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Geron Corp
F:GON

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Geron Corp
F:GON
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Price: 1.1045 EUR 0.09% Market Closed
Market Cap: €655.1m

Geron Corp
Investor Relations

Geron Corp is a biotechnology company focused on developing cancer and blood-disorder medicines, especially imetelstat, a drug designed to block telomerase. Its main goal is to turn this drug into approved treatments for patients with diseases such as certain bone marrow disorders and blood cancers. In plain terms, Geron is a drug developer, not a broad pharmaceutical company with a large portfolio of marketed products. The company makes money by advancing its drug candidates through testing, regulatory review, and, if successful, commercialization. That can include selling a drug itself, partnering with larger drug makers, or licensing rights in some cases. For now, its business is still centered on research, clinical development, and building a market for its lead therapy. What makes Geron different is that it is highly focused on one core scientific approach rather than many products. That can make the company more dependent on the success of a single medicine, but it also gives investors a clear story: if imetelstat works as planned, Geron can become a specialist supplier of a targeted therapy for patients with limited treatment options.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 6, 2026
AI Summary
Q1 2026

Revenue: RYTELO net revenue was $51.8 million in Q1 2026, up 31% year over year and 8% quarter over quarter, and management said the company remains on track to meet full-year revenue guidance.

Outlook: Geron reiterated 2026 guidance for RYTELO net revenue of $220 million to $240 million and total operating expenses of $230 million to $240 million, with more revenue growth expected in the back half of the year.

Demand: U.S. demand rose 6% quarter over quarter, prescribing accounts grew about 12%, and the company expanded to approximately 1,450 accounts as it pushed harder into second-line lower-risk MDS.

Europe: Management said it is exploring several options for launching RYTELO in Europe, including partnerships and newer commercial models, and expects to update investors before year-end.

Financial discipline: Total operating expenses were $50.4 million, down about 9% year over year, and cash ended the quarter at about $341 million after bonus, severance, and supply-chain investments.

Pipeline: The Phase III IMpactMF interim analysis is still expected in the second half of 2026, with overall survival as the primary endpoint and an earlier positive result described as upside.

Key Financials
RYTELO net revenue
$51.8 million
Total operating expenses
$50.4 million
Gross to net reductions
21%
Research and development expenses
$15 million
Selling, general and administrative expenses
$35.4 million
Cash, cash equivalents, restricted cash and marketable securities
$341 million
Prescribing accounts
approximately 1,450 accounts
Demand growth
6%
First- and second-line patient starts
33%
Estimated second-line U.S. patient opportunity
approximately 8,000 patients
2026 total operating expense guidance
$230 million to $240 million
2026 net revenue guidance
$220 million to $240 million
Earnings Call Recording
Other Earnings Calls

Management

Dr. John A. Scarlett M.D.
Chairman of the Board, President & CEO
No Bio Available
Dr. Andrew J. Grethlein Ph.D.
Executive VP & COO
No Bio Available
Mr. Scott Samuels
Executive VP, Chief Legal Officer & Secretary
No Bio Available
Ms. Shannon Odam
Senior VP & Chief People Officer
No Bio Available
Ms. Melissa A. Kelly Behrs
Executive VP of Business Operations & Chief Alliance Officer
No Bio Available
Mr. Edward E. Koval
Executive VP & Chief Business Officer
No Bio Available
Dr. Faye Feller M.D.
Executive VP & Chief Medical Officer
No Bio Available
Mr. James Ziegler M.B.A.
Executive VP & Chief Commercial Officer
No Bio Available
Dr. Joseph Emile Eid M.D.
Executive Vice President, Research & Development
No Bio Available

Contacts

Address
CALIFORNIA
Foster City
919 East Hillsdale Boulevard, Suite 250
Contacts
+16504737700.0
www.geron.com
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