Geron Corporation Presents RYTELO® Study Results at EHA 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2026
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Source: Newsfilter
- Clinical Study Results: A study conducted at Moffitt Cancer Center demonstrated that RYTELO® (imetelstat) achieved a 37.5% red blood cell transfusion independence rate in 40 patients with lower-risk myelodysplastic syndromes (LR-MDS), indicating strong safety and efficacy, thereby reinforcing its position as a treatment option.
- Importance of Treatment Sequencing: The research indicated that using RYTELO® within the first three lines of therapy showed a trend towards improved responses, which not only provides critical data support for clinical practice but may also influence future treatment strategies, helping physicians optimize patient care.
- Future Presentation Plans: Geron will present additional findings related to RYTELO® at the EHA 2026 and ASCO 2026 meetings, including updates on clinical programs for myelodysplastic syndromes and acute myeloid leukemia, which will further support the company's ongoing development in the blood cancer sector.
- Market Outlook: With RYTELO® approved in the U.S. and EU, Geron is focused on enhancing its market share among lower-risk MDS patients through further clinical research and marketing efforts, which is expected to yield significant commercial growth potential for the company.
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Analyst Views on GERN
Wall Street analysts forecast GERN stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 1.250
Low
4.00
Averages
4.00
High
4.00
Current: 1.250
Low
4.00
Averages
4.00
High
4.00
About GERN
Geron Corporation is a commercial-stage biopharmaceutical company. The Company develops first-in-class telomerase inhibitor, RYTELO (imetelstat) for the treatment of adult patients with low- to intermediate-1 risk myelodysplastic syndromes (lower-risk MDS), with transfusion-dependent (TD) anemia requiring four or more red blood cell units over eight weeks who have not responded to or have lost response to or are ineligible for erythropoiesis-stimulating agents (ESAs). RYTELO is supported by the high unmet need in lower-risk MDS, including the observed benefit of RYTELO in difficult-to-treat subpopulations, such as patients with high transfusion burden and ring sideroblast negative (RS-) patients. It is also engaged in conducting a pivotal Phase III clinical trial of imetelstat in JAK-inhibitor relapsed/refractory myelofibrosis (R/R MF), as well as studies in other myeloid hematologic malignancies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Anti-Aging Therapy Progress: Avaí Bio and Austrianova have completed the Master Cell Bank (MCB) of α-Klotho protein-overexpressing cells, marking a significant milestone that will advance clinical trial processes aimed at addressing aging-related diseases through cell therapy.
- Focus on Neurodegenerative Diseases: The neurodegenerative disease treatment market is projected to grow from $58.4 billion in 2025 to nearly $85 billion by 2032, reflecting a surge in investment towards disease-modifying therapies, particularly in Alzheimer's and Parkinson's disease.
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Geron Corporation Presents RYTELO® Study Results at EHA 2026
- Clinical Study Results: A study conducted at Moffitt Cancer Center demonstrated that RYTELO® (imetelstat) achieved a 37.5% red blood cell transfusion independence rate in 40 patients with lower-risk myelodysplastic syndromes (LR-MDS), indicating strong safety and efficacy, thereby reinforcing its position as a treatment option.
- Importance of Treatment Sequencing: The research indicated that using RYTELO® within the first three lines of therapy showed a trend towards improved responses, which not only provides critical data support for clinical practice but may also influence future treatment strategies, helping physicians optimize patient care.
- Future Presentation Plans: Geron will present additional findings related to RYTELO® at the EHA 2026 and ASCO 2026 meetings, including updates on clinical programs for myelodysplastic syndromes and acute myeloid leukemia, which will further support the company's ongoing development in the blood cancer sector.
- Market Outlook: With RYTELO® approved in the U.S. and EU, Geron is focused on enhancing its market share among lower-risk MDS patients through further clinical research and marketing efforts, which is expected to yield significant commercial growth potential for the company.
See More
Geron Reports Q1 Earnings Beat Expectations
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- Demand Growth: RYTELO demand grew by 6% in Q1 2026 compared to Q4 2025, suggesting an increase in product acceptance in the market, which may lay the groundwork for future sales growth.
