GERN
Geron Corporation1.3400
+0.0100+0.75%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
855.40MP/E (TTM)
-Basic EPS (TTM)
-0.12Dividend Yield
0%Recent Filings
8-K
8-K
8-K
Geron unveils leadership transitions
Geron Corporation announced executive shake-ups on October 10, 2025, with board members Gaurav Aggarwal resigning immediately and V. Bryan Lawlis opting out of 2026 re-election, while COO Andrew Grethlein and CCO Jim Ziegler depart October 15. The company swiftly appointed Ahmed ElNawawi as new CCO effective October 20, alongside Shantha Tyavanagimatt as CTO, Dawn Schottlandt for IR and corporate affairs, and Bryan Ridgell for portfolio management—all starting October 20 or sooner. These moves aim to sharpen commercial strategy around RYTELO, yet hinge on seamless transitions amid commercialization risks.
10-Q
Q2 FY2025 results
Geron's Q2 FY2025 revenue surged to $49.0M, up from $0.8M y/y and $39.4M q/q (derived), driven by U.S. sales of RYTELO for lower-risk MDS, though gross-to-net adjustments hit 15.3%. Operating loss narrowed to $12.5M from $69.3M y/y, while net loss stood at $16.4M, wider than the $12.5M operating figure due to $8.5M interest expense on the November 2024 Pharmakon term loan ($125M drawn at 10.32%) and Royalty Pharma agreement ($125M upfront for tiered royalties up to 7.75%). Cash and equivalents dipped to $77.7M from $79.0M at year-end, with $432.6M total liquidity supporting commercialization; free cash flow not disclosed in the 10-Q. Inventory built to $69.1M amid supply chain commitments of $124.7M. Ongoing securities litigation alleges overstated RYTELO potential, risking distractions.
8-K
Geron Q2 revenue surges
Geron Corporation reported $49.0 million in RYTELO net product revenue for Q2 2025, up 24% from Q1, fueled by 17% demand growth from new patient starts and over 1,000 ordering accounts. The company appointed Harout Semerjian, a seasoned hematology leader, as President and CEO, while its Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis hit over 95% enrollment, eyeing full recruitment by year-end. Cash stood at $432.6 million, backing $270-285 million in 2025 operating expenses. Leadership bolsters commercialization amid trial risks.
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