Geron Q4 revenue rises slightly, operating income misses estimates

Geron

25/02/2026 12:10

Overview

Biopharmaceutical firm's Q4 2025 product revenue reached $48 mln, up from $47.5 mln in Q4 2024

Company's Q4 operating income missed analyst estimates

Company implemented one-third workforce reduction, incurring $17 mln in restructuring charges

Outlook

Geron expects 2026 RYTELO revenue between $220 mln and $240 mln

Company anticipates 2026 operating expenses of $230 mln to $240 mln

Geron to focus on U.S. growth and international expansion for RYTELO

Result Drivers

RYTELO DEMAND GROWTH - Geron reported a 9% increase in RYTELO demand in Q4 2025 compared to Q3 2025

EXPANDED ORDERING ACCOUNTS - Increased ordering accounts by 150 in Q4 2025 to approximately 1,300

STRATEGIC ACTIONS - CEO Harout Semerjian noted strategic actions taken in H2 2025 to drive demand growth and lower operating expenses

Company press release: ID:nGNX467BcC

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Product Revenue
$48.01 mln
Q4 EPS
-$0.05
Q4 Net Income
-$31.14 mln
Q4 Operating Income
Miss
-$27.82 mln
-$24.02 mln (6 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy"

Wall Street's median 12-month price target for Geron Corp is $3.50, about 79.5% above its February 24 closing price of $1.95

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)