Geron（GERN）株式概要
ジェロン・コーポレーションは商業段階のバイオ製薬会社で、がん領域の治療薬の開発に注力している。 詳細
報酬
リスク分析
リスクチェックの結果、GERN 、リスクは検出されなかった。
GERN Community Fair Values
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Analyst Price Targets
Geron Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.63 |
| 52週高値 | US$2.01 |
| 52週安値 | US$1.04 |
| ベータ | 0.59 |
| 1ヶ月の変化 | 8.67% |
| 3ヶ月変化 | 15.60% |
| 1年変化 | 20.74% |
| 3年間の変化 | -45.30% |
| 5年間の変化 | 27.34% |
| IPOからの変化 | -78.97% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 06
GERN: Real World Evidence And 2026 Guidance Will Support Bullish Outlook
Analysts now see higher upside for Geron, lifting their price target by $1.00 to $6.00. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
ナラティブ更新 • Jul 22
GERN: Real-World MDS Data Will Support Stronger Future Earnings Power
Analysts have updated their price target on Geron to $3.00 from $1.00. The revision reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Seeking Alpha • Jul 01
Geron Corporation: Commercial Performance Could Dovetail With IMpactMF Run-Up
Summary Geron Corporation delivered Q1'26 Rytelo revenues of $51.8M, up 8% sequentially, with two consecutive quarters of demand growth. GERN maintained 2026 guidance, with net product revenues of $220M-$240M expected. Management is now prioritizing high-volume community accounts, aiming to shift sales mix from academic centers to the broader 80% community-driven market. An interim readout from the IMpactMF trial in myelofibrosis provides a key catalyst, although competition in frontline myelofibrosis from NVS and KPTI exists. Read the full article on Seeking Alphaナラティブ更新 • Jun 18
GERN: Real World Evidence And 2026 Guidance Will Support Bullish Stock View
Analysts have modestly adjusted their Geron price target to $5.00, reflecting updated assumptions around revenue growth, profit margin, discount rate and future P/E. These revisions leave the stock's fair value estimate unchanged at $5.00.ナラティブ更新 • Jun 04
GERN: Real-World Evidence And 2026 Revenue Outlook Will Support Bullish View
Analysts have modestly reset their price target on Geron, citing updated assumptions around discount rates, revenue growth, profit margins, and the stock's future P/E. They believe these revisions better balance potential return with risk.ナラティブ更新 • May 08
GERN: At The Market Offering Will Support Refined Earnings Outlook
Analysts have lifted their price target on Geron to $5.00 from $5.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a higher future P/E, which together refine their view of the stock’s risk and earnings potential. What's in the News Geron filed a follow on equity offering of up to US$150 million in common stock through an at the market program, which can increase the company’s cash resources without a single large issuance event (Key Developments).ナラティブ更新 • Apr 23
GERN: Refined Risk And Earnings Assumptions Will Support Upside Through 2026
Analysts have trimmed their Geron price target by $1, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes keep fair value at $5.00 while slightly adjusting the risk and earnings profile behind that target.ナラティブ更新 • Apr 08
GERN: Future Myeloid Franchise And 2026 Outlook Will Drive Upside
Analysts have trimmed their 12 month price target for Geron by $1, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that modestly adjust their valuation framework. Analyst Commentary Even with the trimmed 12 month target, bullish analysts still frame the recent move as a tweak to their model rather than a shift in their overall view on Geron.ナラティブ更新 • Mar 24
GERN: Future Myeloid Franchise And 2026 Revenue Guidance Will Support Upside
Analysts have reduced their price target on Geron by $1 to $5, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that remain consistent with their broader valuation framework. Analyst Commentary Bullish analysts are treating the revised US$5 price target as a confirmation of their existing constructive view rather than a reversal.
