Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-0.90%
$0.93
0% positive prob.
5-Day Prediction
-5.41%
$0.88
0% positive prob.
20-Day Prediction
-8.17%
$0.86
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q3 2026 | SELL | -0.90% | -5.41% | -8.17% | 100.0% | Pending |
| Q2 2026 | BUY | +0.15% | +6.17% | +21.40% | 100.0% | -2.55% |
SEC 8-K filings with transcript text
Nov 4, 2026 · 100% conf.
1D
-0.90%
$0.93
Act: -12.03%
5D
-5.41%
$0.88
20D
-8.17%
$0.86
2 d188608dex991.htm
Exhibit 99.1
Geron Corporation Reports Third Quarter 2026 Financial Results and Recent Business Highlights
Achieved $60.1 million in RYTELO® (imetelstat) net product revenue in Q3 2026, an increase of 5% compared to Q2 2026
Reiterated 2026 RYTELO net product revenue at the mid-to-high end of the $220 million to $240 million range; lowered 2026 total operating expenses range to $220 million to $230 million
Initiated gated commercial launch to expand RYTELO access to eligible LR-MDS patients in targeted
European markets, with availability expected in Germany by end of year
Ended Q3 2026 with cash, cash equivalents, restricted cash, and marketable securities of $339 million
Company to host conference call and webcast today, November 4, 2026, at 8:00 a.m. ET
FOSTER CITY, Calif., November 4, 2026 (GLOBE NEWSWIRE) – Geron Corporation (Nasdaq: GERN), a hematology-focused commercial stage biopharmaceutical company pursuing more meaningful moments for people living with blood cancer, today reported financial results for the third quarter of 2026 and recent business highlights.
“Another quarter of strong RYTELO demand growth reinforces our confidence in the LR-MDS commercial opportunity and our ability to reach more second-line patients. Increased demand growth is being driven by the community practices which, in our view, indicates the potential for RYTELO to have a long growth runway in the U.S.,” said Harout Semerjian, President and Chief Executive Officer of Geron. “Outside the U.S. there is a clear opportunity for us to serve more patients and create additional value by broadening RYTELO’s access. As such, we have initiated a gated commercial launch to bring RYTELO to targeted EU markets with availability in Germany expected by the end of the year. Expanding access to therapies, along with pursing opportunistic innovation, is a key part of building a leading hematology company.”
Recent Business Highlights
•
Reported RYTELO net product revenue of $60.1 million in the third quarter of 2026.
•
Grew RYTELO demand by 10% in the third quarter 2026, compared to the second quarter 2026.
•
Increased ordering accounts by roughly 8% in the third quarter 2026 to approximately 1,700.
•
Initiated a gated commercial launch to bring RYTELO to eligible LR-MDS
patients in targeted European markets. RYTELO is expected to be available in Germany later this year and France in 2027.
•
Exhibited three posters at the Society of Hematologic Oncology (SOHO) 2026 Annual Meeting, including real-world evidence of imetelstat for the treatment of LR-MDS that was generally consistent with the Phase 3 IMerge trial and an updated post-hoc analysis of the Phase 2 IMbark study of imetelstat for the treatment of relapsed/refractory myelofibrosis.1-3
•
Delivered an oral presentation of retrospective real-world evidence of imetelstat in LR-MDS consistent with the IMerge trial along with a poster featuring a post-hoc study from the IMerge trial at the 88th Annual Meeting of the Japanese Society of Hematology
•
Provided an oral presentation at the 2026 Annual Meeting of the German, Austrian and Swiss Societies for Hematology and Medical Oncology (DGHO, OeGHO, SGMO, SGH) highlighting post-hoc pooled analysis from the IMerge population that suggests transient cytopenias observed early in treatment may be the result of an on-target effect of imetelstat and may be predictive of a better therapeutic response in LR-MDS patients.6
•
Nominated for the 2026 Prix Galien USA Award for Best Product for Rare/Orphan Diseases for RYTELO in LR-MDS, an award recognizing extraordinary scientific achievements in transforming health and improving lives.
•
Published two manuscripts in peer-reviewed journals highlighting imetelstat’s role in LR-MDS and other hematological diseases:
•
“Overall Survival and Long-Term Outcomes from the Randomized, Double-Blind, Placebo-Controlled, Phase III IMerge Trial of Imetelstat for Lower-Risk Myelodysplastic Syndromes” in Haematologica.7
•
“Combining the Telomerase Inhibitor Imetelstat with the BCL-2 Inhibitor Venetoclax Enhances Apoptosis and Improves Survival in Acute Myeloid Leukemia Cellular and Animal Models” in the Journal of Clinical Medicine.8
•
Announced the discontinuation of the Phase 3 IMpactMF trial evaluating imetelstat in JAK inhibitor R/R myelofibrosis based on a recommendation from the independent Data Monitoring Committee (DMC) that the trial was unlikely to meet the primary endpoint of overall survival. There were no new safety signals observed in the trial that change the known safety profile of imetelstat.
