Geron Corporation Reports 24% Revenue Increase in Q2 2025, Analysts See 150.10% Upside

Geron Corporation reported a 24% quarterly revenue increase in Q2 2025, with net revenues reaching $49 million. The company's financial growth is attributed to the heightened demand for their product, RYTELO. Analysts forecast a potential 150.10% upside for GERN stock, with a consensus recommendation rating of "Outperform."

Geron Corporation (Nasdaq: GERN), a commercial-stage biopharmaceutical company focused on blood cancer, reported robust financial results for the second quarter of 2025. The company's net product revenue from its flagship product, RYTELO®, reached $49.0 million, marking a 24% increase compared to the first quarter. This growth can be attributed to heightened demand for RYTELO, with quarter-over-quarter demand increasing by 17%, driven by new patient starts.

The company's strong performance was further underscored by the appointment of Harout Semerjian as incoming President and CEO. Semerjian brings extensive experience in commercial hematology and oncology, which Geron believes will bolster its commercial success. Dawn Carter Bir, the interim CEO, noted that the company's investments in commercial and medical affairs have contributed to the increased adoption of RYTELO.

Geron's Phase 3 clinical trial, IMpactMF, evaluating imetelstat in relapsed/refractory myelofibrosis, is over 95% enrolled and is expected to be fully enrolled by year-end. The company has also presented its findings at major oncology conferences, including the American Society of Clinical Oncology (ASCO) Annual Meeting and the European Hematology Association (EHA) Congress, further validating the potential benefits of RYTELO.

In terms of financials, Geron reported a net loss of $16.4 million for the three months ended June 30, 2025, compared to $67.4 million for the same period in 2024. Total product revenue was $49.0 million, up from $780,000 in the same period last year. Operating expenses for the quarter were $61.5 million, down from $70.2 million in 2024.

Analysts have forecasted a potential 150.10% upside for GERN stock, with a consensus recommendation rating of "Outperform." Geron will host a conference call on August 6, 2025, at 8:00 a.m. ET to discuss business updates and second quarter 2025 financial results.

References:
[1] https://sg.finance.yahoo.com/news/geron-corporation-reports-second-quarter-110100632.html
[2] https://ir.geron.com/investors/press-releases/press-release-details/2025/Geron-Corporation-Reports-Second-Quarter-2025-Financial-Results-and-Recent-Business-Highlights/default.aspx