Earnings summaries and quarterly performance for GERON.
Executive leadership at GERON.
Harout Semerjian
Detailed
President and Chief Executive Officer
CEO
AJ
Andrew J. Grethlein
Detailed
Executive Vice President, Chief Operating Officer
JZ
James Ziegler
Detailed
Executive Vice President and Chief Commercial Officer
JE
Joseph Eid
Detailed
Executive Vice President, Research and Development
MR
Michelle Robertson
Detailed
Executive Vice President, Finance, Chief Financial Officer and Treasurer
SA
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.
5 questions for GERN
Also covers: AGEN, AGIO, ATOS +7 more
Gil Blum
Needham & Company
5 questions for GERN
Also covers: ABSI, AUTL, CELC +9 more
TB
Tara Bancroft
TD Cowen
5 questions for GERN
Also covers: ADVM, CELC, DAWN +11 more
Faisal Khurshid
Leerink Partners
4 questions for GERN
Also covers: ABCL, ANIP, ASND +7 more
SW
Stephen Willey
Stifel Financial Corp.
4 questions for GERN
Also covers: ABCL, CELC, CGEN +11 more
KP
Kalpit Patel
B. Riley Securities
3 questions for GERN
Also covers: ASND, DERM, EXEL +8 more
PL
Peter Lawson
Barclays PLC
3 questions for GERN
Also covers: ADAP, ARVN, BPMC +15 more
CJ
Corinne Johnson
Goldman Sachs
2 questions for GERN
Also covers: ALT, AMLX, FULC +8 more
CL
Carter L. Gould
Barclays
1 question for GERN
Also covers: ABBV, ALEC, AMGN +8 more
Corinne Jenkins
Goldman Sachs
1 question for GERN
Also covers: ACRS, ALEC, ATHA +7 more
GH
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
SW
Stephen Willey
Stifel
1 question for GERN
Also covers: ABCL, ABEO, CGEN +9 more
TV
Teresa Vitali
Scotiabank
1 question for GERN
Also covers: ALNY
Recent press releases and 8-K filings for GERN.
Geron Reports Q4 and Full Year 2025 Results, Issues 2026 Guidance
GERN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Geron reported RYTELO net revenue of $48 million for Q4 2025 and $184 million for the full year 2025, with total operating expenses for FY 2025 at $255 million.
- For 2026, the company issued guidance projecting RYTELO net revenue between $220 million and $240 million and total operating expenses between $230 million and $240 million, a roughly $20 million year-over-year reduction at the midpoint.
- Commercial highlights for Q4 2025 included 9% demand growth for RYTELO compared to Q3 and a 13% increase in prescribing accounts, expanding to approximately 1,300 accounts. The primary commercial focus for 2026 is on the estimated 8,000 eligible second-line, lower-risk MDS patients in the US.
- As of December 31, 2025, Geron maintained a strong balance sheet with approximately $400 million in cash equivalents, restricted cash, and marketable securities.
3 days ago
Geron Reports Q4 and Full Year 2025 Results, Provides 2026 Financial Guidance
GERN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Geron reported Q4 2025 RYTELO net revenue of $48 million and full-year 2025 RYTELO net revenue of $184 million.
- The company provided 2026 RYTELO net revenue guidance of $220 million-$240 million and total operating expense guidance of $230 million-$240 million, reflecting a roughly $20 million year-over-year reduction at the midpoint for expenses.
- RYTELO demand grew 9% in Q4 2025 compared to Q3, with a 13% increase in prescribing accounts to approximately 1,300. The 2026 commercial strategy targets 8,000 eligible second-line, lower-risk MDS patients in the U.S..
- As of December 31, 2025, Geron held approximately $400 million in cash equivalents. While a path to profitability is seen, the focus for 2026 is on strategic investments rather than immediate profitability.
3 days ago
Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Provides 2026 Guidance
GERN
Earnings
Guidance Update
Layoffs
- Geron Corporation achieved RYTELO net product revenue of $48.0 million in the fourth quarter of 2025 and $183.6 million for the full year 2025.
- The company's total operating expenses for full year 2025 were $254.7 million, which was within the previously guided range of $255 million.
- Geron ended 2025 with approximately $401.1 million in cash, cash equivalents, restricted cash, and marketable securities.
- For fiscal year 2026, the company expects RYTELO net product revenue to be in the range of $220 million to $240 million and total operating expenses between $230 million and $240 million.
- In December 2025, Geron implemented a workforce reduction affecting approximately one-third of its workforce, leading to $17.0 million in restructuring charges for the three and twelve months ended December 31, 2025.
3 days ago
Geron Provides 2026 Financial Guidance and RYTELO Commercial Updates
GERN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Geron has provided 2026 financial guidance, projecting RYTELO net product revenue between $220M and $240M and total operating expenses between $230M and $240M.
- RYTELO net product revenue for 2025 was $184M, a significant increase from $77M in 2024.
- The company's Phase 3 IMpactMF trial for relapsed/refractory myelofibrosis (R/R MF) has completed enrollment as of September 2025, with an interim overall survival analysis expected in 2H 2026 and final analysis in 2H 2028.
- RYTELO is approved in the U.S. and EU for the treatment of certain adult patients with lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia.
3 days ago
Geron Corporation reports Q4 and full year 2025 financial results and issues 2026 guidance
GERN
Earnings
Guidance Update
Layoffs
- Geron Corporation achieved RYTELO net product revenue of $48.0 million in Q4 2025 and $183.6 million for the full year 2025.
- The company ended 2025 with approximately $401.1 million in cash, cash equivalents, restricted cash, and marketable securities.
- Total operating expenses for full year 2025 were $254.7 million, which included $17.0 million in restructuring charges due to a workforce reduction implemented in December 2025.
- For fiscal year 2026, Geron expects RYTELO net product revenue to be in the range of $220 million to $240 million and total operating expenses between $230 million and $240 million.
3 days ago
Geron Corporation Announces 2026 Financial Guidance
GERN
Guidance Update
Revenue Acceleration/Inflection
- Geron Corporation announced its 2026 financial guidance, projecting RYTELO® net product revenue to be in the range of $220 million to $240 million.
- Total operating expenses for 2026 are expected to be between $230 million and $240 million.
- The company anticipates top-line growth and a year-over-year reduction in operating spend, supported by a recent strategic restructuring.
- Key priorities for 2026 include driving RYTELO commercial growth in the U.S., pursuing paths to bring RYTELO to LR-MDS markets outside the U.S., and advancing the Phase 3 IMpactMF trial.
Jan 12, 2026, 1:00 PM
Geron provides 2026 financial guidance and RYTELO expansion plans
GERN
Guidance Update
New Projects/Investments
- Geron's RYTELO (imetelstat) is approved in the U.S. and EU for eligible lower-risk myelodysplastic syndromes (LR-MDS).
- The company projects $220M-$240M in RYTELO net product revenue and $230M-$240M in total operating expenses for 2026.
- Geron plans to pursue ex-U.S. RYTELO paths for LR-MDS patients and aims to expand into relapsed/refractory myelofibrosis if the Phase 3 IMpactMF trial is successful.
- The IMpactMF trial, which evaluates imetelstat in R/R JAKi myelofibrosis with overall survival as its primary endpoint, has an interim analysis expected in 2H 2026 and final analysis in 2H 2028.
Jan 12, 2026, 12:00 PM
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.
Dec 11, 2025, 1:00 PM
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
Quarterly earnings call transcripts for GERON.
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