Third Quarter 2026 Financial Results
Cash and Marketable Securities
As of September 30, 2026, Geron had approximately $339.4 million in cash, cash equivalents, restricted cash and marketable securities, compared to $326.9 million as of June 30, 2026, which provides the Company with cash to fund its operating requirements for
Aug 6, 2026 · 100% conf.
1D
+0.15%
$1.57
Act: -5.73%
5D
+6.17%
$1.67
Act: -2.55%
20D
+21.40%
$1.91
2 d158179dex991.htm
Exhibit 99.1
Geron Corporation Reports Second Quarter 2026 Financial Results and Recent Business Highlights
August 5, 2026
Achieved $57.5 million in RYTELO® (imetelstat) net product revenue in Q2 2026, an increase of 11% compared to Q1 2026
Reiterated 2026 RYTELO net product revenue and total operating expenses expected to be in the ranges of $220 million to $240 million, and $230 million to $240 million, respectively
Ended Q2 2026 with cash, cash equivalents, restricted cash and marketable securities of $327 million
Broadened leadership team with the appointment of Chinmaya Rath as Chief Business Officer
Company to host conference call and webcast today, August 5, 2026, at 8:00 a.m. ET
FOSTER CITY, Calif., Aug. 05, 2026 (GLOBE NEWSWIRE) – Geron Corporation (Nasdaq: GERN), a commercial-stage biopharmaceutical company aiming to change lives by changing the course of blood cancer, today reported financial results for the second quarter of 2026 and recent business highlights.
“We are executing a focused strategy to build a leading hematology company, which starts with bringing RYTELO to more eligible patients impacted by LR-MDS in the U.S. Our team delivered a third consecutive quarter of RYTELO demand growth, and in the first half of 2026, grew net revenue by 24% while decreasing total operating expenses by 4% compared to the same period last year,” said Harout Semerjian, President and Chief Executive Officer of Geron. “With an estimated 8,000 second-line LR-MDS patients in the U.S., we see a meaningful opportunity to continue growing demand for RYTELO in 2026 and beyond. We also have the opportunity to create additional long-term value by expanding access to RYTELO in other geographies, advancing our Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis and pursuing strategic innovation to develop and commercialize new therapies for people living with blood cancers.”
Recent Business Highlights
•
Reported RYTELO net product revenue of $57.5 million in the second quarter of 2026.
•
Grew RYTELO demand by 5% in the second quarter 2026, compared to the first quarter 2026.
•
Increased ordering accounts by roughly 8% in the second quarter 2026 to approximately 1,575.
•
Presented the first real-world evidence study of RYTELO in patients with lower-risk myelodysplastic syndromes (LR-MDS) at the European Hematology Association (EHA) 2026 Congress. The retrospective portion of the investigator-sponsored study, conducted at the Moffitt Cancer Center, reported safety and clinical efficacy of imetelstat in advanced, heavily transfusion-dependent patients with LR-MDS, including patients with extensive prior therapies and after luspatercept failure. The efficacy, safety and tolerability observed were generally consistent with findings from the Phase 3 IMerge trial in a broader patient population.1
•
Presented two abstracts studying imetelstat in relapsed/refractory myelofibrosis at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting, including an updated overall survival analysis from the Phase 2 IMbark trial compared with real-world data.
•
Broadened the leadership team with the appointment of Chinmaya Rath as Chief Business Officer.
Second Quarter 2026 Financial Results
Cash and Marketable Securities
As of June 30, 2026, Geron had approximately $326.9 million in cash, cash equivalents, restricted cash and marketable securities, compared to $341.0 million as of March 31, 2026, which provides the Company with cash for the foreseeable future.
Net Loss
For the three months ended June 30, 2026, the Company reported a net loss of $16.7 million, or $0.02 per share, compared to $16.4 million, or $0.02 per share, for the three months ended June 30, 2025. The increase in net loss is directly attributable to non-cash inventory-related expenses, which were partially offset by an increase in RYTELO net product revenue for the quarter.
Revenues
Total product revenue, net for the three months ended June 30, 2026, was $57.5 million, compared to $49.0 million for the three months ended June 30, 2025.
Costs and Operating Expenses
Total costs and operating expenses for the three months ended June 30, 2026, were $70.0 million, compared to $61.5 million for the three months ended June 30, 2025. The increase is primarily due to non-cash inventory-related expenses.
Cost of goods sold was approximately $9.2 million for the three months ended June 30, 2026, compared to $1.2 million for the three months ended June 30, 2025, which consisted of costs to manufacture and distribute RYTELO. The increase is primarily due to non-cash inventory-related expenses.
