Geron's Strategic Restructuring Plan Aims to Boost Rytelo Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Source: SeekingAlpha
Strategic Focus: Geron is restructuring to enhance the growth of its anemia treatment Rytelo (imetelestat) in the US and plans to expand its availability internationally, alongside initiating a phase 3 program for imetelestat in myelofibrosis.
Workforce Reduction: As part of the restructuring plan, Geron announced it will lay off a third of its 260 employees to streamline operations and focus on growth initiatives.
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Analyst Views on GERN
Wall Street analysts forecast GERN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GERN is 4.00 USD with a low forecast of 4.00 USD and a high forecast of 4.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 1.370
Low
4.00
Averages
4.00
High
4.00
Current: 1.370
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.
Geron Corporation (GERN) Projects $220M-$240M Net Revenue for Rytelo in 2026
- Financial Guidance: Geron Corporation anticipates net product revenue for Rytelo to range between $220 million and $240 million in 2026, reflecting the company's confidence in future revenue growth while also indicating efforts to reduce operating expenses.
- Operating Expense Control: Total operating expenses are expected to be between $230 million and $240 million in 2026, demonstrating progress in optimizing cost structures, thereby laying the groundwork for future profitability.
- Product Approval Status: Rytelo has been approved in the U.S. for treating lower-risk myelodysplastic syndrome (LR-MDS) with transfusion-dependent anemia and in the EU as a monotherapy for adult patients, showcasing its market potential.
- Market Outlook: With Rytelo's approvals across multiple regions, Geron Corporation is poised to seize market opportunities for treating low-risk MDS patients in the coming years, further driving overall company growth.
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Geron (GERN) Projects $220M-$240M Net Revenue from RYTELO by 2026
- Revenue Projection: Geron anticipates net product revenue from RYTELO (imetelstat) to range between $220 million and $240 million in 2026, reflecting confidence in market demand and future growth potential.
- Cost Management: Total operating expenses are expected to be between $230 million and $240 million in 2026, demonstrating cost optimization achieved through strategic restructuring aimed at enhancing financial stability.
- Market Strategy: CFO Michelle Robertson indicated that revenue growth for RYTELO will be driven by more focused targeting of healthcare providers and patients, with stronger performance expected in the second half of the year, highlighting the company's proactive market positioning.
- Restructuring Plan: Geron is implementing a strategic restructuring plan that includes laying off a third of its workforce to support RYTELO's commercial strategy and clinical development priorities, aiming to improve overall operational efficiency.
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