ナラティブ更新 • Mar 10
GERN: Future Profit Upside Will Be Supported By Conservative Forecast Reset
Analysts have trimmed their price target on Geron by $1, reflecting slightly more conservative assumptions for revenue growth, profit margins, and future P/E, while maintaining the same fair value estimate and making only a modest adjustment to the discount rate. Analyst Commentary Recent Street research reflects a slightly more cautious stance on Geron, with a trimmed price target tied to updated assumptions on growth, margins, and the P/E used in models.ナラティブ更新 • Feb 24
GERN: Future Profit Expansion Will Be Driven By Margin Improvement Potential
Geron's updated narrative reflects a modestly higher analyst fair value estimate of about $3.40, with analysts pointing to a slightly lower discount rate, lower projected revenue growth, a higher profit margin, and a reduced future P/E assumption following recent Street research that included a $1 trim to the TD Cowen price target. Analyst Commentary Analysts are updating their views following the recent Street research that trimmed a key price target by US$1, which fed into the modest reset of the fair value estimate to about US$3.40.ナラティブ更新 • Feb 10
GERN: Future Myeloid Franchise And 2026 Guidance Will Drive Upside
Analysts have trimmed their price target on Geron by US$1. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly reshape their risk and return expectations for the stock.分析記事 • Feb 03
Geron Corporation's (NASDAQ:GERN) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 5.4x Geron Corporation ( NASDAQ:GERN ) may be sending very bullish signals at...ナラティブ更新 • Jan 27
GERN: Future Myeloid Franchise Progress Will Drive Upside Potential
Analysts have nudged their price target on Geron to US$5.00, reflecting updated assumptions around revenue growth, profit margins and future P/E. These revisions are broadly consistent with prior estimates but modestly refined in their models.ナラティブ更新 • Jan 10
GERN: Future Myeloid Indications Will Drive Upside Despite Safety Trade Offs
Analysts have reaffirmed their price target on Geron at US$5.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting in Orlando highlighted interim results from an investigator-sponsored Phase 2 study of imetelstat in patients with advanced myelodysplastic neoplasms or acute myeloid leukemia who had limited options after hypomethylating agent therapy (Key Developments).ナラティブ更新 • Dec 26
GERN: Future Myeloid Malignancy Indications Will Drive Upside Despite Safety Risks
Analysts have modestly raised their price target on Geron to align with a slightly lower discount rate and incremental improvements in projected revenue growth, profit margins, and future valuation multiples, lifting their fair value estimate to about 5.00 dollars per share. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting highlighted interim Phase 2 results for imetelstat in advanced myelodysplastic neoplasms and acute myeloid leukemia patients who failed or could not tolerate hypomethylating agents, reinforcing Geron’s focus on high unmet-need myeloid malignancies (Key Developments).分析記事 • Dec 15
Geron (NASDAQ:GERN) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブ更新 • Dec 12
GERN: Expanded Blood Cancer Indications Will Drive Upside Despite Safety Concerns
