Key Points – Geron reported strong second-quarter performance, with revenue rising 17% year over year to $57.5 million and first-half revenue up approximately 24%.
The company ended the quarter with $327 million in cash, equivalents, restricted cash and marketable securities. – RYTELO demand increased 5% sequentially, while prescribing accounts grew 8% to about 1,575
Geron now expects 2026 RYTELO revenue toward the mid-to-high end of its existing $220 million–$240 million guidance range. – Geron continues advancing RYTELO’s real-world evidence and its Phase III IMpactMF myelofibrosis trial, while exploring European commercialization options. The company expects to update investors on its European strategy before the end of 2026. – Geron Corporation: FDA Approval Fuels Stock Price Surge Geron (NASDAQ:GERN) reported second-quarter net revenue of $57.5 million, up 17% from a year earlier and 11% sequentially, as the company continued to expand use of RYTELO among patients with lower-risk myelodysplastic syndromes, or MDS. Chief Executive Officer Harout Semerjian said first-half net revenue rose approximately 24% from the same period in 2025, while total operating expenses declined 4%.
The company ended the quarter with $327 million in cash, cash equivalents, restricted cash and marketable securities. – Geron Stock Doubles After Imetelstat Receives FDA Panel Approval “We delivered another quarter of net revenue growth, expanding RYTELO’s reach to more eligible patients,” Semerjian said. “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.” RYTELO Demand and Commercial Execution Geron said RYTELO demand increased 5% in the second quarter compared with the first quarter, marking its third consecutive quarter of demand growth. The number of prescribing accounts increased…