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Geron Corp (CH:GON)
:GON

Geron (GON) Price & Analysis

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GON Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Revenue And Commercial TractionQ1 2026 revenue growth (31% YoY), sequential demand growth and ~1,450 prescribing accounts indicate durable commercial adoption. Expanding prescriber base and recurring patient starts support revenue scale, improving predictability and the potential to convert scale into longer-term cash generation.
Clinical Program Progress And ValidationFull Phase III enrollment, an H2 2026 interim, peer-reviewed publications and NCCN chemotherapy order-template inclusion materially de-risk development. Positive clinical validation strengthens label credibility, supports broader adoption, payer engagement and partnership opportunities over multiple years.
Balance Sheet Cushion And Manageable LeverageA meaningful equity cushion and moderate assets, with debt that appears manageable, give the company financial optionality. This supports ongoing commercialization and CMC investments, provides runway to pursue milestones, and reduces immediate solvency pressure while losses are being addressed.
Bears Say
Persistent Cash BurnSustained negative operating and free cash flow (~-$126M TTM) and a notable quarter cash decline force reliance on existing liquidity or external financing. This dynamic can limit strategic flexibility, increase dilution risk, and constrain the pace of commercial expansion or additional clinical investment.
Widening Gross-to-Net PressureA structural rise in gross-to-net (21% from 13%) and expectations for low-to-mid-20s reduce realized net revenue per unit. Persistent payer/utilization shifts compress margins, require higher gross sales to hit net targets, and materially weaken cash conversion and profitability prospects.
Binary Clinical Readout RiskAn upcoming blinded interim for IMpactMF in H2 2026 represents a binary, multi-year execution risk. A neutral/negative readout could slow adoption, hinder payer and regulatory negotiations, and materially reduce commercial upside and partnership prospects for imetelstat across indications.

Geron News

GON FAQ

What was Geron Corp’s price range in the past 12 months?
Currently, no data Available
What is Geron Corp’s market cap?
Geron Corp’s market cap is CHF668.43M.
    When is Geron Corp’s upcoming earnings report date?
    Geron Corp’s upcoming earnings report date is Aug 05, 2026 which is in 3 days.
      How were Geron Corp’s earnings last quarter?
      Geron Corp released its earnings results on May 06, 2026. The company reported -CHF0.008 earnings per share for the quarter, beating the consensus estimate of -CHF0.016 by CHF0.008.
        Is Geron Corp overvalued?
        According to Wall Street analysts Geron Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Geron Corp pay dividends?
          Geron Corp does not currently pay dividends.
          What is Geron Corp’s EPS estimate?
          Geron Corp’s EPS estimate is >-0.01.
            How many shares outstanding does Geron Corp have?
            Geron Corp has 641,521,000 shares outstanding.
              What happened to Geron Corp’s price movement after its last earnings report?
              Geron Corp reported an EPS of -CHF0.008 in its last earnings report, beating expectations of -CHF0.016. Following the earnings report the stock price went same N/A.
                Which hedge fund is a major shareholder of Geron Corp?
                Currently, no hedge funds are holding shares in CH:GON
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Geron Corp

                  Geron Corporation is an advanced-stage biopharmaceutical company dedicated to the creation and market introduction of treatments for myeloid blood cancers. Its primary drug candidate, imetelstat, is a telomerase inhibitor currently undergoing Phase 3 clinical evaluation. This therapy aims to suppress the unchecked proliferation of cancerous stem and progenitor cells characteristic of myeloid hematologic malignancies. Imetelstat is being developed to address low or intermediate-1 risk myelodysplastic syndromes and intermediate-2 or high-risk myelofibrosis. Established in 1990, Geron's corporate headquarters are located in Foster City, California.

                  Geron (GON) Earnings & Revenues

                  GON Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call conveyed a largely positive operational and commercial story: strong revenue growth (+31% YoY), expanding demand (+6% QoQ) and disciplined cost reductions position Geron to meet 2026 guidance. Important clinical and regulatory milestones (IMpactMF enrollment, NCCN order template inclusion, peer-reviewed publication) bolster the long-term value proposition. Key risks highlighted include widening gross-to-net pressure (21% vs 13% prior year), a meaningful quarter-over-quarter cash decline (~$60M) driven by one-time and supply investments, and unresolved European commercialization/pricing decisions. On balance, the favorable revenue trajectory, cost discipline and clinical progress outweigh the manageable near-term financial and market-access headwinds.View all CH:GON earnings summaries

                  GON Stock 12 Month Forecast

                  Average Price Target

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