Research and development expenses for the three months ended June 30, 2026, were $22.0 million, compared to $21.7 million for the same period in 2025. The increase in research and development expenses was a result of investments in manufacturing and was partially offset by lower headcount costs fr
Feb 25, 2026
2 d67820dex991.htm
Exhibit 99.1
Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
Achieved $48 million and $184 million in RYTELO® (imetelstat) net product revenue in Q4 2025 and full year 2025, respectively
Reported total operating expenses of $255 million for full year 2025, within the previous guidance range
Reiterated 2026 RYTELO net product revenue and total operating expenses expected in the ranges of $220 million to $240 million, and $230 million to $240 million, respectively
Ended 2025 with cash, cash equivalents, restricted cash and marketable securities of roughly $401 million
Company to host conference call and webcast today, February 25, at 8:00 a.m. ET
FOSTER CITY, Calif., February 25, 2026 – Geron Corporation (Nasdaq: GERN), a commercial-stage biopharmaceutical company aiming to change lives by changing the course of blood cancer, today reported financial results for the fourth quarter and full year of 2025 and recent business highlights.
“Strategic actions we have taken in the second half of 2025 position Geron to drive RYTELO demand growth and invest to create value while lowering our total operating expenses year-over-year. In 2026, we are laser-focused on executing our commercial strategy,” said Harout Semerjian, President and Chief Executive Officer of Geron. “The commercial opportunity for RYTELO in second-line lower-risk MDS is significant and supported by its FDA label, NCCN Guidelines and a growing body of scientific evidence. In the second half of 2026, we look forward to the IMpactMF interim analysis in relapsed/refractory myelofibrosis and the first data from real-world experience trials focused on the use of RYTELO in LR-MDS. Our priorities are to drive U.S. commercial growth, pursue pathways to bring RYTELO to patients outside the U.S., remain financially disciplined, and evaluate opportunistic innovation as we transform Geron into a leading, sustainable hematology company.”
Recent Business Highlights
•
Achieved RYTELO net product revenue of $48.0 million in the fourth quarter of 2025, and $183.6 million in full year 2025.
•
Grew RYTELO demand by 9% in the fourth quarter 2025 compared to the third quarter 2025.
•
Increased ordering accounts by 150 in the fourth quarter 2025 to approximately 1,300.
•
Aligned to support over 10 investigator-sponsored and real-world experience trials focusing on RYTELO’s mechanistic studies, combinations and sequencing, earlier-line use and new settings. Initial data is expected in the second half of 2026.
•
Announced three new medical publications:
•
New research published in Blood Cancer Journal exploring the impact of prior therapy on clinical activity in LR-MDS patients treated with imetelstat.
•
New peer-reviewed article in Leukemia examining changes in molecular disease markers LR-MDS patients.
•
New manuscript in Haematologica exploring potential improvements in patient-reported outcomes in patients
treated with imetelstat in the Phase 3 IMerge clinical trial.
•
Expanded the scientific body of evidence supporting the potential of RYTELO in lower-risk myelodysplastic
syndromes/neoplasms (LR-MDS) at the 2025 American Society of Hematology (ASH) Annual Meeting reinforcing RYTELO as a differentiated new treatment option.
•
Oral presentation from pooled analyses of the IMerge population suggests that treatment-emergent cytopenias may
reflect on-target effects associated with meaningful clinical outcomes, including hemoglobin increases and transfusion independence in LR-MDS.
Fourth Quarter and Full Year 2025 Financial Results
Cash and Marketable Securities
As of December 31, 2025, Geron had approximately $401.1 million in cash, cash equivalents, restricted cash and marketable securities, compared to $502.9 million as of December 31, 2024.
Net Loss
For the three months and twelve months ended December 31, 2025, the Company reported a net loss of $31.1 million, or $85.8 million, compared to $25.4 million or $174.6 million for the three months and twelve months ended December 31, 2024.
Revenues
Total product revenue net, for the three months and twelve months ended December 31, 2025, was $48.0 million and $183.6 million, compared to $47.5 million and $76.5 million for the three months and twelve months ended December 31, 2024.
Total revenues, for the three months and twelve months ended December 31, 2025, was $48.0 million and $183.9 million, compared to $47.5 million and $77.0 million for the three months and twelve months ended December 31, 2024. Total revenues include license fees and royalties in addition to product revenue, net.
Costs and Operating Expenses
Total costs and operating expenses, for the three months and twelve months ended December 31, 2025, were $75.8 million and $254.7 million, compared to $67.6 million and $250.7 million for the three months and twelve months ended December 31, 2024.
Cost of goods sold was
This page provides Geron Corporation (GERN) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on GERN's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.