$GERN

Geron Corporation (GERN) will discontinue its Phase 3 IMpactMF trial for imetelstat in myelofibrosis after the Data Monitoring Committee advised it was unlikely to meet the primary survival endpoint. The company will analyze the data and share findings later. Geron remains focused on its commercial business and growing demand for RYTELO (imetelstat) in lower-risk myelodysplastic syndromes (LR-MDS).

Geron Corporation (GERN) presented data on imetelstat, its treatment for lower-risk myelodysplastic syndromes (LR-MDS), at two hematology conferences. A U.S. study showed 67% of 58 patients remained on treatment at six months. The company highlighted real-world evidence and clinical trial results, emphasizing global interest in imetelstat. Geron aims to expand its use in LR-MDS and other hematologic malignancies.

Analysts commented on Geron (GERN) and Fair Isaac (FICO). H.C. Wainwright maintained a Hold rating on GERN with a $1.50 target, while Wells Fargo reiterated a Buy on FICO with a $1350 target. GERN has a Strong Buy consensus and 233.1% upside, FICO has a Moderate Buy consensus and 56.3% upside.

Geron (GERN) anticipates RYTELO revenue near the high end of 2026 guidance, with over one-third of patients now in earlier treatment lines. The company plans to update its European strategy by year-end, considering partnerships or targeted commercial activities. Geron has $320M in cash and is evaluating business development opportunities. RYTELO is approved for certain myelodysplastic syndromes.

Geron Corp. (GERN) reported Q4 2025 revenue of $48M, missing estimates, with an EPS loss of $0.05. RYTELO sales grew 9% QoQ to $48M. The stock fell 10% premarket. Operating costs were $254.7M, with restructuring charges of $17M. Geron projects 2026 RYTELO revenue of $220M-$240M.

Geron Corp (GERN) shares rose 14.7% after the company issued its first full-year 2026 RYTELO revenue guidance of $220 million to $240 million. Geron reported Q2 revenue of $57.48 million and a net loss of $16.68 million. For the first half, revenue was $109.32 million with a $20.32 million net loss, alongside discussion of analyst price targets.

Simply Wall St reports Geron (GERN) issued 2026 earnings guidance tied to RYTELO net product revenue and released Q2 and half-year 2026 results on Aug 5. The article cites a $1.48 share price, guidance and updated revenue and net loss figures, and a “fair value” estimate of $3.40 versus $1.48, with a consensus price target of $3.625.

Geron (NASDAQ:GERN) said about 8,000 U.S. patients may be eligible for RYTELO in second-line, lower-risk MDS. The company guided 2026 RYTELO net product revenue to the mid-to-high end of $220 million to $240 million and expects operating expenses of $230 million to $240 million. Q2 gross-to-net deductions rose to 20.7%.

GERON CORP (GERN) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Geron Corporation Reports Second Quarter 2026 Financial Results and Recent Business Highlights August 5, 2026 Achieved $57.5 million in RYTELO ® (imetelstat) net product revenue in Q2 2026, an increase of 11% compared to Q1 2026 Reiterated 2026 RYTELO net product rev

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