Highest-materiality recent filing
Geron Q4 RYTELO revenue $48M, FY2025 $184M; guides FY2026 revenue $220-240M
Q4 2025 RYTELO net product revenue $48.0M; full year $183.6M. Net loss $31.1M in Q4, $85.8M for 2025.
Geron guides 2026 RYTELO revenue $220-240M; OPEX $230-240M
2026 RYTELO net product revenue expected $220-240M.
Geron cuts ~33% of workforce (~87 employees) under restructuring plan; $18M charges
Workforce reduction of approximately one-third of current ~260 employees; notifications started Dec 16, 2025.
Geron Q3 2025 RYTELO revenue $47.2M; net loss narrows to $18.4M; FY25 opex guidance lowered
RYTELO net product revenue $47.2M in Q3 2025 (vs $28.2M in Q3 2024); demand down 3% QoQ.
Geron Q2 net product revenue $49.0M, net loss narrows to $16.4M; new CEO named
Net product revenue of $49.0M from RYTELO in Q2 2025, up 24% QoQ; demand up 17% QoQ with over 1,000 ordering accounts.
Geron appoints Harout Semerjian as President and CEO, effective Aug 7, 2025
Harout Semerjian named President and CEO; replaces Dawn C. Bir, who remains on the Board.
Geron Q1: RYTELO revenue $39.4M; demand flat; EU approval granted for LR-MDS
RYTELO net product revenue $39.4M in Q1 2025; demand up only 1% vs prior 13 weeks due to inventory drawdown.
Geron appoints Dawn C. Bir as Interim CEO, approves $750K salary and 180K option award
Dr. Scarlett departed as President, CEO and Chairman on March 10; stays as employee through March 31.
Geron CEO and Chairman John A. Scarlett departs; Dawn C. Bir named Interim CEO
John A. Scarlett, M.D. concluded service as President, CEO and Chairman effective March 10, 2025; resigned from Board.
Q4 2024 net product revenue $47.5M from RYTELO; $76.5M cumulative since June 2024 launch.
Geron expects Q4 RYTELO revenue ~$45-46M; FY 2024 opex ~$250-260M, cash ~$500M
Preliminary Q4 2024 U.S. RYTELO net revenue expected $45M-$46M, first full quarter of launch.
Geron posts Q3 RYTELO revenue of $28.2M; secures up to $375M in financing
Net product revenue of $28.2M from RYTELO in first full quarter of U.S. launch.
Geron Q2 net loss $67.4M; RYTELO launch underway with ~160 patients treated by July 31
Net loss of $67.4M ($0.10 per share) for Q2 2024, compared to $49.2M ($0.09) in Q2 2023.
RYTELO approved for low-to-int-1 risk MDS with TD anemia requiring ≥4 RBC units/8 wks who failed/are ineligible for ESAs.
Geron Q1 net loss $55.4M ($0.09/shr); PDUFA for imetelstat June 16, 2024
Q1 net loss of $55.4M ($0.09/shr) vs $38.1M ($0.07/shr) in Q1 2023; revenue $304K.
Geron raises ~$150M in public offering of common stock and pre-funded warrants
Offering of 42M shares at $3.00 and pre-funded warrants for 8M shares at $0.001 exercise price.
Geron: FDA ODAC votes 12-2 in favor of imetelstat's benefit/risk for LR-MDS
ODAC voted 12 to 2 that imetelstat's clinical benefit/risk profile is favorable for TD anemia in LR-MDS.
Geron reports Q4/FY2023 results; cash $378M, PDUFA June 16, 2024 for imetelstat
Cash, cash equivalents and marketable securities of $378.1M as of Dec 31, 2023; cash runway into Q3 2025.
Effective March 10, 2025, the service of John A. Scarlett, M.D. as the President, Chief Executive Officer and Chairman of the Board of Directors (the “Board”) of Geron Corporation (the “Company” or “Geron”) concluded and, in connection therewith, Dr. Scarlett resigned from the Board.
In addition, effective March 10, 2025, Ms. Elizabeth G. O’Farrell, currently the Lead Independent Director of the Board, was appointed Chair of the Board.
Also, effective March 10, 2025, Dawn C. Bir, a current member of the Board, was appointed as the Interim President and Chief Executive Officer of Geron
Also, effective March 10, 2025, Dawn C. Bir, a current member of the Board, was appointed as the Interim President and Chief Executive Officer of Geron to serve in such capacity while the Company conducts a search for a permanent Chief Executive Officer.
In addition, effective March 10, 2025, Ms. Elizabeth G. O'Farrell, currently the Lead Independent Director of the Board, was appointed Chair of the Board.
Max materiality 0.90 · Median 0.70 · Most common event earnings