Geron Corporation (GERN)
Geron: Rytelo's Limited Adoption And Flat Demand Signal Troubled Outlook (Rating Downgrade)
Geron's RYTELO faces limited revenue potential in a crowded MDS market, with predominantly 3L+ utilization and flat sequential growth. Despite a narrowed net loss, Geron remains unprofitable with no clear path to cash generation and faces increasing operating expenses. Imetelstat's prospects in MF are poor against established treatments, and its clinical and market challenges are significant.
Geron Corporation (GERN) Q1 2025 Earnings Call Transcript
Geron Corporation (NASDAQ:GERN ) Q1 2025 Earnings Conference Call May 7, 2025 8:00 AM ET Company Participants Ron Maldiver - Investor Relations Dawn Bir - Interim President and Chief Executive Officer Michelle Robertson - Chief Financial Officer Jim Ziegler - Chief Commercial Officer Joseph Eid - Executive Vice President of Research and Development Conference Call Participants Tara Bancroft - TD Cowen Teresa Vitale - Scotiabank Peter Lawson - Barclays Gil Blum - Needham and Company Stephen Willey - Stifel Emily Bodnar - HC Wainwright Kalpit Patel - B. Riley Securities Faisal Khurshid - Leerink Partners Operator Hello and welcome to the Geron's First Quarter 2025 Earnings Call.
Geron (GERN) Reports Q1 Loss, Lags Revenue Estimates
Geron (GERN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to loss of $0.09 per share a year ago.
Geron (GERN) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
Geron (GERN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Geron Corp.: A Compelling Potential Buying Opportunity Thanks To Bearish Comments
GERN's Rytelo showed promising sales growth, with Q4'24 net product revenue increasing by 68% to $47.5M from Q3'24's $28.2M. Despite initial optimism, the market is concerned about a potential plateau in Rytelo's sales growth after only two full quarters, based on company comments. The departure of CEO John Scarlett adds uncertainty, potentially impacting investor confidence and the company's strategic direction.
Geron Corp: How Concerned Should We Be About Rytelo Sales?
Geron Corp's imetelstat, branded as Rytelo, launched in 2024 for lower-risk MDS, with promising expansion into myelofibrosis and other indications. Despite initial market enthusiasm, GERN's stock has declined, but upcoming catalysts and a strong development pipeline offer potential upside. Financially, GERN has a solid cash runway, with significant funding from a Royalty Pharma deal, supporting continued operations and growth.
Why Geron Stock Is Plummeting Today
Geron (GERN -31.43%) stock is getting crushed in Wednesday's trading. The company's share price was down 31.7% as of 3:50 p.m.
Geron: Rytelo's Market Share Concerns Justified As 3L Dominates Early Sales
Geron Corporation's stock dropped 50% before its Q4 2024 earnings report, with Rytelo's revenue close to projections but new patients starts flat. Rytelo's market share in second-line LR-MDS is lower than expected due to competition from Bristol Myers Squibb's luspatercept, impacting peak sales estimates. Financial health remains solid with a strong current ratio and cash runway extending into mid-2027, supported by recent funding deals.
Geron Corporation (GERN) Q4 2024 Earnings Call Transcript
Geron Corporation (NASDAQ:GERN ) Q4 2024 Earnings Conference Call February 26, 2025 8:00 AM ET Company Participants Aron Feingold - VP of IR and Corporate Communications John Scarlett - Chairman and CEO Michelle Robertson - EVP and CFO Jim Ziegler - EVP and CCO Joseph Eid - EVP, R&D Faye Feller - EVP and CMO Conference Call Participants Peter Lawson - Barclays Tara Bancroft - TD Cowen Faisal Khurshid - Leerink Partners Greg Harrison - Scotiabank Stephen Willey - Stifel Emily Bodnar - H.C. Wainwright Kalpit Patel - B.
Geron (GERN) Reports Q4 Loss, Tops Revenue Estimates
Geron (GERN) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.09 per share a year ago.
Geron Corporation: Lackluster Share Price Performance Despite Reasonable Drug Launch
GERN's Rytelo, approved in mid-2024, shows promising initial sales, with Q3'24 net revenues at $28.2M, and preliminary Q4'24 net revenues of $45M-$46M. Despite some market exclusivity concerns, GERN still has many years of sales ahead unencumbered by generic competition. EU approval of Rytelo for lower-risk myelodysplastic syndromes seems likely in H1'25, providing a near-term catalyst beyond updates on sales.
Geron: Positive IMpactMF Trial Could Possibly Lead To Doubling Of RYTELO Sales
Geron Corporation's RYTELO received FDA approval for Low-Risk Myelodysplastic Syndrome and is awaiting European Medicines Agency approval as well, which might help to boost sales. Geron reported $28.2 million in the first full quarter of sales of RYTELO, with projections of $45-$46 million set for Q4 2024. Geron is conducting a Phase 3 study for RYTELO targeting JAK inhibitor relapsed/refractory Myelofibrosis patients, with interim results expected by early 2026 and final results early 2027.
