GERN
Geron Corporation1.3400
+0.0100+0.75%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms guidance with execution details
Q&A reinforced the scripted $220M-$240M 2026 Rytelo revenue guidance, with management citing Q4's 9% demand growth and 150 new accounts as forward-looking green shoots for back-half acceleration, while declining Q1 specifics. They quantified ~8,000 eligible U.S. second-line patients—now ~30% of starts—and competitive shifts favoring Rytelo post-luspatercept over ESAs or HMAs per NCCN. A profitability path exists, but 2026 prioritizes investments. Europe stays opportunistic amid HTA and MFN pricing caution. Green shoots signal momentum. Watch prescriber depth and second-line share.
Key Stats
Market Cap
855.40MP/E (TTM)
-Basic EPS (TTM)
-0.12Dividend Yield
0%Recent Filings
10-K
FY2025 results
Geron's FY2025 10-K highlights RYTELO's U.S. launch in June 2024 and EU approval in March 2025 for lower-risk MDS, yet lacks financial statements or quarterly metrics, rendering topline and profitability trends undisclosed. No Q4 revenue, EPS, or cash flow figures appear, thwarting momentum analysis. Debt obligations persist via amended loan terms, with Tranche B and C commitments expiring September 30, 2026. Strategic hires bolster commercial push. Near-term prospects hinge wholly on RYTELO commercialization. No numbers.
8-K
Geron's Q4 revenue hits $48M
Geron reported $48M Q4 RYTELO net revenue, up 9% demand from Q3, totaling $184M for 2025 amid $255M operating expenses that included $17M restructuring from a one-third workforce cut. Cash ended at $401M. Guidance holds 2026 RYTELO revenue at $220M-$240M, expenses $230M-$240M. Restructuring sharpens focus.
8-K
2026 RYTELO revenue $220-240M
Geron issued 2026 guidance expecting RYTELO net product revenue of $220-240 million alongside total operating expenses of $230-240 million, signaling top-line growth yet restrained spend post-restructuring. Priorities target U.S. commercial ramp-up, ex-U.S. LR-MDS paths, and Phase 3 IMpactMF advancement. Loan tranche dates extended to July 2026. Execution hinges on HCP targeting.
8-K
Geron extends loan tranches
Geron amended its Pharmakon loan agreement on January 5, 2026, extending the Tranche B $75.0 million draw deadline and Tranche C $50.0 million (tied to RYTELO™ revenue milestone) to July 30, 2026, while pushing the makewhole date to May 1, 2027. This bolsters funding flexibility for the existing $125.0 million Tranche A. Deadlines stretched. Prepayments carry tiered premiums up to 3%.
8-K
Geron cuts workforce 33%
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