Here are the 10-Q quarterly reports from Geron Corp (GERN) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow GERN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GERN filings page.
Geron Corporation (GERN) reported RYTELO net product revenue of $60.1 million in Q3 2026, up 27% from $47.2 million; nine-month revenue was $169.4 million, up 25% from $135.6 million. It recorded quarterly net income of $1.35 million, versus a $18.428 million loss in 2025, while its nine-month net loss was $18.972 million versus $54.638 million.
Cash, cash equivalents, restricted cash and marketable securities totaled $339.4 million as of September 30, 2026, compared with $401.1 million at December 31, 2025. Geron believes those resources, with anticipated RYTELO net revenue, will fund projected operating requirements for the foreseeable future, based on current plans and assumptions. In October 2026, Geron discontinued Phase 3 IMpactMF after an independent Data Monitoring Committee concluded it was unlikely to meet the overall-survival primary endpoint. No new safety signals changing imetelstat’s known profile were observed in the trial arm. Geron said it cannot pursue regulatory approvals for relapsed/refractory myelofibrosis.
Geron Corporation reported Q3 2025 results, showing continued commercialization of RYTELO. Total revenues were $47.3 million, driven by net product revenue of $47.2 million. The company recorded a net loss of $18.4 million (basic and diluted loss per share of $0.03), narrowing from the prior year period.
Operating expenses reflected commercial scale-up: cost of goods sold were $1.0 million, research and development $21.1 million, and selling, general and administrative $39.0 million. As of September 30, 2025, Geron held $421.5 million in cash, cash equivalents, restricted cash and marketable securities, with inventory of $95.4 million supporting RYTELO supply. Noncurrent debt was $119.3 million, and stockholders’ equity stood at $248.7 million. Interest expense rose to $8.6 million in the quarter, reflecting financing costs alongside growing product sales.