The earnings call highlighted significant revenue growth and strategic expansions in commercial and medical teams, with increased physician awareness and favorable payer coverage. However, challenges persist in early line usage and data limitations on patient retention.

Company Guidance -

Q3 2025

During the Geron Corporation's Q2 2025 earnings call, the company provided several key metrics and strategic updates. RYTELO net revenues for the quarter were $49 million, marking a 24% increase over the first quarter, driven by a 17% rise in demand from new patient starts, with approximately 30% of these starts occurring in first and second lines of therapy. The company's inventory at the end of Q2 remained within the target range of 2 to 4 weeks. The commercial team expanded by over 20%, and the medical affairs organization doubled in size to bolster RYTELO's market presence. Additionally, approximately 90% of U.S. covered lives now have favorable RYTELO medical coverage, an increase from 85% in the first quarter. The IMpactMF trial is over 95% enrolled, with completion expected by year-end, and Geron's cash position stood at $433 million as of June 30, 2025. The company's focus remains on increasing brand awareness, improving physician prescribing confidence, and expanding key opinion leader support to drive continued commercial success.

RYTELO Revenue Growth

Q2 2025 RYTELO net revenues were $49 million, representing an increase of approximately 24% over the first quarter.

Expansion of Commercial and Medical Affairs Teams

Geron expanded its commercial sales force and medical affairs organization by over 20%, with new hires trained and deployed.

Increase in Physician Awareness and Prescribing Intent

HCP market research in Q2 indicated a higher willingness to prescribe RYTELO in the first 12 months of a patient's therapy.

Payer Access Improvement

Approximately 90% of U.S. covered lives are now under favorable RYTELO medical coverage policies, up from 85% in Q1.

Phase III IMpactMF Trial Progress

The trial is over 95% enrolled, with completion expected by year-end, and has shown recent enrollment momentum.

Appointment of New CEO

Harout Semerjian was announced as the new President and CEO, bringing over 30 years of experience in hematology and oncology.

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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