Analysts have trimmed their price target on Geron from approximately 6.00 dollars to 5.00 dollars, citing a higher perceived risk profile and more conservative expectations for revenue growth and profitability. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting highlighted Geron’s completion of the Part 1 dose escalation phase, establishing 8.9 mg/kg IV every 4 weeks as the recommended imetelstat dose with ruxolitinib in combination studies (Key Developments) Interim results from an investigator sponsored Phase 2 trial showed imetelstat activity in patients with advanced myelodysplastic neoplasms or acute myeloid leukemia who had failed or could not tolerate hypomethylating agent therapy (Key Developments) RYTELO, Geron’s telomerase inhibitor, is now the first and only drug of its class approved by both the U.S. Food and Drug Administration and the European Commission for certain lower risk MDS patients with transfusion dependent anemia (Key Developments) Clinical trial safety data reported high rates of serious hematologic adverse events, including new or worsening Grade 3 or 4 thrombocytopenia in 65 percent of RYTELO treated MDS patients and Grade 3 or 4 neutrophil abnormalities in 72 percent, which underscores a complex benefit risk profile (Key Developments) Geron continues a pivotal Phase 3 IMpactMF trial in JAK inhibitor relapsed or refractory myelofibrosis and other studies in myeloid malignancies, while cautioning about regulatory, manufacturing, commercial execution, and post marketing commitment risks that could affect timelines and approvals (Key Developments) Valuation Changes Fair Value Estimate, reduced from approximately 6.0 dollars to 5.0 dollars, representing a moderate downward revision in long term valuation.ナラティブ更新 • Nov 27
GERN: Future Profit Expansion Will Drive Bullish Share Price Outlook
Analysts have lowered their price target for Geron from $3.43 to $3.33. They cite more conservative assumptions for revenue growth and profit margins as the reason for this adjustment.ナラティブ更新 • Nov 12
GERN: Stronger Profit Margins Will Drive Share Price Momentum Ahead
Narrative Update: Geron Analyst Price Target Adjustment Analysts have revised Geron's fair value estimate downward from $3.63 to $3.43. This change reflects updated assessments of revenue growth, profit margin, and forecasted price-to-earnings ratios.分析記事 • Nov 04
Geron Corporation's (NASDAQ:GERN) Business And Shares Still Trailing The Industry
With a price-to-sales (or "P/S") ratio of 4.7x Geron Corporation ( NASDAQ:GERN ) may be sending very bullish signals at...ナラティブ更新 • Aug 15
Aging Population Trends Will Expand Hematology Market Opportunity
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.分析記事 • Aug 07
Here's Why Geron (NASDAQ:GERN) Can Manage Its Debt Despite Losing Money
NasdaqGS:GERN 1 Year Share Price vs Fair Value Explore Geron's Fair Values from the Community and select yours The...分析記事 • Jun 13
Geron Corporation's (NASDAQ:GERN) Shares Climb 30% But Its Business Is Yet to Catch Up
Geron Corporation ( NASDAQ:GERN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...分析記事 • May 10
Analysts Have Lowered Expectations For Geron Corporation (NASDAQ:GERN) After Its Latest Results
There's been a notable change in appetite for Geron Corporation ( NASDAQ:GERN ) shares in the week since its quarterly...
新しいナラティブ • Apr 23
EU Approval And US Initiatives Will Expand Future Markets
European expansion with RYTELO's approval and launch could significantly boost revenue through international growth and increased market reach.分析記事 • Apr 17
Is Geron (NASDAQ:GERN) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 31
Geron Corp.: A Compelling Potential Buying Opportunity Thanks To Bearish Comments
Summary GERN's Rytelo showed promising sales growth, with Q4'24 net product revenue increasing by 68% to $47.5M from Q3'24's $28.2M. Despite initial optimism, the market is concerned about a potential plateau in Rytelo's sales growth after only two full quarters, based on company comments. The departure of CEO John Scarlett adds uncertainty, potentially impacting investor confidence and the company's strategic direction. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Geron Corp: How Concerned Should We Be About Rytelo Sales?
