Geron Q4 Earnings Call Highlights

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MarketBeat

Wed, February 25, 2026 astatine 10:03 AM CST 7 min read

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Geron reported beardown commercialized traction for RYTELO with Q4 nett gross of $48 million, full-year 2025 income of $184 million, and 2026 guidance of $220–$240 million, driven by 9% quarter-over-quarter request growth, a 13% summation successful prescribing accounts to ~1,300, and a strategical absorption connected the ~8,000 eligible second-line, lower-risk MDS patients successful the U.S.
Management projects reduced operating expenses for 2026 of $230–$240 million (about $20 cardinal little year-over-year astatine the midpoint), with currency and marketable securities of astir $400 million astatine year-end and entree to an further $125 million nether an amended indebtedness installation done July 30, 2026.
On the objective front, Geron supports implicit 10 investigator-sponsored trials and real-world grounds initiatives, expects archetypal RWE successful the second fractional of 2026, and anticipates the afloat enrolled IMpactMF proceedings to scope its interim “death event” trigger successful the second fractional of 2026 with a base-case last investigation successful H2 2028.
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Geron (NASDAQ:GERN) absorption utilized its fourth-quarter 2025 net telephone to outline however strategical alignment enactment completed successful 2025 is expected to enactment RYTELO request maturation successful 2026 portion lowering the company’s disbursal basal pursuing a December restructuring.

Chief Executive Officer Harout Semerjian said RYTELO nett gross successful the 4th fourth was $48 million, which helium described arsenic successful enactment with expectations. For the afloat twelvemonth 2025, Geron reported $184 million successful RYTELO nett revenue, which Semerjian called “a meaningful fig for a hematology cause successful its archetypal afloat commercialized year.”

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For 2026, the institution guided to RYTELO nett gross of $220 cardinal to $240 million, with an presumption of accordant quarter-over-quarter request growth. Chief Financial Officer Michelle Robertson added that Geron expects “a greater information of growth” successful the backmost fractional of the year.

Chief Commercial Officer Ahmed ElNawawi said RYTELO’s 2025 show provides a basal to “further turn request successful 2026.” He highlighted respective fourth-quarter commercialized metrics discussed connected the call, including 9% request growth versus the 3rd 4th and a 13% summation successful prescribing accounts, expanding Geron’s footprint to astir 1,300 accounts. Management besides said first- and second-line diligent starts connected a rolling 12-month ground were astir 30%.

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