Earnings Releases·Nov 4, 2026, 7:12 AM ET

Geron Corporation — Third Quarter 2026 Earnings Summary

Reported Q3 2026 net product revenue of $60.1 million, up from $47.2 million in Q3 2025, while turning a net income of $1.4 million against a $18.4 million net loss in the prior year period.
Reiterated 2026 RYTELO revenue guidance at the mid-to-high end of $220 million to $240 million and lowered total operating expense guidance to $220 million–$230 million from $230 million–$240 million.
Discontinued the Phase 3 IMpactMF trial for relapsed/refractory myelofibrosis due to low likelihood of meeting primary endpoints, increasing reliance on RYTELO success in lower-risk MDS.
Initiated a gated commercial launch for RYTELO in European markets with Germany availability expected by end of 2026, while ending the quarter with $339.4 million in cash and marketable securities.