Geron Corporation (GERN) Q1 2026 Earnings Call Transcript
Geron (GERN) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.03 per share a year ago.
Geron Corporation's Q4 '25 net product revenues of $48M are similar to those seen in Q4 '24 ($47.5M). Despite fairly flat quarterly revenues, GERN maintains 2026 net product revenue guidance of $220M-$240M, implying 25% growth. Key catalysts include a potential IMpactMF interim readout in H2 '26 and readouts from investigator-sponsored trials and potential real-world data that could encourage use of Rytelo.
Almitas Capital LLC bought a new position in Geron Corporation (NASDAQ: GERN) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 946,323 shares of the biopharmaceutical company's stock, valued at approximately $1,296,000. Almitas Capital LLC owned about 0.15% of Geron at the
Geron Corporation (GERN) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
Current revenue trends of Geron suggest RYTELO is primarily finding its niche in the later-line "salvage" setting, which may continue to moderate near-term growth expectations. Geron's recent strategic restructuring and workforce reductions reflect a pivot toward financial discipline as the company navigates current uptake patterns and persistent net losses. Intensifying gross-to-net pressures and complex European pricing negotiations suggest a more cautious outlook for RYTELO's global commercial expansion.
Geron (GERN) came out with a quarterly loss of $0.03 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.04 per share a year ago.
Geron Corporation (GERN) Q4 2025 Earnings Call Transcript
Geron's new CEO has positioned Rytelo as a 2026 growth story, following a lack of sales growth in 2025. GERN announced a restructuring in December and gave some financial guidance in January, including guidance for 2026 Rytelo net product revenues of $220M-$240M. GERN's IMpactMF study of imetelstat in myelofibrosis is expected to reach an interim analysis in 2026; the existence of that interim could trigger a run-up in the stock.
Geron reported Q3'25 Rytelo revenues of $47.2M, down from $49M in Q2, with no underlying increase in demand reported. Despite efforts to boost Rytelo's use in first and second-line therapy (now 36%, up from 30%), revenue growth remains elusive for GERN. Recent leadership changes include the departure of COO Andrew Grethlein and CCO Jim Ziegler, with Ahmed ElNawawi stepping in as CCO.
Geron Corporation ( GERN ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants Dawn Schottlandt - Senior Vice President of Investor Relations & Corporate Affairs Harout Semerjian - CEO, President & Director Joseph Eid - Executive VP of Research & Development and Chief Medical Officer Michelle Robertson - Executive VP, CFO, Treasurer and Principal Financial & Accounting Officer Ahmed ElNawawi Conference Call Participants Tara Bancroft - TD Cowen, Research Division Stephen Willey - Stifel, Nicolaus & Company, Incorporated, Research Division Emily Bodnar - H.C. Wainwright & Co, LLC, Research Division Faisal Khurshid - Leerink Partners LLC, Research Division Presentation Operator Hello, and welcome to the Geron Corporation Third Quarter 2025 Earnings Call.
Geron (GERN) came out with a quarterly loss of $0.03 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.04 per share a year ago.