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Geron Corp (GERN)
NASDAQ:GERN
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive commercial and clinical story: substantial year-over-year revenue growth as Rytelo completed its first full commercial year, meaningful Q4 demand and prescriber gains, clear 2026 revenue guidance and a focused second-line strategy targeting ~8,000 U.S. patients. Clinical progress (fully enrolled IMPACT MF trial, multiple ISTs and upcoming real-world data) and a streamlined cost structure that targets lower operating expenses in 2026 are further positives. Offsetting risks include an operating loss in 2025 (expenses exceed revenue), a ~20% decline in cash year-over-year and higher gross-to-net deductions (expected to remain in the high teens to low 20s), plus European reimbursement and pricing uncertainty. On balance, the company appears positioned for growth with manageable near-term financial and access risks.Company Guidance
Strong Full-Year Revenue Growth
Total net revenue for 2025 was $184,000,000 versus $76,000,000 in 2024, an increase of approximately 142% year-over-year, reflecting a full commercial year for Rytelo.
Solid Q4 Performance and Commercial Traction
Rytelo Q4 net revenue was $48,000,000 (in line with expectations). Demand grew 9% quarter-over-quarter and prescribing accounts increased ~13% in Q4, expanding the footprint to approximately 1,300 accounts (about 150 new accounts added).
Clear 2026 Revenue Guidance and Growth Plan
Management reiterated 2026 Rytelo net revenue guidance of $220,000,000 to $240,000,000 (midpoint implies ~25% growth versus 2025) and expects a greater portion of growth in the back half of the year, driven by focused second-line commercial strategy.
Focused Commercial Strategy and Addressable Market
Company is prioritizing eligible second-line lower-risk MDS patients in the U.S., estimating an addressable population of ~8,000 patients and reporting ~30% of patient starts are in first- and second-line on a rolling 12-month basis.
Clinical and Medical Affairs Progress
IMPACT MF trial is fully enrolled with an expected interim overall survival death-event trigger in H2 2026 (final analysis planned for 2028). Company aligned to support over 10 investigator-sponsored trials (ISTs) and real-world evidence efforts, with initial RWE data expected in 2026.
Operational Discipline and Expense Reduction Target
2026 total operating expense guidance of $230,000,000 to $240,000,000 represents roughly a $20,000,000 year-over-year reduction at the midpoint versus 2025 operating expenses of $255,000,000; R&D and SG&A trends reflect cost control and targeted commercial investment.
Balance Sheet and Financing Optionality
As of 12/31/2025, cash, cash equivalents, restricted cash and marketable securities were approximately $400,000,000. The company amended its Pharmakon loan to extend potential access to an additional $125,000,000 through 07/30/2026 and plans a new shelf registration and ATM filing.
GERN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GERN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $1.95 | $1.72 | -11.79% |
Nov 05, 2025 | $1.15 | $1.09 | -5.22% |
Aug 06, 2025 | $1.20 | $1.39 | +15.83% |
May 07, 2025 | $1.32 | $1.31 | -0.76% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Geron Corp (GERN) report earnings?
Geron Corp (GERN) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Geron Corp (GERN) earnings time?
Geron Corp (GERN) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GERN EPS forecast?
GERN EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.