Earnings summaries and quarterly performance for GERON.
Executive leadership at GERON.
Harout Semerjian
Detailed
President and Chief Executive Officer
CEO
Andrew J. Grethlein
Detailed
Executive Vice President, Chief Operating Officer
James Ziegler
Detailed
Executive Vice President and Chief Commercial Officer
Joseph Eid
Detailed
Executive Vice President, Research and Development
Michelle Robertson
Detailed
Executive Vice President, Finance, Chief Financial Officer and Treasurer
Scott A. Samuels
Detailed
Executive Vice President, Chief Legal Officer and Secretary
Board of directors at GERON.
Research analysts who have asked questions during GERON earnings calls.
Emily Bodnar
H.C. Wainwright & Co.
4 questions for GERN
Also covers: AGEN, AGIO, ATOS +6 more
Faisal Khurshid
Leerink Partners
4 questions for GERN
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Gil Blum
Needham & Company
4 questions for GERN
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Stephen Willey
Stifel Financial Corp.
4 questions for GERN
Also covers: ABCL, CELC, CGEN +10 more
Tara Bancroft
TD Cowen
4 questions for GERN
Also covers: ADVM, CELC, DAWN +10 more
Kalpit Patel
B. Riley Securities
3 questions for GERN
Also covers: DERM, FBRX, KYMR +4 more
Peter Lawson
Barclays PLC
3 questions for GERN
Also covers: ADAP, ARVN, BPMC +15 more
Carter L. Gould
Barclays
1 question for GERN
Also covers: ABBV, ALEC, AMGN +7 more
Corinne Jenkins
Goldman Sachs
1 question for GERN
Also covers: ACRS, ALEC, ATHA +5 more
Corinne Johnson
Goldman Sachs
1 question for GERN
Also covers: ALT, AMLX, HALO +5 more
Greg Harrison
RBC Capital Markets
1 question for GERN
Also covers: ADCT, APLS, BBIO +3 more
Gregory Harrison
Scotiabank
1 question for GERN
Also covers: AGIO, APLS, EYPT +3 more
Teresa Vitali
Scotiabank
1 question for GERN
Also covers: ALNY
Recent press releases and 8-K filings for GERN.
Geron Corporation Announces Strategic Restructuring Plan
GERN
Layoffs
Guidance Update
New Projects/Investments
- Geron Corporation announced a strategic restructuring plan to position the company for long-term value creation and improve financial discipline.
- The plan includes an approximately one-third reduction in Geron's current workforce of approximately 260 employees.
- This restructuring is expected to result in initial projected full year 2026 operating expenses being less than projected full year 2025 operating expenses, with savings realized beginning in the first quarter of 2026.
- The restructuring plan is expected to be substantially complete in the first quarter of 2026.
8 days ago
Geron Corporation Reports Q3 2025 RYTELO Revenue and Updates on Clinical Trials and Guidance
GERN
Earnings
Guidance Update
Management Change
- Geron Corporation achieved $47.2 million in RYTELO net product revenue in the third quarter of 2025.
- The company completed enrollment of 320 patients in its Phase 3 IMpactMF clinical trial and anticipates the interim analysis readout for overall survival in the second half of 2026.
- Geron reduced its 2025 total operating expenses guidance to between $250 million and $260 million and reported approximately $421.5 million in cash as of September 30, 2025.
- RYTELO ordering accounts increased by approximately 150 quarter-over-quarter to 1,150, and Ahmed ElNawawi was appointed Chief Commercial Officer.
Dec 4, 2025, 5:20 PM
Geron Provides Rytello Commercial Update and Myelofibrosis Trial Progress
GERN
Product Launch
Guidance Update
Revenue Acceleration/Inflection
- Geron reported $47.2 million in U.S. net sales for Rytello in the last quarter (Q3 2025), five quarters post-launch, acknowledging modest commercial uptake despite strong clinical data.
- To drive uptake, Geron is targeting second-line patients, supported by a September NCCN guideline update that places Rytello ahead of HMAs. The company has 1,150 active accounts, an increase of 150 in the last quarter, with 36% of patients now from earlier MDS settings.
- The global Phase 3 IMpactMF trial for myelofibrosis is fully enrolled as of September 2025, with interim analysis projected for H2 2026 and full analysis for H2 2028.
- Geron reduced its OpEx guidance for 2025 to $250 million - $260 million and expects no major increase in 2026, maintaining disciplined spending.
