Geron Corporation is an advanced-stage biopharmaceutical company dedicated to the creation and market introduction of treatments for myeloid blood cancers. Its primary ...
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Est. EPS $-0.01 · Revenue $60.70M · 2 analysts
Est. EPS $-0.00 · Revenue $66.27M · 4 analysts
Est. EPS $-0.04 · Revenue $236.29M · 3 analysts
Est. EPS $0.01 · Revenue $76.26M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $183.9M | +138.8% | +10.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-85.8M | +50.9% | -358.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +97.4% | -1.0% | -13.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -29.3% | +87.0% | -4675.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -46.7% | +79.4% | -313.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-111.1M | +49.3% | +74.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -60.4% | +78.8% | +77.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 111.4% | +156.5% | -49.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.66x | -16.1% | +2.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $570.5M | -3.9% | -2.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.13 vs -0.10 | -30.0% | -0.02 vs -0.01 | -125.2% |
| Revenue Surprise | $183.9M vs $186.3M | -1.3% | $57.5M vs $55.3M | +3.9% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | Spiegel Robert J. | director | Common Stock | A | 6,103 | $1.28 |
| May 20, 2026 | Spiegel Robert J. | director | Stock Option (right to buy) | A | 220,000 | $1.26 |
| May 20, 2026 | O'Farrell Elizabeth G. | director | Stock Option (right to buy) | A | 220,000 | $1.26 |
| May 20, 2026 | Molineaux Susan | director | Stock Option (right to buy) | A | 220,000 | $1.26 |
| May 20, 2026 | McDonald John F | director | Stock Option (right to buy) | A | 220,000 | $1.26 |
Operator: Hello, and welcome to the Geron Corporation Second Quarter 2026 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to turn the call over to Dawn Schottlandt, SVP, Investor Relations and Corporate Affairs. Dawn Schottlandt: Good morning, everyone. Welcome to the Geron Corporation Second Quarter 2026 Earnings Conference Call. Before we begin, please note that during the course of this presentation and question-and-answer session, we will be making forward-looking statements regarding future events, performance, plans, expectations and other projections, including those related to our 2026 financial guidance, our current RYTELO commercialization strategy and related opportunities in the U.S. and the EU, the therapeutic potential of RYTELO, other anticipated clinical and commercial events and related timelines, the sufficiency of our financial resources and other statements that are not historical facts, which, of course, involve risks and uncertainties that could cause actual events, performance and results to differ materially from those contained in these forward-looking statements. Therefore, I refer you to the risks and uncertainties described in today's earnings release and under the heading Risk Factors in Geron's most recent periodic reports filed with the SEC, which identify important factors that could cause actual results to differ materially from those contained in these forward-looking statements and future updates to Geron's risks and uncertainties disclosures, including in its upcoming quarterly report on Form 10-Q. Geron undertakes no duty or obligation to update its forward-looking statements. Joining me on today's call are several members of Geron's management team: Harout Semerjian, Chief Executive Officer; Ahmed ElNawawi, our Chief Commercial Officer; Dr. Joseph Eid, Executive Vice President of Research and Development and Chief Medical Officer; and Michelle Robertson, our Chief Financial Officer. With that, I'll turn the call over to Harout to discuss Geron's progress and strategy. Harout Semerjian: Thank you, Dawn, and good morning, everyone. Our second quarter results demonstrate the continued progress we are making and the momentum we are building as we execute our strategy outlined at the beginning of the year. We delivered another quarter of net revenue growth, expanding RYTELO's reach to more eligible patients, strengthened the clinical evidence supporting RYTELO, continued investing in future growth opportunities, all while remaining financially disciplined. Let me start with our commercial performance. Second quarter net revenue increased 17% year-over-year and 11% quarter-over-quarter to $57.5 million. Through the first half of 2026, net revenue grew by approximately 24% compared to the same period a year ago, demonstrating sales momentum as our refocused commercial strategy gains traction. During the quarter, we continued to expand awareness …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Joseph Emile Eid | Executive Vice President of Research & Development and Chief Medical Officer | USD 1,001,052 | — | 1967 | Active |
Michelle J. Robertson | Executive Vice President, Chief Financial Officer, Treasurer and Principal Financial & Accounting Officer | USD 810,552 | Female | 1967 | Active |
Harout Semerjian | Chief Executive Officer, President & Director | USD 526,355 | Male | 1970 | Active |
Timothy Williams | Executive Vice President, Chief Legal Officer & Corporate Secretary | USD 485,317 | Male | 1977 | Active |
Ahmed ElNawawi | Executive Vice President & Chief Commercial Officer | USD 307,934 | Male | 1981 | Active |
Aron Feingold | Vice President of Investor Relations & Corporate Communications | — | Female | — | Active |
Shannon Odam | Executive Vice President & Chief People Officer | — | Female | 1975 | Active |
Dawn Schottlandt | Senior Vice President of Investor Relations & Corporate Affairs | — | Female | — | Active |
Bryan Ridgell | Senior Vice President of Portfolio & Project Management and Chief of Staff | — | Male | — | Active |
Shanthakumar Tyavanagimatt | Senior Vice President & Chief Technical Officer | — | Male | — | Active |
FOSTER CITY, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a commercial stage biopharmaceutical company, today reported that, effective August 17, 2026, it granted stock options to purchase an aggregate of 311,250 shares of common stock to six newly hired employees as an inducement material to such employees' acceptance of employment with Geron.
Genron Corp. reported Q2'26 net product revenues of $57.5M from U.S. sales of Rytelo, up 11% from Q1'26. GERN's management did not increase its 2026 revenue guidance, but did suggest revenues were likely to reach the mid- to high-end of that guidance. A potential competitor in myelofibrosis, KPTI, is looking to file for approval in frontline myelofibrosis, while GERN is running its phase 3 study in relapsed/refractory myelofibrosis.
Geron (NASDAQ: GERN - Get Free Report) and Shattuck Labs (NASDAQ: STTK - Get Free Report) are both small-cap healthcare companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, dividends, risk, valuation, earnings and institutional ownership. Valuation and Earnings This table compares Geron and
Geron Corporation (GERN) Q2 2026 Earnings Call Transcript
Geron (GERN) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.02 per share a year ago.
