Geron

GERNApproved

Foster City, United StatesFounded 1990geron.com

Geron is a commercial-stage biotech focused on developing and commercializing first-in-class telomerase inhibitors for blood cancers. Its science is grounded in the Nobel Prize-winning discoveries of telomeres and telomerase. With its drug imetelstat now approved in the U.S. for certain myelodysplastic syndromes (MDS) patients and a pivotal Phase 3 trial ongoing in myelofibrosis (MF), Geron is positioned to potentially transform the treatment landscape for several difficult-to-treat myeloid malignancies.

Market Cap

$935.2M

Founded

1990

Employees

100-250

Focus

Small Molecules

GERN · Stock Price

USD 1.46+0.27 (+22.69%)

Historical price data

AI Company Overview

Technology Platform

First-in-class telomerase inhibition platform targeting the replicative immortality of malignant cells, grounded in Nobel Prize-winning science on telomeres and telomerase.

Pipeline Snapshot

21 drugs in pipeline, 2 in Phase 3

Drug	Indication	Stage
Imetelstat + Best Available Therapy (BAT)	Myelofibrosis	Phase 3
Imetelstat Sodium + Placebo	Myelodysplastic Syndromes	Phase 2/3
Imetelstat sodium	Myelodysplastic Syndromes	Phase 2
Imetelstat sodium + Bevacizumab + Paclitaxel	Locally Recurrent or Metastatic Breast Cancer	Phase 2
imetelstat + Bevacizumab	Non-small Cell Lung Cancer	Phase 2

Funding History

Total raised: $277M

PIPE$150MUndisclosedFeb 15, 2021

PIPE$100MUndisclosedAug 15, 2018

IPO$27MUndisclosedNov 21, 1996

FDA Approved Drugs

RYTELONDAJun 6, 2024

Opportunities

Major growth opportunities include successful commercial execution for imetelstat in MDS, a positive Phase 3 overall survival readout in myelofibrosis (potentially a blockbuster indication), and expansion into acute myeloid leukemia (AML) through investigator-sponsored trials.

Geographic expansion (e.g., EU approval) represents another significant opportunity.

Risk Factors

Key risks include commercial launch failure in a competitive MDS market, failure of the pivotal Phase 3 IMpactMF trial in myelofibrosis, future capital needs leading to dilution, and regulatory setbacks for additional approvals.

The company's fortunes are highly concentrated on the success of a single asset, imetelstat.

Competitive Landscape

In MDS, imetelstat competes with luspatercept (Reblozyl) and other agents post-ESA failure. In myelofibrosis, it would compete against JAK inhibitors and a pipeline of novel agents if approved. Geron's primary differentiation is its first-in-class telomerase inhibition mechanism, offering a unique approach to targeting malignant stem cells across myeloid cancers.

Publications

Patents

Pipeline

FDA Approvals