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GERN · Geron Corp

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$0.97 -0.03 (-2.72%) At close · Nov 13
Market Cap
$622.98M
Shares
644.24M
Volume · Nov 13 7.1M Avg daily vol (3M) 12.1M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$0.97 Open$0.99 Day$0.95–0.99 52W close$0.89–1.95 Avg vol 30d14.2M Short int67.0M · 10.4% of shares · 3.9d Short vol49% Last earningsNov 4, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 4

Up next

Feb 24, 2027 Est · unconfirmed · in 14 wks

Latest documents

2026
Nov 10
Investor event
Geron targets Germany launch after quarterly revenue tops $60 million

Geron said quarterly net revenue topped $60 million and plans a commercial sale in Germany before the end of the year. Rytelo reached 1,700 accounts, while first- or second-line patients represented 36% of its patient population.

6 source passages
From Geron, we have CEO Harut Submersion, and we have Joseph Ede, who heads up the R&D effort at the company. we're quite excited that our net revenue has now cracked the $60 million for the quarter. Okay. We can just jump right into Rytelo. Focus on low-risk MDS specifically. And now we've reached 1,700 accounts, which is a very important aspect because, you know, every quarter we're growing another, you know, call it 100 to 200 accounts, new accounts that have never ordered Ritello before and now are ordering Ritello. Currently, it stands at 36%. So more than one third of our patient population is coming from that first line, second line. And that's why we are in a position where last week we have announced that we're going to be in a position before end of the year to actually do a commercial sale in Germany. Open the document at this passage
Nov 4
Earnings call
Q3 revenue reached $60.1 million as European launch began

Geron reported third-quarter net revenue of $60.1 million, maintained 2026 net revenue guidance of $220 million to $240 million, began a gated European launch beginning with Germany, and lowered operating expense guidance to $220 million to $230 million.

5 source passages
Hello, and welcome to the Geron Corporation third quarter 2026 earnings call. In the third quarter, we continue to see increased prescribing from community practices leading to a quarter-over-quarter demand growth of 10% and net revenue growth of 5%, or $60.1 million. This performance keeps us on track to achieve the mid to high end of our full year 2026 net revenue guidance range of $220 million to $240 million and reinforces our confidence that Ritello has a long growth runway in the U.S. We initiated a gated commercial launch to make Ritello available in targeted European markets, beginning with Germany, where Ritello is expected to be commercially available by the end of this year. This discipline is enabling us to update our full year 2026 total operating expense guidance range from $220 million to $230 million. Open the document at this passage
Nov 4
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3 AI summary on its way
Revenue $60.19M ▲ 27.4% Net income $1.35M Diluted EPS $0.00
Nov 4
Current report 8-K
RYTELO revenue reaches $60.1 million as Geron posts net income

Geron Corporation reported third-quarter 2026 RYTELO net product revenue of $60.1 million and net income of $1.4 million, versus a net loss of $18.4 million a year earlier. It initiated a gated RYTELO launch in targeted European markets.

Financial results
3 source passages
Reported RYTELO net product revenue of $60.1 million in the third quarter of 2026. For the three months ended September 30, 2026, the Company reported a net income of $1.4 million, or $0.00 per share, compared to a net loss of $18.4 million, or $0.03 per share, for the three months ended September 30, 2025. Initiated a gated commercial launch to bring RYTELO to eligible LR-MDS patients in targeted European markets. Open the document at this passage
Oct 28
Current report 8-K
Other events

Geron Corporation discontinued the Phase 3 IMpactMF trial of imetelstat after the independent DMC said it was unlikely to meet the overall survival endpoint; no new safety signals required additional monitoring.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$29.48M
Trailing 12 months
Net income (TTM)
−$47.83M
Trailing 12 months
Revenue growth YoY
+27.4%
Year over year
Operating margin
-81,832.9%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+1.0%
Year over year · more shares
Price change (1Y)
-15.9%
Trailing year
Short interest
10.4%
Latest settlement · 3.9 days to cover
View all 125 metrics

AI Brief

Q2 FY26 earnings call · Aug 5, 2026
Q2 FY26

TL;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.

