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Geron

GERN

Geron is a commercial-stage biopharmaceutical company focused on developing and commercializing first-in-class telomerase inhibitors for blood cancers.

Market cap
$949.45M+35.5%
Revenue$187.7M+537%
Net income-$67.3M+51.6%
EPS (diluted)-$0.11+47.6%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 5, 2026 (In 1 week)
Revenue estimate$55.3M
EPS estimate-$0.01

Financials

Q1 2026

Income statement

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Revenue$51.8M+30.9%
Operating income$158.0K+101%
Net income-$3.6M+81.6%
EPS (diluted)-$0.01+66.7%

Balance sheet

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Cash & equivalents$48.7M-12.2%
Total debt$134.0M+10.0%
Total equity$229.1M-14.6%
Total assets$534.1M-5.0%

Cash flow

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Operating cash flow-$62.9M-31.1%

Valuation & ratios

Valuation

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Market cap$949.45M+35.5%
Enterprise value$1.03B+24.9%
P/S5.1×

Returns & leverage

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Return on equity-27.1%-7.8pp
Debt / equity0.6×+0.1×
Current ratio6.8×-1.1×

Segments

By product

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Gross product revenue$65.4M+44.2%
Sales returns and allowances-$1.6M-1,308%
Government rebates-$1.7M-2,412%
Distributor service fees-$2.2M
Chargebacks-$8.2M

By segment

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Reportable Segment$51.8M+30.8%

Competitors

Profile

Geron is a commercial-stage biopharmaceutical company focused on developing and commercializing first-in-class telomerase inhibitors for blood cancers. Its lead product, RYTELO, utilizes Nobel Prize-winning science to inhibit the proliferation of malignant cells in hematologic malignancies. The company aims to modify the underlying course of disease in patients with high unmet clinical needs.

Competitive position

Geron holds a first-in-class position as the provider of the only approved telomerase inhibitor for lower-risk MDS.

GeographiesUnited States, European Union, Iceland, Norway, Liechtenstein
Customer segmentsAdult patients with lower-risk MDS, Relapsed/refractory myelofibrosis patients
Business modelDirect Product Sales, Research and Development
SuppliersSpecialized chemical manufacturers, Contract manufacturing organizations, Clinical research organizations
CustomersSpecialty distributors, Healthcare providers, Government and private payors
Listed1996
Employees141.0
CEOHarout Semerjian
Websitegeron.com
FilingsSEC EDGAR

Questions, answered.

What is Geron's market cap?
Geron (GERN) has a market capitalization of $949.5M and trades on NASDAQ.
What is Geron's revenue and profitability?
Geron generated $187.7M in trailing twelve-month revenue with a net loss of $67.3M, representing a net margin of -682.5%. These figures are based on the Q1 2026 filing.
Who are Geron's competitors?
Geron's key competitors include Incyte, Bristol-Myers Squibb, Keros Therapeutics, Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Who does Geron partner with?
Geron's notable partners include Tanner Pharma, Bristol-Myers Squibb.
Where is Geron headquartered?
Geron is headquartered in United States of America and employs approximately 141 people. It has been publicly traded since 1996.