Geron Corp (GERN)
NASDAQ:GERN
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operational and commercial story: strong revenue growth (+31% YoY), expanding demand (+6% QoQ) and disciplined cost reductions position Geron to meet 2026 guidance. Important clinical and regulatory milestones (IMpactMF enrollment, NCCN order template inclusion, peer-reviewed publication) bolster the long-term value proposition. Key risks highlighted include widening gross-to-net pressure (21% vs 13% prior year), a meaningful quarter-over-quarter cash decline (~$60M) driven by one-time and supply investments, and unresolved European commercialization/pricing decisions. On balance, the favorable revenue trajectory, cost discipline and clinical progress outweigh the manageable near-term financial and market-access headwinds.Company Guidance
Progress on ex-U.S. strategy and leadership additions
Active engagement with European medical experts, HTA work and pricing research underway with an intent to announce a commercialization approach for Europe before year-end; strengthened leadership with recruitment of a new Chief Legal Officer and two new board members.
Strong top-line growth and on-track guidance
RYTELO net revenue of $51.8 million in Q1 2026, up 31% year-over-year and 8% quarter-over-quarter; company remains on track for 2026 net revenue guidance of $220 million to $240 million.
Commercial demand and account expansion
Demand grew ~6% quarter-over-quarter and prescribing accounts expanded ~12% since launch to approximately 1,450 accounts; first- and second-line patient starts on a rolling 12-month basis are ~33%, improving sequentially from ~30%.
Clinical progress and scientific validation
IMpactMF Phase III trial is fully enrolled with an interim analysis projected in the second half of 2026 and a planned final analysis in H2 2028; publication in Blood Cancer Journal and ASH 2025 data reinforce clinical differentiation and mechanism; inclusion in the NCCN chemotherapy order template positions imetelstat as an active therapeutic in lower-risk MDS.
Financial discipline and operating expense reductions
Total operating expenses (ex-Cost of Goods Sold) were $50.4 million in Q1 2026, down from $55.1 million a year earlier (~9% reduction); SG&A was $35.4 million vs $40.0 million in Q1 2025, and R&D was flat at ~$15 million, reflecting workforce reduction and cost controls while maintaining commercial investment.
Strategic commercial investments and market engagement
Company is increasing in-person and digital presence, investing in targeted marketing channels (digital non-personal promotion, third-party education) and expanding investigator-sponsored trials and real-world evidence generation to drive adoption and education among U.S. hematologists.
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 |
|---|---|---|---|
May 06, 2026 | $1.65 | $1.58 | -4.24% |
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% |
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 Aug 06, 2026, After Close (Confirmed).
What is Geron Corp (GERN) earnings time?
Geron Corp (GERN) earnings time is at Aug 06, 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 (Q2) is >-0.01.