Geron reports Q2 2026 results as RYTELO revenue climbs to $57.5 million

Geron Corporation reported second quarter 2026 financial results and business updates on August 5, 2026. The company reported RYTELO net product revenue of $57.5 million in the second quarter of 2026, with demand growing 5% compared to the first quarter.¹ Ordering accounts increased by roughly 8% to approximately 1,575.¹

On the pipeline side, Geron said it presented a retrospective, investigator-sponsored real-world evidence study of imetelstat in lower-risk myelodysplastic syndromes (LR-MDS) at the European Hematology Association 2026 Congress, conducted at the Moffitt Cancer Center in heavily transfusion-dependent patients, including those with extensive prior therapies and after luspatercept failure.¹ The company noted efficacy, safety and tolerability results generally consistent with the Phase 3 IMerge trial in a broader population.¹ Geron also said it presented two abstracts on imetelstat in relapsed/refractory myelofibrosis at the 2026 ASCO Annual Meeting, one being an updated overall survival analysis from the Phase 2 "IMbark" trial set against real-world data.

CEO Harout Semerjian said the company sees opportunity to expand access to RYTELO in other geographies, advance its Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis, and pursue new therapies for blood cancers.¹

As of June 30, 2026, Geron had approximately $326.9 million in cash, cash equivalents, restricted cash and marketable securities, compared to $341.0 million as of March 31, 2026.¹ The company said it believes existing cash and marketable securities, together with anticipated U.S. RYTELO revenues, will be sufficient to fund projected operating requirements for the foreseeable future.¹ Geron reiterated 2026 guidance for RYTELO net product revenue of $220 million to $240 million and total operating expenses of $230 million to $240 million.¹ The company also announced the appointment of Chinmaya Rath as Chief Business Officer.¹