Logotype for Geron Corporation

Geron (GERN) investor relations material

Geron Corporate presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Geron Corporation
Corporate presentation summary12 Jan, 2026

Strategic vision and financial guidance

  • Targeting $220M–$240M in 2026 net product revenue for RYTELO, with disciplined operating expenses of $230M–$240M and plans to leverage the balance sheet for innovation.

  • Expansion into relapsed/refractory myelofibrosis (R/R MF) is planned, contingent on positive Phase 3 ImpactMF trial results and regulatory approval, potentially doubling the addressable market.

RYTELO clinical profile and market positioning

  • RYTELO is a first-in-class telomerase inhibitor approved in the U.S. and EU for lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia.

  • Demonstrated 39.8% ≥8-week transfusion independence vs. 15% for placebo, with a median response duration of 52 weeks and a predictable, manageable safety profile.

  • NCCN guidelines recommend imetelstat (RYTELO) as a preferred second-line treatment and as a first-line option for ESA-ineligible patients.

Scientific and clinical development

  • Phase 3 IMerge trial showed durable transfusion independence and clinical benefit, with nearly half of responders experiencing almost a year without transfusions.

  • Treatment-emergent cytopenias are associated with clinical response and are generally manageable, supporting an on-target effect.

  • Ongoing pipeline includes studies in R/R MF, frontline MF, and AML, with key milestones expected in 2026 and 2028.

Refined targeting for 2nd-line LR-MDS patients
What drives confidence in IMpactMF OS endpoint?
How will 2026 OpEx be managed within guidance?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Geron earnings date

Logotype for Geron Corporation
Q4 202526 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Geron earnings date

Logotype for Geron Corporation
Q4 202526 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Geron Corporation focuses on the development and commercialization of therapeutics for myeloid hematologic malignancies. The company has a portfolio of drugs in clinical trials that address a number of blood cancers, including acute myeloid leukemia (AML) and Acute Lymphoblastic Leukemia (ALL). In AML, it develops GRN163L/GRN163L-AQ, which is an oral small molecule Bruton's tyrosine kinase inhibitor (BTKi) initially planned for regulatory filing in the U.S., Canada, and Europe in the third quarter 2014 to treat patients with previously treated AML with FLT3 -ITD or V617F mutation and in the fourth quarter 2014 to treat patients with relapsed or refractory pediatric AML with FLT3-ITD or V617F mutation; GRN703/GRN703-AQ, an oral inhibitor of both Btk and IgE Fcepsilon receptors (FCER1A), which is being developed to treat patients with eosinophil-related diseases, including allergic asthma and atopic dermatitis.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage