iHub News
4月前
Geron shares drop after Q4 results miss estimates despite Rytelo growthFebruary 25, 2026 10:39 AM
IH Market News
Geron Corporation (NASDAQ:GERN) shares fell roughly 15% in premarket trading Wednesday after the oncology-focused biotech company reported fourth-quarter 2025 results that came in below Wall Street expectations while reaffirming its full-year guidance.The developer of blood cancer treatment Rytelo posted a net loss of $0.05 per share on revenue of $48.0 million for the quarter, missing analyst forecasts by more than $2.4 million as revenue remained largely unchanged sequentially.For the full year, total costs and operating expenses increased about 2% year over year to $254.7 million. Fourth-quarter net loss widened approximately 23% compared with the prior year period to $31.1 million, reflecting a $17.0 million restructuring charge tied to a cost-reduction program launched in December.Despite the quarterly miss, full-year revenue more than doubled to $183.9 million, supported by the June 2024 U.S. Food and Drug Administration approval of Rytelo for treating myelodysplastic syndromes, a rare form of blood cancer.Net product revenue from Rytelo reached $48 million during the quarter, representing roughly 9% growth from the third quarter and bringing full-year net product revenue to $183.6 million.Looking ahead, Geron maintained its outlook, forecasting full-year net product revenue for Rytelo in the range of $220 million to $240 million, alongside projected operating expenses of $230 million to $240 million.Geron Corporation stock price
Original: Geron shares drop after Q4 results miss estimates despite Rytelo growth
learningcurve2020
4月前
Geron Plans to Present at Upcoming Investor Conferences
February 23, 2026
PDF Version
FOSTER CITY, Calif., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a commercial-stage biopharmaceutical company aiming to change lives by changing the course of blood cancer, today announced that members of the management team are scheduled to present at the following investor conferences:
TD Cowen 46th Annual Healthcare Conference
Fireside Chat on Monday, March 2 at 1:10 p.m. ET in Boston, MA
Barclays 28th Annual Global Healthcare Conference
Fireside Chat on Tuesday, March 10 at 10:30 a.m. ET in Miami, FL
Leerink Partners Global Healthcare Conference
In-Person Meetings on Wednesday, March 11 in Miami, FL
A live and archived audio webcast of each fireside chat will be available through the Investors & Media section of Geron’s website at www.geron.com.
learningcurve2020
4月前
February 11, 2026
FOSTER CITY, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a commercial-stage biopharmaceutical company aiming to change lives by changing the course of blood cancer, today announced that it will release its fourth quarter and full year 2025 financial results and business highlights before the market opens on Wednesday, February 25, 2026 via press release, which will be available on the Investors and Media section of the Company’s website. Geron will host a conference call and webcast at 8:00 a.m. Eastern Time.
Dapper1
4月前
I have owned and traded GERN since 2013, just after the Mayo Clinic results were released. It has been a wild ride, but an extremely profitable one for me...glad I was accumulating below $1.20 a few weeks ago, today was confirmation that it was a gift at those low levels. Can't wait to see this name really squeeze the shorts who have controlled it for many years...imo, again 2026 should be a stellar for GERN shareholders...LG! GLTA!
Dapper1
Re: None
Wednesday, December 17, 2025 10:19:09 PM
Post# of 8025
GERN, saw some heavy volume and a nice 4.5% up tick in a very red market today! IMO, in 2026 we should see the stock price much higher. LG
Bullish
learningcurve2020
7月前
>>Regarding the EU, we remain excited. I mean, we do have an approval in the EU, which really sets us apart. We are very excited about that. We want to make sure that we are good stewards for our investments. That is where the focus at this point of our own internal efforts are on the U.S., obviously, for two reasons: U.S. being the largest market, but also the fact that iMERG has had a much more robust usage in Europe rather than in the U.S.
learningcurve2020
7月前
Geron Shrinks Quarterly Losses And Meets Revenue Goals
>>Geron’s Q3 2025 update paints a picture of a company making real progress. Revenue reached $47.2 million, driven almost entirely by RYTELO, though overall demand dipped 3% year-on-year. Net losses improved to $18.4 million from $26.4 million last year, while earnings per share came in at -$0.03. Operating loss was also better than expected, landing at $13.88 million versus analysts’ forecasts of $17.30 million. With annual expenses projected to hit up to $260 million, Geron’s focus is on maintaining RYTELO sales and reining in costs. Looking ahead, investors are eyeing data from the IMpactMF trial, with a key readout due in late 2026.
>> Geron’s path highlights a growing trend in biotech, where consistent drug launches and solid cost control spark confidence even ahead of big clinical milestones. With financial discipline and targeted therapies keeping companies afloat, Geron’s progress is one more signpost for the sector’s evolving playbook.
https://finimize.com/content/geron-shrinks-quarterly-losses-and-meets-revenue-goals
>>Outlook & Guidance
Geron has revised its full-year 2025 operating expense guidance downward to $250-$260 million from the previous $270-$285 million, signaling efforts to manage costs effectively. Looking ahead, the company is positioning 2026 as a growth year, with plans to expand Rytelo’s market reach and prepare for European commercialization.
>> During the quarter, demand for Rytelo was down 3% compared to last quarter. New patient starts in first and second line increased to 36% compared to 30% in Q2. However, new patient starts did not offset the discontinuations we saw from patients using Rytelo in later line. It is clear we have work to do on establishing Rytelo as a second-line therapy in eligible patients with low-risk MDS and educating HCPs on treatment management. Prescribing accounts increased by 15% in the quarter, with approximately 150 new ordering accounts added in Q3, expanding our footprint to 1,150 accounts. Lastly, we completed the first shipment of Rytelo to Germany under a named patient early access program. We’re preparing for the planned commercialization of Rytelo in select European Union markets in 2026.
https://www.investing.com/news/transcripts/earnings-call-transcript-geron-q3-2025-reveals-revenue-miss-stock-dips-93CH-4333851
learningcurve2020
8月前
Gonna have to give the new CEO and his team a little more time probably. We need EU sales.
>>In other recent news, Geron Corporation reported its first-quarter 2025 earnings, meeting analysts’ expectations with an earnings per share (EPS) of -0.03. However, the company’s revenue fell short of projections, coming in at $39.6 million compared to the anticipated $50.46 million. The company’s stockholders approved amendments to its equity incentive and employee stock purchase plans, increasing the share reserve, which reflects Geron’s strategy to incentivize and retain employees. Additionally, Geron presented new data on its drug RYTELO® at major oncology conferences, highlighting its efficacy in treating lower-risk myelodysplastic syndromes (LR-MDS) and progress in myelofibrosis trials.
Geron is also focusing on the commercialization of RYTELO, which saw a 10% demand increase in April, and is expanding its commercial field team to enhance market penetration. The company is preparing for potential launches in selected European countries by 2026. Furthermore, Geron’s ongoing trials, including IMpactMF, are exploring the potential of imetelstat, RYTELO’s active ingredient, for treating myelofibrosis, with preliminary data indicating promising results. Despite the revenue miss, the company maintains a strong cash position with $457.5 million in cash and equivalents as of the end of the first quarter. These developments underscore Geron’s strategic efforts to address market challenges and explore new growth opportunities.
learningcurve2020
8月前
>>FOSTER CITY, Calif.--(BUSINESS WIRE)-- Geron Corporation (Nasdaq: GERN), a commercial stage biopharmaceutical company aiming to change lives by changing the course of cancer, today announced that it will release its third quarter financial results and business highlights before the market opens on Wednesday, November 5, 2025 via press release, which will be available on the Company’s website at www.geron.com/investors. Geron will host a conference call and webcast at 8:00 a.m. Eastern Time.
Dapper1
8月前
$GERN "According to the latest SEC 13F filing for Q2 2025 (ended June 30, 2025), Aberdeen Group plc increased its holdings in Geron Corporation (NASDAQ: GERN) by 89.2%, adding 3,293,179 shares to reach a total of 6,985,932 shares (approximately 6.99 million). At the quarter-end share price of about $1.41, this stake was valued at roughly $9,850,000 (nearly $9.85 million). This data is confirmed in financial reports summarizing institutional ownership changes."
learningcurve2020
9月前
For what it’s worth.
>>Valuation Analysis: A Discounted Opportunity
Despite RYTELO’s growth and pipeline progress, GERN
GERN
-1.43%
trades at a P/S ratio of 5.4x, well below its peer average of 6.5x and the biotech industry average of 8.7x [3]. This discount reflects the market’s skepticism about RYTELO’s long-term potential and the company’s current net loss position (P/E of -10.77) [4]. However, the stock is trading well below its estimated fair value of $12.71, creating a compelling risk/reward profile.
Analyst price targets further underscore this imbalance. The average target of $3.63 implies a 159% upside from the current price of $1.40, with some estimates as high as $9.00 [3]. While these targets are optimistic, they align with RYTELO’s market expansion and the completion of the IMpactMF trial.
https://www.ainvest.com/news/geron-corporation-gern-high-conviction-buy-strong-q2-results-2508/