Geron Corporation

GERN

Held by 2 specialist biotech funds

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Fund Holdings

RA Capital Management Eventide Asset Management

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Position Trend

Feb 13, 2026

$21K

1 fund

Feb 17, 2026

$84.2M

1 fund

+400748% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Activist Filings

SC 13G/ARA Capital Management9.9%May 15, 2025

SC 13G/ARA Capital Management10.0%Nov 14, 2024

SC 13G/A

Position Details

RA Capital ManagementNEWFeb 17, 2026

Shares: 63,771,366Value: $84.2M

**Signal Note: RA Capital initiates $84.2M position in GERN** RA Capital's new $84.2M stake in Geron reflects confidence in imetelstat's commercial trajectory following its December 2023 FDA approval for lower-risk MDS—a near-term revenue inflection catalyst. The position size suggests conviction in peak sales potential and/or upcoming data catalysts, likely including late-stage programs in other hematologic indications (aplastic anemia, PNH) that could expand addressable market.

Eventide Asset ManagementNEW

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Also Held by These Funds

SION2 funds RNA2 funds EVMN2 funds INSP2 funds WVE2 funds OLMA2 funds PCVX2 funds PRAX

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Eventide Initiates GERN Position Eventide's new $21K stake in Geron likely reflects confidence in imetelstat's commercial trajectory following its December 2023 FDA approval for myelodysplastic syndrome (MDS), where the drug showed median overall survival benefit of 14.4 months versus 9.3 months for best supportive care. The position timing aligns with anticipated label expansion discussions and 2024 revenue ramp as the company executes its launch in a ~20,000-patient annual MDS market.