Geron (GERN) Aktievy
Geron Corporation, ett biofarmaceutiskt företag i kommersiell fas, fokuserar på utveckling av behandlingsprodukter för onkologi. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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GERN Community Fair Values
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Analyst Price Targets
Geron Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$1.55 |
| 52 veckors högsta | US$2.01 |
| 52 veckors lägsta | US$1.04 |
| Beta | 0.59 |
| 1 månads förändring | 9.93% |
| 3 månaders förändring | 21.09% |
| 1 års förändring | 6.16% |
| 3 års förändring | -37.25% |
| 5 års förändring | 9.15% |
| Förändring sedan börsintroduktionen | -80.00% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 20
GERN: Future Profit Upside Will Be Driven By Stronger Margin Outlook
Analysts now cite updated assumptions for Geron, including a fair value of $4.25 versus $3.40 previously, revenue growth of 44.30% versus 37.82%, profit margin of 38.05% versus 22.97%, and a future P/E of 14.80 versus 24.72, as key drivers behind the higher price target. What’s in the News for Geron Geron issued earnings guidance for 2026 that includes an expected RYTELO net product revenue range of US$220 million to US$240 million.Seeking Alpha • Aug 18
Geron Corp: Management's Plan Taking Shape As Competition Heats Up In Myelofibrosis
Summary Genron Corp. reported Q2'26 net product revenues of $57.5M from U.S. sales of Rytelo, up 11% from Q1'26. GERN's management did not increase its 2026 revenue guidance, but did suggest revenues were likely to reach the mid- to high-end of that guidance. A potential competitor in myelofibrosis, KPTI, is looking to file for approval in frontline myelofibrosis, while GERN is running its phase 3 study in relapsed/refractory myelofibrosis. GERN could change the number of events needed to trigger an interim analysis in its IMpactMF trial in myelofibrosis, but current timing of that interim is unchanged. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • Aug 20
GERN: Future Profit Upside Will Be Driven By Stronger Margin Outlook
Analysts now cite updated assumptions for Geron, including a fair value of $4.25 versus $3.40 previously, revenue growth of 44.30% versus 37.82%, profit margin of 38.05% versus 22.97%, and a future P/E of 14.80 versus 24.72, as key drivers behind the higher price target. What’s in the News for Geron Geron issued earnings guidance for 2026 that includes an expected RYTELO net product revenue range of US$220 million to US$240 million.Seeking Alpha • Aug 18
Geron Corp: Management's Plan Taking Shape As Competition Heats Up In Myelofibrosis
Summary Genron Corp. reported Q2'26 net product revenues of $57.5M from U.S. sales of Rytelo, up 11% from Q1'26. GERN's management did not increase its 2026 revenue guidance, but did suggest revenues were likely to reach the mid- to high-end of that guidance. A potential competitor in myelofibrosis, KPTI, is looking to file for approval in frontline myelofibrosis, while GERN is running its phase 3 study in relapsed/refractory myelofibrosis. GERN could change the number of events needed to trigger an interim analysis in its IMpactMF trial in myelofibrosis, but current timing of that interim is unchanged. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAktieägarnas avkastning
| GERN | US Biotechs | US Marknad | |
|---|---|---|---|
| 7D | 5.4% | 5.2% | -2.1% |
| 1Y | 6.2% | 43.5% | 18.8% |
Avkastning vs industri: GERN presterade sämre än US Biotechs branschen som gav 43.5 % under det senaste året.
Avkastning vs Marknaden: GERN presterade sämre än US marknaden som gav 18.8 % under det senaste året.
Prisvolatilitet
| GERN volatility | |
|---|---|
| GERN Average Weekly Movement | 9.7% |
| Biotechs Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: GERN har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: GERN s veckovolatilitet ( 10% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1990 | 258 | Harout Semerjian | www.geron.com |
Geron Corporation, ett biofarmaceutiskt företag i kommersiell fas, fokuserar på utveckling av onkologiska läkemedel. Bolagets produktportfölj omfattar RYTELO, en telomerashämmare för behandling av vuxna patienter med myelodysplastiska syndrom med låg till intermediär risk och transfusionsberoende anemi; IMerge som befinner sig i klinisk fas 3-studie för behandling av myelodysplastiska syndrom med lägre risk; IMpactMF som befinner sig i fas 3 för behandling av recidiverande/refraktär myelofibros; Impress som befinner sig i klinisk fas 2-studie för behandling av myelodysplastiska syndrom med högre risk och akut myeloisk leukemi (AML); IMproveMF som befinner sig i klinisk fas 1-studie för behandling av myelofibros i frontlinjen; och IMAGINE som befinner sig i klinisk fas 1/2-studie för behandling av recidiverande/refraktär AML. Geron Corporation bildades 1990 och har sitt huvudkontor i Foster City, Kalifornien.
Geron Corporation Sammanfattning av grunderna
| GERN grundläggande statistik | |
|---|---|
| Börsvärde | US$999.05m |
| Vinst(TTM) | -US$67.61m |
| Intäkter(TTM) | US$204.56m |
4.9x
P/S-förhållande-14.7x
P/E-förhållandeÄr GERN övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| GERN resultaträkning (TTM) | |
|---|---|
| Intäkter | US$204.56m |
| Kostnad för intäkter | US$84.89m |
| Bruttovinst | US$119.67m |
| Övriga kostnader | US$187.29m |
| Intäkter | -US$67.61m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -0.11 |
| Bruttomarginal | 58.50% |
| Nettovinstmarginal | -33.05% |
| Skuld/egenkapitalförhållande | 55.0% |
Hur har GERN utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/21 20:18 |
| Aktiekurs vid dagens slut | 2026/08/20 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Geron Corporation bevakas av 17 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Douglas Buchanan | Brean Capital Historical (Janney Montgomery) |
| Thomas Shrader | BTIG |
| Charles Duncan | Citizens JMP Securities, LLC |