Geron Co.

Geron reported at the Cantor health conference continued revenue growth from RYTELO, three consecutive quarters of sequential growth, and raised its 2024 full-year forecast to $230–240 million. Operating expenses fell by 4% at the same time, and the company holds over $327 million in cash, with credit tranches unused. The commercial rollout is shifting from the academic setting to community practices, and RYTELO is increasingly being used earlier in treatment; gross-to-net discounts and international pricing remain sources of uncertainty. In parallel, a phase III study in myelofibrosis is underway with a planned interim overall survival analysis by the end of 2024 — a potentially transformative but longer-term catalyst. » Plus sur de.investing.com

Geron achieved 17% year-over-year net revenue growth for RYTELO and 24% net revenue growth in H1 2026 while cutting total operating expenses by 4%, driven by a refocused commercial push into high-volume community treatment centers. Management reiterated 2026 RYTELO revenue guidance at the mid-to-high end of $220–240 million, maintained total operating expense guidance of $230–240 million, and holds $327 million in cash to fund commercial investment. The company is evaluating an IMpactMF interim analysis event-threshold change with regulators, plans a gated European commercialization strategy, and expects final overall survival results in relapsed/refractory myelofibrosis in H2 2028. » Plus sur finance.yahoo.com

Geron reported revenue of $57.48 million in the second quarter of 2026, 4.1% above analysts' estimates, driven by higher RYTELO sales. Adjusted loss per share was $0.02, missing expectations by $0.01, while operating expenses in the first half fell 4%. Management expects to finish the year at the mid-to-upper end of its revenue guidance ($220–240 million) and sees continued commercial momentum despite ongoing losses. » Plus sur de.investing.com