Summary Geron Corp's imetelstat, branded as Rytelo, launched in 2024 for lower-risk MDS, with promising expansion into myelofibrosis and other indications. Despite initial market enthusiasm, GERN's stock has declined, but upcoming catalysts and a strong development pipeline offer potential upside. Financially, GERN has a solid cash runway, with significant funding from a Royalty Pharma deal, supporting continued operations and growth. With favorable approval in a large market and potential myelofibrosis approval, GERN presents a compelling mid- to long-term investment opportunity. Read the full article on Seeking Alpha分析記事 • Mar 12
Risks Still Elevated At These Prices As Geron Corporation (NASDAQ:GERN) Shares Dive 45%
To the annoyance of some shareholders, Geron Corporation ( NASDAQ:GERN ) shares are down a considerable 45% in the last...分析記事 • Feb 27
We're Hopeful That Geron (NASDAQ:GERN) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Feb 26
Geron: Rytelo's Market Share Concerns Justified As 3L Dominates Early Sales
Summary Geron Corporation's stock dropped 50% before its Q4 2024 earnings report, with Rytelo's revenue close to projections but new patients starts flat. Rytelo's market share in second-line LR-MDS is lower than expected due to competition from Bristol Myers Squibb's luspatercept, impacting peak sales estimates. Financial health remains solid with a strong current ratio and cash runway extending into mid-2027, supported by recent funding deals. Despite early adoption challenges, I maintain a "hold" rating for GERN stock, suitable for a barbell portfolio with cautious optimism for management's future strategies. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Geron Corporation: Lackluster Share Price Performance Despite Reasonable Drug Launch
Summary GERN's Rytelo, approved in mid-2024, shows promising initial sales, with Q3'24 net revenues at $28.2M, and preliminary Q4'24 net revenues of $45M-$46M. Despite some market exclusivity concerns, GERN still has many years of sales ahead, unencumbered by generic competition. EU approval of Rytelo for lower-risk myelodysplastic syndromes seems likely in H1'25, providing a near-term catalyst beyond updates on sales. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Geron: A Post Earnings And Funding Announcement Assessment
Summary Geron Corporation's imetelstat, now branded as Rytelo, was finally approved by the FDA in June for treating lower risk myelodysplastic syndromes and has shown solid initial sales traction. The company just reported third quarter results and announced a new financing arrangement. Analyst firms are positive on the company's prospects. An updated analysis of Geron Corporation follows in the paragraphs below. Read the full article on Seeking Alpha株主還元
| GERN | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | 21.6% | 4.9% | 0.09% |
| 1Y | 20.7% | 41.3% | 19.0% |
業界別リターン: GERN過去 1 年間で41.3 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: GERN過去 1 年間で19 % の収益を上げたUS市場を上回りました。
価格変動
| GERN volatility | |
|---|---|
| GERN Average Weekly Movement | 9.7% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GERN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GERNの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1990 | 258 | Harout Semerjian | www.geron.com |
ジェロン・コーポレーションは商業段階のバイオ医薬品会社で、がん領域における治療薬の開発に注力している。同社の製品パイプラインには、輸血依存性貧血を伴う低リスクから中リスクの骨髄異形成症候群の成人患者を対象としたテロメラーゼ阻害剤RYTELO、低リスクの骨髄異形成症候群を対象とした臨床第3相試験中のIMerge、再発／難治性の骨髄線維症を対象とした臨床第3相試験中のIMpactMFなどがある；高リスクの骨髄異形成症候群および急性骨髄性白血病（AML）の治療薬として臨床第2相試験中のImpress、最前線の骨髄線維症の治療薬として臨床第1相試験中のIMproveMF、再発／難治性AMLの治療薬として臨床第1／2相試験中のIMAGINE。ジェロン・コーポレーションは1990年に設立され、カリフォルニア州フォスターシティに本社を置いている。
Geron Corporation 基礎のまとめ
| GERN 基礎統計学 | |
|---|---|
| 時価総額 | US$950.86m |
| 収益（TTM） | -US$67.61m |
| 売上高(TTM) | US$204.56m |
5.1x
P/Sレシオ-15.5x
PER（株価収益率GERN は割高か？
公正価値と評価分析を参照収益と収入
| GERN 損益計算書（TTM） | |
|---|---|
| 収益 | US$204.56m |
| 売上原価 | US$84.89m |
| 売上総利益 | US$119.67m |
| その他の費用 | US$187.29m |
| 収益 | -US$67.61m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.11 |
| グロス・マージン | 58.50% |
| 純利益率 | -33.05% |
| 有利子負債／自己資本比率 | 55.0% |
GERN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/11 16:37 |
| 終値 | 2026/08/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Geron Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Douglas Buchanan | Brean Capital Historical (Janney Montgomery) |
| Thomas Shrader | BTIG |
| Charles Duncan | Citizens JMP Securities, LLC |