GERN · Geron Corp
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Geron reported Q2 2026 RYTELO net revenue of $57.5M (+17% YoY, +11% QoQ) with 5% demand growth and ~8% more ordering accounts (~1,575), and now expects to land at the mid-to-high end of its $220–240M full-year RYTELO revenue guidance. The company is evaluating a modification to the interim event threshold for the Phase 3 IMpactMF trial, with projected timelines unchanged; first-half operating expenses fell 4% as net revenue rose 24%, and cash stood at ~$327M.
- + RYTELO Q2 net revenue grew 17% YoY and 11% QoQ to $57.5M, with first-half revenue up ~24% YoY.
- + Management now expects to come in at the mid-to-high end of 2026 RYTELO net product revenue guidance of $220–240M.
- + RYTELO demand grew 5% QoQ and ordering accounts rose ~8% to ~1,575, marking a third straight quarter of demand growth.
- + First-half total operating expenses fell 4% while net revenue rose 24%, signaling operating leverage.
- + Balance sheet remains strong with ~$327M in cash and securities, expected to fund operations for the foreseeable future.
- − Gross-to-net deductions rose to 20.7% in Q2 from 15.3% a year ago, narrowing net realized price.
- − Company is evaluating a modification to the interim event threshold for the Phase 3 IMpactMF trial, introducing uncertainty around interim timing, with base case still final OS analysis in H2 2028.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Biotechnology — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GERN
this stock
Geron Corp
|
$809.52M | -6.8% | -82.7% | — | 12.9% |
|
VRTX
Vertex Pharmaceuticals Inc / Ma
|
$133.37B | +15.3% | +46.2% | 30.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$81.13B | -1.8% | +20.8% | 19.5 | 2.5% |
|
MRNA
Moderna, Inc.
|
$79.40B | +553.0% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$61.25B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GERN | -0.8% | -16.9% | -30.1% | -17.5% | -6.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.1% | -17.0% | -42.3% | -16.9% | -18.7% |