Geron Corp. (GERN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.08+16.13%
Close 2026-11-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · GERN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Another quarter of strong RYTELO demand growth reinforces our confidence in the LR-MDS commercial opportunity and our ability to reach more second-line patients.
Stated in 2 of 2 supplied quarters. Management reported: “Revenues Total product revenue, net for the three months ended September 30, 2026, was $60.1 million, compared to $47.2 million for the three months ended September 30, 2025.” “These forward-looking statements involve risks and uncertainties that can cause actual results to differ materially from those in such forward-looking statements.” Revenue was $60.190 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Another quarter of strong RYTELO demand growth reinforces our confidence in the LR-MDS commercial opportunity and our ability to reach more second-line patients.”
““We are executing a focused strategy to build a leading hematology company, which starts with bringing RYTELO to more eligible patients impacted by LR-MDS in the U.S. Our team delivered a third conse…”
Geron now expects total operating expenses to be between $220 million and $230 million, down from its prior guidance range of $230 million to $240 million.
Stated in 2 of 2 supplied quarters. Management reported: “Geron now expects total operating expenses to be between $220 million and $230 million, down from its prior guidance range of $230 million to $240 million.” “Costs and Operating Expenses Total costs and operating expenses for the three months ended September 30, 2026, were $54.4 million, compared to $61.1 million for the three months ended September 30, 2025.” Operating income was $5.799 million in 2026-Q3.
“Geron now expects total operating expenses to be between $220 million and $230 million, down from its prior guidance range of $230 million to $240 million.”
“Geron also expects total operating expenses to be between $230 million and $240 million.”
As such, we have initiated a gated commercial launch to bring RYTELO to targeted EU markets with availability in Germany expected by the end of the year.
Stated in 2 of 2 supplied quarters. Management reported: “RYTELO is expected to be available in Germany later this year and France in 2027.” “RYTELO is expected to be available in Germany later this year and France in 2027.”
“As such, we have initiated a gated commercial launch to bring RYTELO to targeted EU markets with availability in Germany expected by the end of the year.”
“We also have the opportunity to create additional long-term value by expanding access to RYTELO in other geographies, advancing our Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis and pur…”
Exhibit 99.1 Geron Corporation Provides Update on Phase 3 IMpactMF Clinical Trial of Imetelstat in Relapsed/Refractory Myelofibrosis FOSTER CITY, Calif., – October 28, 2026 – Geron Corporation (Nasda…
Focus on increasing RYTELO net product revenue by expanding demand and patient access in the U.S. market.
Over the trailing year it converted 1.64x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-04.