- Customer Base Expansion: The number of ordering accounts increased by approximately 12% in Q1 2026 to about 1,450, reflecting success in customer acquisition and market penetration strategies.
- Future Outlook: The company expects RYTELO net product revenue for fiscal year 2026 to be in the range of $220 million to $240 million, while total operating expenses are anticipated to be between $230 million and $240 million, demonstrating cautious optimism regarding future financial health.
See More
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- Revenue Growth Expectations: The anticipated revenue for Q1 is $50.59 million, reflecting a 27.8% year-over-year increase, which, despite minimal overall sales growth, may indicate a gradual market acceptance of its products.
- Earnings Forecast Revisions: Over the past three months, EPS estimates have seen one upward revision with no downward adjustments, suggesting cautious optimism among analysts regarding the company's future performance, although revenue estimates have faced four downward revisions, highlighting concerns about revenue growth.
- Market Reaction: Geron has previously missed earnings expectations, resulting in a decline in stock price, and analysts' views on its future performance have become more conservative, reflecting investor skepticism about the company's outlook.
See More
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- 2025 Revenue Performance: GERN reported a net revenue of $48 million in Q4 2025, contributing to a total of $184 million for the year, marking a successful first full commercial year for RYTELO, although operating expenses reached $255 million, highlighting profitability challenges.
- Future Revenue Guidance: The company projects RYTELO net revenue for 2026 to be between $220 million and $240 million, reflecting optimistic expectations for market demand, while operating expenses are expected to decrease by $20 million, indicating efforts in cost control.
- Cash Flow and Financial Flexibility: As of December 31, 2025, GERN holds approximately $400 million in cash and equivalents, enhancing the company's financial flexibility to make strategic investments in a competitive market.
- Market Expansion Strategy: GERN is focusing on approximately 8,000 second-line lower-risk MDS patients and plans to enhance market share by refining messaging and targeting high-volume accounts, despite uncertainties surrounding the European market strategy.
See More
Cell Therapies Propel Growth in Anti-Aging Market
- Market Growth Potential: The global cell therapy market was valued at approximately $4.7 billion in 2023 and is expected to exceed $20 billion by 2030, indicating strong interest from biotech firms and investors in cellular repair and regeneration therapies.
- Anti-Aging Therapy Progress: Avaí Bio, in collaboration with Austrianova, has completed the Master Cell Bank (MCB) of α-Klotho protein-overexpressing cells, marking a significant milestone that will advance clinical trial processes aimed at developing cell therapies for age-related diseases.
- Focus on Neurodegenerative Diseases: Analysts project the neurodegenerative disease treatment market will grow from $58.4 billion in 2025 to $85 billion by 2032, reflecting a surge in investment towards disease-modifying therapies, particularly in Alzheimer's and Parkinson's disease.
- Clinical Trial Developments: BioAge Labs' BGE-102 demonstrated significant reductions in inflammatory biomarkers in its Phase 1 trial, with plans to initiate a Phase 2 cardiovascular risk trial in the first half of 2026 to further validate its therapeutic potential.
See More
Cell Therapies Propel Growth in Anti-Aging Market
- Market Potential: The global cell therapy market was valued at approximately $4.7 billion in 2023 and is expected to exceed $20 billion by 2030, indicating strong interest from biotech firms and investors in cellular repair and regeneration therapies.
- Anti-Aging Therapy Progress: Avaí Bio and Austrianova have completed the Master Cell Bank (MCB) of α-Klotho protein-overexpressing cells, marking a significant milestone that will advance clinical trial processes aimed at addressing aging-related diseases through cell therapy.
- Focus on Neurodegenerative Diseases: The neurodegenerative disease treatment market is projected to grow from $58.4 billion in 2025 to nearly $85 billion by 2032, reflecting a surge in investment towards disease-modifying therapies, particularly in Alzheimer's and Parkinson's disease.
