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Geron Corp (GERN)
NASDAQ:GERN
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -3.79%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Neutral
The earnings call presents a mixed sentiment. While there are encouraging signs of growth and strategic investments to bolster RYTELO's market presence, the decline in Q1 revenues, challenges in physician adoption, and reliance on third-party support in the EU present significant concerns. The ongoing executive transition adds to the uncertainty.Company Guidance
During the Geron Corporation's first quarter 2025 earnings call, the company provided guidance on its strategic focus and performance metrics. Key highlights included a decrease in Q1 net revenues for RYTELO, totaling $39.4 million, down $8 million from Q4, attributed to inventory drawdown among distributors. Despite a flat 1% demand growth over the prior 13 weeks, recent metrics indicated a promising 10% demand increase in April. The company identified a U.S. total addressable market of approximately 15,400 lower risk MDS patients and emphasized that about 900 sites of care have utilized RYTELO, with one-third being new since Q4. Geron is expanding its customer-facing teams by over 20% to improve reach and messaging, and it plans to have new hires operational in Q3. Additionally, the company is pursuing commercialization strategies in the EU and advancing its Phase III trial in relapsed refractory myelofibrosis, anticipating an interim analysis in the second half of 2026. Operating expenses for 2025 are projected to be between $270 million and $285 million, with the company maintaining a strong financial position and access to additional funding if needed.RYTELO U.S. Commercial Launch
RYTELO was recently approved as a first-in-class novel telomerase inhibitor for lower risk MDS with a significant market opportunity. Despite initial sales not meeting expectations, strategic investments and adjustments are being made to enhance its commercial success.
Increased Commercial Investments
The company is investing additional resources to increase brand awareness among U.S. hematologists. This includes expanding the sales team by more than 20% and implementing new roles to drive product uptake.
Encouraging Performance Indicators
Approximately 900 sites of care have utilized RYTELO, with about 300 new sites since the end of Q4. Demand grew approximately 10% in the recent four-week period, indicating the highest growth since October 2024.
Phase III Pivotal Trial in Myelofibrosis
The IMPACT MS Phase III trial in relapsed refractory myelofibrosis is designed to double RYTELO's commercial potential. Currently, about 85% enrolled, with interim analysis expected in the second half of 2026.
Strong Financial Position
Geron remains in a strong financial position with $457.5 million in cash and equivalents. They have access to additional funding under their debt agreement with Pharmacon if needed.
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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
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GERN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $1.32 | $1.31 | -0.76% |
Feb 26, 2025 | $2.37 | $1.61 | -32.07% |
Nov 07, 2024 | $4.27 | $4.29 | +0.47% |
Aug 08, 2024 | $4.56 | $4.60 | +0.88% |
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.
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FAQ
When does Geron Corp (GERN) report earnings?
Geron Corp (GERN) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is Geron Corp (GERN) earnings time?
Geron Corp (GERN) earnings time is at Aug 07, 2025, TBA Not 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 2025 (Q2) is -0.03.
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