Update shared on15 Aug 2025
Consensus analyst price targets for Geron remain unchanged at $3.62, as underwhelming initial sales and modest near-term expectations for Rytelo, coupled with concerns about commercial execution, weigh on sentiment and lead to sharply divergent outlooks such as Goldman Sachs' $1 target.
Analyst Commentary
- Initial commercial launch of Rytelo has underperformed expectations.
- Near-term trajectory for Rytelo’s launch is projected to be modest.
- Bearish analysts cite disappointment in sales figures of the lead product.
- Commercial execution is a key concern for future revenues.
- Goldman Sachs sets a $1 price target, implying significant downside.
What's in the News
- Harout Semerjian appointed Chief Executive Officer, replacing Dawn C. Bir who remains on the Board.
- Geron dropped from multiple Russell value and small-cap indexes, including Russell 2000, 2500, 3000, and associated benchmarks.
- RYTELO (imetelstat) presented new pooled analyses at major industry conferences, demonstrating clinical benefit in difficult LR-MDS subpopulations and potential use regardless of baseline serum erythropoietin levels.
- Ongoing pivotal Phase 3 trial of imetelstat in JAK-inhibitor relapsed/refractory myelofibrosis and studies in other hematologic malignancies continue; notable high rates of Grade 3 or 4 side effects reported.
- Company faces commercialization, regulatory, and market acceptance risks related to RYTELO and expansion into additional indications.
Valuation Changes
Summary of Valuation Changes for Geron
- The Consensus Analyst Price Target remained effectively unchanged, at $3.62.
- The Discount Rate for Geron remained effectively unchanged, at 6.84%.
- The Future P/E for Geron remained effectively unchanged, at 19.13x.
Disclaimer
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