- New Clinical Trial Developments: BioAge Labs' BGE-102 demonstrated significant reductions in inflammatory biomarkers in its Phase 1 trial, with plans to initiate a Phase 2 cardiovascular risk trial in the first half of 2026 to further validate its therapeutic potential.
See More
Geron Corporation Presents RYTELO® Study Results at EHA 2026
- Clinical Study Results: A study conducted at Moffitt Cancer Center demonstrated that RYTELO® (imetelstat) achieved a 37.5% red blood cell transfusion independence rate in 40 patients with lower-risk myelodysplastic syndromes (LR-MDS), indicating strong safety and efficacy, thereby reinforcing its position as a treatment option.
- Importance of Treatment Sequencing: The research indicated that using RYTELO® within the first three lines of therapy showed a trend towards improved responses, which not only provides critical data support for clinical practice but may also influence future treatment strategies, helping physicians optimize patient care.
- Future Presentation Plans: Geron will present additional findings related to RYTELO® at the EHA 2026 and ASCO 2026 meetings, including updates on clinical programs for myelodysplastic syndromes and acute myeloid leukemia, which will further support the company's ongoing development in the blood cancer sector.
- Market Outlook: With RYTELO® approved in the U.S. and EU, Geron is focused on enhancing its market share among lower-risk MDS patients through further clinical research and marketing efforts, which is expected to yield significant commercial growth potential for the company.
See More
Geron Reports Q1 Earnings Beat Expectations
- Earnings Highlights: Geron reported a Q1 GAAP EPS of -$0.01, beating expectations by $0.01, with revenue of $51.84 million, reflecting a 30.9% year-over-year increase and surpassing estimates by $1.25 million, indicating a positive trend in financial performance.
- Demand Growth: RYTELO demand grew by 6% in Q1 2026 compared to Q4 2025, suggesting an increase in product acceptance in the market, which may lay the groundwork for future sales growth.
- Customer Base Expansion: The number of ordering accounts increased by approximately 12% in Q1 2026 to about 1,450, reflecting success in customer acquisition and market penetration strategies.
- Future Outlook: The company expects RYTELO net product revenue for fiscal year 2026 to be in the range of $220 million to $240 million, while total operating expenses are anticipated to be between $230 million and $240 million, demonstrating cautious optimism regarding future financial health.
See More
Geron Corporation Q1 Earnings Announcement Scheduled
- Earnings Release Date: Geron Corporation is set to announce its Q1 earnings on May 6 before market open, with a consensus EPS estimate of -$0.02, indicating ongoing challenges in profitability.
- Revenue Growth Expectations: The anticipated revenue for Q1 is $50.59 million, reflecting a 27.8% year-over-year increase, which, despite minimal overall sales growth, may indicate a gradual market acceptance of its products.
- Earnings Forecast Revisions: Over the past three months, EPS estimates have seen one upward revision with no downward adjustments, suggesting cautious optimism among analysts regarding the company's future performance, although revenue estimates have faced four downward revisions, highlighting concerns about revenue growth.
- Market Reaction: Geron has previously missed earnings expectations, resulting in a decline in stock price, and analysts' views on its future performance have become more conservative, reflecting investor skepticism about the company's outlook.
See More
GERN Reports 2025 Financial Highlights and Future Guidance
- 2025 Revenue Performance: GERN reported a net revenue of $48 million in Q4 2025, contributing to a total of $184 million for the year, marking a successful first full commercial year for RYTELO, although operating expenses reached $255 million, highlighting profitability challenges.
- Future Revenue Guidance: The company projects RYTELO net revenue for 2026 to be between $220 million and $240 million, reflecting optimistic expectations for market demand, while operating expenses are expected to decrease by $20 million, indicating efforts in cost control.
- Cash Flow and Financial Flexibility: As of December 31, 2025, GERN holds approximately $400 million in cash and equivalents, enhancing the company's financial flexibility to make strategic investments in a competitive market.
- Market Expansion Strategy: GERN is focusing on approximately 8,000 second-line lower-risk MDS patients and plans to enhance market share by refining messaging and targeting high-volume accounts, despite uncertainties surrounding the European market strategy.
See More
