earnings
confidence high
sentiment positive
materiality 0.70
Geron Q4 RYTELO revenue $48M, FY2025 $184M; guides FY2026 revenue $220-240M
GERON CORP
2025-FY EPS reported
-$0.13
- Q4 2025 RYTELO net product revenue $48.0M; full year $183.6M. Net loss $31.1M in Q4, $85.8M for 2025.
- FY2025 ended with $401.1M cash; FY2026 guidance: RYTELO revenue $220-240M, total opex $230-240M.
- Q4 RYTELO demand grew 9% sequentially; ordering accounts increased by 150 to ~1,300.
- Recorded $17.0M restructuring charge in Q4 from workforce reduction of ~1/3.
- Announced three new publications and initial data expected H2 2026 from investigator-sponsored trials.