9M stake from Stevie Cohen (Point72) in one of those off-exchange transactions that those f'rs typically do with such gigantic heaps. Anyhow, the Goldman haul was huge, and I think the significance cannot be ignored. Also, on the first page of today's filings you can see where two of the mammoth Geron Corporation shareholders held fast, those being RA Capital with >60M sharees at an estimated cost per share of $2.58, and Vivo with their >27M shares at an estimated cost per share of $1.67
0 · Reply
Tacto
Tacto Nov. 15 at 12:47 AM
$GERN First page showing today's Q3 ownership filings Go to the link below and click twice on the 'Date Reported' column to see the latest - https://whalewisdom.com/stock/gern . .
0 · Reply
Tacto
Tacto Nov. 15 at 12:45 AM
$GERN Second page showing today's Q3 ownership filings
0 · Reply
Tacto
Tacto Nov. 15 at 12:45 AM
$GERN Third page showing today's Q3 ownership filings
0 · Reply
Tacto
Tacto Nov. 15 at 12:44 AM
$GERN Fourth page showing today's Q3 ownership filings
0 · Reply
Tacto
Tacto Nov. 15 at 12:43 AM
$GERN Fifth page, with the two rows at the top being the tail end of today's ownership filings
0 · Reply
Tacto
Tacto Nov. 14 at 11:27 PM
$GERN Money flow was quite a bit to the positive side, which comes as no surprise, in that the same f'rs who rip the stock down are the ones vigorously raking the fallout. They'll do it until they don't. They long ago disassociated the stock from the company, and those crime syndicate operators have unfettered control, no question about it Inflow: 2440.12 Outflow: 2089.67 . .
0 · Reply
ZoeyTanner
ZoeyTanner Nov. 14 at 10:20 PM
$GERN The powers to be decided, "the pain will continue, while others prosper". Many here can relate, cannot shake those 52 week bottom blues. The long, long wait and she wants to go lower.
0 · Reply
eunkyo
eunkyo Nov. 14 at 8:52 PM
$GERN Three job postings have been posted. https://www.linkedin.com/jobs/search/?currentJobId=4340241581&f_C=163982&geoId=92000000&origin=COMPANY_PAGE_JOBS_CLUSTER_EXPANSION&originToLandingJobPostings=4340241581%2C4340417534%2C4340227799
0 · Reply
ZdP2
ZdP2 Nov. 14 at 2:27 PM
$BULL $FCEL $GEVO $GERN I think I agree with this guy. I will probably be scaling out of positions today to have some buying powder in case things get way worse. GLTA !
0 · Reply
Find_the_Cure
Find_the_Cure Nov. 14 at 12:08 PM
$GERN https://www.investing.com/news/transcripts/geron-at-stifel-2025-healthcare-conference-strategic-adjustments-for-rytelo-93CH-4349536
0 · Reply
Huntlardo24
Huntlardo24 Nov. 14 at 3:50 AM
$GERN for those wondering where the former CMO is, hear for your self from her. shes in a new role at geron, chief development officer; https://www.youtube.com/watch?v=P4kHn2Dp9Jk
1 · Reply
vonryan
vonryan Nov. 14 at 2:15 AM
0 · Reply