Dec 2, 2025, 4:15 PM
Geron Updates on RYTELO Commercialization and Pipeline Progress
GERN
Product Launch
Guidance Update
Revenue Acceleration/Inflection
- Geron, a commercial-stage company, reported $47.2 million in U.S. net sales for RYTELO (imetelstat) in the last quarter, noting a "modest" launch despite strong clinical data.
- The company is focused on driving RYTELO uptake, particularly in second-line low-risk MDS patients, a strategy supported by an NCCN guideline update in September that positions RYTELO ahead of HMAs.
- Key metrics for RYTELO's commercial progress include 1,150 accounts (an increase of 150 in the last quarter) and 36% of patients coming from first-line/second-line lower MDS settings (up from 30% the quarter before).
- Geron's Phase 3 myelofibrosis trial (IMpactMF) is fully enrolled as of September, with interim analysis projected for H2 2026 and full analysis for H2 2028.
- The company has reduced its OpEx guidance for the current year to $250 million-$260 million and expects no major increase for next year, emphasizing disciplined expense management.
Dec 2, 2025, 4:15 PM
Geron Discusses Rytelo Launch Challenges and 2026 Growth Outlook
GERN
Product Launch
Revenue Acceleration/Inflection
CEO Change
- Geron's new CEO, Harout Semerjian, who started three months prior, stated that the launch of their approved asset, Rytelo (imetelstat), a first-in-class telomerase inhibitor, has stalled at nearly $50 million net revenue. This was attributed to initial use in later-line patients and limited clinical experience among U.S. physicians, as the phase 3 trial was predominantly ex-U.S..
- The company is implementing strategic initiatives, including increased customer engagement and targeted education, to shift Rytelo utilization to the second-line setting, which is supported by recent NCCN guideline updates that now position Rytelo behind luspatercept.
- Management anticipates 2026 to be a growth year for Rytelo, driven by these strategic adjustments and upcoming data presentations at ASH, including long-term follow-up showing improved survival in MDS patients.
- Geron has European approval for Rytelo and is evaluating ex-U.S. commercialization strategies, including HTA conversations and potential partnerships, while prioritizing U.S. market performance to optimize international opportunities.
Nov 11, 2025, 3:40 PM
Geron Reports Q3 2025 Financial Results and Updates Rytelo Strategy
GERN
Earnings
Guidance Update
Demand Weakening
- Geron reported net product revenue of $47 million for the third quarter ended September 30, 2025.
- Demand for Rytelo decreased 3% compared to the previous quarter, although prescribing accounts increased by 15% to 1,150 accounts with 150 new ordering accounts added in Q3.
- The company held approximately $420 million in cash and marketable securities as of September 30, 2025.
- Geron revised its fiscal year 2025 total operating expense guidance downwards to between $250 million and $260 million.
- Management anticipates 2026 to be a growth year for Rytelo, with a focus on enhancing awareness and execution among US healthcare professionals.
Nov 5, 2025, 1:00 PM
Geron Reports Q3 2025 Financial Results and Updates Guidance
GERN
Earnings
Guidance Update
Demand Weakening
- Geron reported Q3 2025 RYTELO net product revenue of $47.2 million.
- The company updated its 2025 operating expense guidance to $250 million to $260 million, a reduction from the previous guidance of $270 million to $285 million.
- As of September 30, 2025, Geron maintained a strong cash position of $421.5 million.
- RYTELO experienced a 3% demand decrease in Q3 2025 over Q2 2025, though ordering accounts increased by 15% to approximately 1,150 since approval.
- Enrollment was completed in the IMpactMF Phase 3 clinical trial for relapsed/refractory myelofibrosis.
Nov 5, 2025, 1:00 PM
Geron Corporation Reports Q3 2025 Financial Results and Business Highlights
GERN
Earnings
Guidance Update
Management Change
- Geron Corporation achieved $47.2 million in RYTELO net product revenue for the third quarter of 2025.
- The company reported a net loss of $18.4 million, or $0.03 per share, for the three months ended September 30, 2025.
- As of September 30, 2025, Geron held approximately $421.5 million in cash, cash equivalents, restricted cash, and marketable securities.
- Enrollment for the Phase 3 IMpactMF clinical trial was completed in September 2025, with an interim analysis for overall survival anticipated in the second half of 2026.
- The company updated its fiscal year 2025 total operating expenses guidance to between $250 million and $260 million.
Nov 5, 2025, 12:06 PM
Quarterly earnings call transcripts for GERON.
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