The earnings call presented a strong performance for RYTELO with significant revenue growth, team expansion, and promising clinical trial progress. However, challenges remain in data accuracy for patient usage, drug retention issues, and European commercialization uncertainties.

Company Guidance

During the Geron Q2 2025 earnings call, the company provided several key metrics and guidance updates focusing on the commercialization of RYTELO. Notably, Q2 RYTELO net revenues reached $49 million, marking a 24% increase from the previous quarter, driven by new patient starts. Quarter-over-quarter demand growth was 17%, with 30% of new patient starts occurring in first and second-line settings. The company reported approximately 1,000 sites of care utilizing RYTELO since launch, an increase of about 400 new sites this year. Geron also highlighted an expanded sales force and medical affairs team, with over 20% growth in customer-facing roles. Efforts to increase awareness and expand KOL support are underway, with 90% of U.S. covered lives now under favorable RYTELO medical coverage, up from 85% in Q1. The company's European strategy involves preparing for a 2026 launch in select EU markets, contingent on favorable pricing and reimbursement. Overall, Geron emphasized its focus on executing strategic initiatives to drive RYTELO's growth in the U.S. and its readiness for the European market.

RYTELO Revenue Growth

Q2 RYTELO net revenues were $49 million, representing an increase of approximately 24% over the first quarter, driven by increased demand from new patient starts.

Expansion of Commercial and Medical Affairs Teams

The company expanded its commercial sales force and customer-facing roles by over 20% and doubled the size of its medical affairs organization, with all new hires now trained and deployed.

Strong Payer Access

Approximately 90% of U.S. covered lives are now under favorable RYTELO medical coverage policies, an increase from 85% in the first quarter.

European Market Strategy

Activities to support the launch of RYTELO in select EU markets next year are ongoing, with a focus on securing strong reimbursement rates.

IMpactMF Phase III Trial Progress

The IMpactMF trial is over 95% enrolled, with completion expected by year-end. The trial is the first MF trial with overall survival as the primary endpoint.

Geron (GERN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GERN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.03 / -	-0.04	―	―	―
Aug 06, 2025	2025 (Q2)	-0.03 / -0.02	-0.1	80.00% (+0.08)
May 07, 2025	2025 (Q1)	-0.04 / -0.03	-0.09	66.67% (+0.06)
Feb 26, 2025	2024 (Q4)	-0.03 / -0.04	-0.09	55.56% (+0.05)
Nov 07, 2024	2024 (Q3)	-0.08 / -0.04	-0.08	50.00% (+0.04)
Aug 08, 2024	2024 (Q2)	-0.10 / -0.10	-0.09	-11.11% (-0.01)
May 02, 2024	2024 (Q1)	-0.10 / -0.09	-0.07	-28.57% (-0.02)
Feb 28, 2024	2023 (Q4)	-0.10 / -0.09	-0.1	10.00% (+0.01)
Nov 02, 2023	2023 (Q3)	-0.10 / -0.08	-0.1	20.00% (+0.02)
Aug 03, 2023	2023 (Q2)	-0.08 / -0.09	-0.07	-28.57% (-0.02)

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
Aug 06, 2025	$1.20	$1.39	+15.83%
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%

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 Nov 06, 2025, After Close (Confirmed).

What is Geron Corp (GERN) earnings time?

Geron Corp (GERN) earnings time is at Nov 06, 2025, 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 2025 (Q3) is -0.03.

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