Geron Corporation (GERN)
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 Corporation: Early Momentum, Strong Leadership Plus Clear Path To Growth - Why I Buy
Geron Corporation (GERN) is rated BUY due to strong early RYTELO sales, robust financials, and an undervalued stock price near 52-week lows. RYTELO, recently FDA-approved for lower-risk MDS, is driving revenue growth and has significant peak sales potential, with further pipeline expansion underway. A strengthened executive team and global expansion plans position GERN for sustainable growth, despite competition from established therapies like Reblozyl.
Geron: I Think We've Seen This Movie Before
Geron's Q2'25 sales of Rytelo (imetelstat) show clear growth, with net product revenue rising to $49M and underlying demand up 17%. Recent performance dispels fears that Rytelo's market share has already peaked, echoing past misjudgments seen with AUPH. A run-up into an interim readout from IMpactMF, GERN's trial of imetelstat in myelofibrosis, could begin in H1'26, since results are expected in H2'26.
Geron Corporation (GERN) Q2 2025 Earnings Call Transcript
Geron Corporation (NASDAQ:GERN ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants & - Corporate Participant David Borah - Corporate Participant Dawn Carter Bir - Interim President & Chief Executive Officer and Director Harout Semerjian - Corporate Participant James Ziegler - Executive VP & Chief Commercial Officer Joseph Emile Eid - Executive Vice President of Research Development Michelle J. Robertson - Executive VP, CFO, Treasurer and Principal Financial & Accounting Officer Conference Call Participants Corinne Johnson - Goldman Sachs Group, Inc., Research Division Emily Claudia Bodnar - H.C.
Geron (GERN) Reports Q2 Loss, Tops Revenue Estimates
Geron (GERN) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.1 per share a year ago.
Conservative Vision Of A Positive Future For Geron
This is a follow-up coverage of the Geron Corp., a small biotech company that markets first-in-class drug Imetelstat for the treatment of myelodysplastic syndrome (MDS). The first three full-quarter sales of the imetelstat did not meet stock market expectations; consequently, share price went down by 70%. Conservative analysis of the disease, epidemiology, drug properties, and competition suggests a substantial market opportunity.
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.