Bullish
  • + 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.
Bearish
  • − 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 advice
Overall
Strong Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Weak Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −31%
below
Price vs 50-day avg −18%
below
RSI (14) 40
neutral
MACD trend Positive
52-week position 7%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −17%
trailing
6-month return −24%
trailing
YTD return −27%
this year
Relative strength −25%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $1 › 200d $1 — 200d above 50d
Institutional flow Distributing
200 of 262 funds reported for Sep 30 · net -6.1M sh shares · +15 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.39% of shares out · ▼ -10.3% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
262 holders — mid 3-yr range
Squeeze score 52
elevated · 0–100
Fundamentals
Weak
Revenue growth −83%
Y/Y
EPS growth +52%
Y/Y
Free cash flow $-111.7M
Quant / Vol
risk profile
Very High
Volatility 67%
annualized · 1-yr
Max drawdown −54%
past year
ATR 7.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Aug 6, 2026
RYTELO net product revenue · fiscal year 2026 Maintained $220M – $240M
Feb 25, 2026 $220M – $240M changed to Aug 6, 2026 $220M – $240M
Total operating expenses · fiscal year 2026 Maintained $230M – $240M
Aug 5, 2026 $230M – $240M changed to Aug 6, 2026 $230M – $240M
Previous outlook earlier release · from the Earnings Call filed Aug 5, 2026

Still-open targets the latest release did not restate under the same label.

Total operating expense · 2026 $230M – $240M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
3 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−31% Bearish
Price vs 50-day avg
−18% Bearish
RSI (14)
40 Neutral
MACD trend
Positive Bullish
52-week position
7% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $1 › 200d $1 — 200d above 50d
Institutional flow Distributing
200 of 262 funds reported for Sep 30 · net -6.1M sh shares · +15 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
10.39% of shares out · ▼ -10.3% MoM · 3.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
262 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $1 Now $1 · 7% Range high $2
vs 200-day avg -31% vs 50-day avg -18%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Ordering accounts 1,575 Q2 2026 —
RYTELO demand growth 5% Q2 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Biotechnology — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
GERN
Geron Corp
this stock
$622.98M -26.7% -82.7% — 10.4%
VRTX
Vertex Pharmaceuticals Inc
$136.56B +18.8% +46.2% 34.7 1.9%
REGN
Regeneron Pharmaceuticals, Inc.
$98.84B +23.8% +20.8% 21.1 2.1%
MRNA
Moderna, Inc.
$90.38B +657.4% +4.3% — 8.2%
CSLLY
Csl Ltd
$66.05B — — — 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 section
Ownership
Institutional Holders Reducing
Holders
265
% held
73.3%
Reported
200 of 262
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
133
View
Short & Settlement
Short Interest Falling
Shares short
67.0M
Days to cover
3.9d
Change
-7.7M sh
View
Short Volume
Short vol %
49%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
23
Value
$30
As of
Sep 23, 2026
View
Off-Exchange
Off-exchange %
52.1%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$237.0K
Net income (FY)
$-83.5M
EPS diluted
$-0.13
View
Filings
SEC Filings
Latest
Investor Event Transcript
Filed
Nov 10, 2026
This year
22

Geron said quarterly net revenue topped $60 million and plans a commercial sale in Germany before the end of the year. Rytelo reached 1,700 accounts, while first- or second-line patients represented 36% of its patient population.

View
Proposed Sales
Value
$27.4K
Shares
20.0K
Filed
Dec 15, 2025
View
Earnings & Events
Webcasts
Last webcast
Nov 10, 2026
View
Investor Relations
Latest news
Geron Corporation Reports Third Q…
Published
Nov 4, 2026
View

Performance

5D 20D 120D MTD YTD
GERN -2.3% -17.4% -24.5% +8.1% -26.7%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -4.9% -16.2% -25.0% +8.3% -37.4%
Key facts CIK 886744 CUSIP 374163103 13F (30d) 204 filings 180 filers Visit website Investor relations