- Geron posted RYTELO net product sales of $48 million in the fourth quarter, and the number of ordering accounts increased to roughly 1,300.
- In December, Geron initiated a workforce reduction affecting about one-third of employees, resulting in $17 million in restructuring charges.
- For 2026, Geron projects RYTELO revenue between $220 million and $240 million.
Geron Corp. (GERN) reported fourth-quarter and full-year 2025 results on Wednesday, highlighting rising sales of its blood cancer therapy RYTELO as the company sharpens its focus on expanding adoption in lower-risk myelodysplastic syndromes (LR-MDS).
Total revenue reached $48 million in the fourth quarter, with a loss per share (EPS) of $0.05. Both the metrics came in below the analysts’ consensus estimates of $50.88 million and a loss of $0.04, respectively, according to Fiscal AI data.
RYTELO Sales And Demand Climb
However, Geron posted RYTELO net product sales of $48 million for Q4 and $183.6 million for the full year. Demand rose 9% in the fourth quarter compared with the prior quarter, while the number of ordering accounts increased by 150 to roughly 1,300.
The company said it is supporting more than 10 investigator-sponsored and real-world studies examining RYTELO’s mechanism, potential combinations, and earlier-line use. Initial findings from those efforts are anticipated in the second half of 2026.
Following the update, Geron's stock traded over 10% lower in Wednesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.
Expenses And Outlook
Operating costs for 2025 were $254.7 million. Research and development spending declined, reflecting reduced clinical trial activity after the FDA’s RYTELO approval in 2024. Selling, general, and administrative costs increased due to expanded commercial efforts. In December, Geron initiated a workforce reduction affecting about one-third of employees, resulting in $17 million in restructuring charges.
For 2026, Geron projects RYTELO revenue of $220 million to $240 million, with operating expenses of $230 million to $240 million.
GERN stock declined by over 17% in the last 12 months.
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