Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.0B
642M shares
52-week range
$1.04 – $2.01
51% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
Geron Corp is a biopharmaceutical company focused on blood cancers. Its telomerase inhibitor, RYTELO (imetelstat), is approved in the United States and European Union for certain adult patients with lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia. RYTELO inhibits telomerase activity in malignant stem and progenitor cells, which may reduce abnormal cell proliferation while supporting the production of healthy cells. It is also conducting a Phase 3 trial of imetelstat in patients with JAK-inhibitor-refractory or relapsed myelofibrosis (R/R MF) and studies in other hematologic malignancies. The company operates as a single segment, being the development of therapeutic products for oncology.
www.geron.comNo one on the platform currently holds GERN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,799,521 | $2.7M |
No one on the platform has traded GERN yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $236M | +26.8% | $-0.04 | $-0.06–$-0.02 | — | 3 |
| 2027 | $342M | +44.7% | $0.07 | $0.02–$0.19 | 20.7× | 3 |
| 2028 | $526M | +53.9% | $0.25 | $0.10–$0.61 | 6.1× | 4 |
| 2029 | $705M | +33.9% | $0.45 | $0.40–$0.56 | 3.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $-0.01 | $-0.02 | -125.2% |
| 2026-05-06 | $-0.03 | $-0.01 | +66.7% |
| 2026-02-25 | $-0.03 | $-0.03 | +0.0% |
| 2025-11-05 | $-0.04 | $-0.03 | +18.2% |
| 2025-08-06 | $-0.03 | $-0.02 | +33.3% |
| 2025-05-07 | $-0.04 | $-0.03 | +25.0% |
| 2025-02-26 | $-0.04 | $-0.04 | +0.0% |
| 2024-11-07 | $-0.09 |
| $-0.04 |
| +55.6% |
| $143M |
| — |
| REPLReplimune Group, Inc. | $15.18 | -0.39% | $1.3B | — |
| RZLTRezolute, Inc. | $4.60 | -2.13% | $443M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$GERN Almost carve it in stone..no two day gains for investors..must pay short sellers their due due. (dodo)
View on StockTwits ↗$GERN Been here looong. I don't typically hype other stocks, but I thought I'd bring up another stock that's prime to rocket. $GP has been hovering at 1.56. Waiting for PR on a new plant in New Mexico AND ER anyday. Intitutions that own: Vanguard Total International Stock Index Fund (VGTSX)- 1.47 million Vanguard Emerging Markets Stock Index Fund (VEIEX)-504,000 BNP Paribas Asset Management USA, Inc. - 937244 BG Fund Management Luxembourg SA -289500 Emerging Markets Core Equity Portfolio (DFCEX) ~270,000 Dimensional Emerging Markets Value Fund ~258,000 Lot's of extra promising news.
View on StockTwits ↗$GERN did any analyst update ranking and target price After the last ER?
View on StockTwits ↗$GERN Royalty Pharma Payback Summary 📈 • Upfront cash: $125M • Terms: 7.75% on 1st $500M/yr | 3% on $500M-$1B | 1% thereafter 🗓 PROJECTED RAMP • 2024-2025: ~$124M cum. sales -> ~$9.3M paid • 2026 (Guidance $220M-$240M): ~$230M sales -> ~$17.8M paid • 2027: ~$350M sales -> ~$27.1M paid • 2028: ~$450M sales -> ~$34.9M paid • 2029: ~$550M sales -> ~$40.2M paid 🎯 KEY MILESTONES 🟢 Raw $125M Payback: Mid-2029 (~$1.61B cum. US sales) 🛑 $206.25M Hard Cap (1.65x): Late 2030 / Early 2031 (~$2.66B cum. sales) Bottom Line: Non-dilutive launch cash that turns off completely in ~6 yrs, preserving long-term peak cash flows. 🚀
View on StockTwits ↗$GERN For the second time, Royalty Pharma is the biggest leech in the pharma industry. From stocks to private business! Take a look at Tysabri (MS). A niche product like Imetelstat. That story didn't end well for us small investors ... and there are more and more ... The other cross-connections are also interesting: Gockel Royalty Pharma + J&J
View on StockTwits ↗$GERN Americanbulls informs about a BUY SIGNAL 🤪 https://www.americanbulls.com/SignalPage.aspx?lang=en&Ticker=GERN
View on StockTwits ↗$GERN Breakdown: What J0870 ASP+6% Buy-and-Bill means for RYTELO’s commercial growth: 💼 J-Code (J0870): Permanent billing code means 14–30 day fast insurance payouts. No claims delays. 🛒 Buy-and-Bill: Clinics buy drug inventory upfront & bill payers post-infusion. 💵 ASP + 6%: Practice gets paid full drug cost + 6% markup margin, generating real operating profit per chair. Aligned financial incentives for community oncology adoption! 🚀📊
View on StockTwits ↗$GERN MDS Treatment Options by Chair Time & Practice Value: 1️⃣ Reblozyl: ~15 min SC shot every 3 wks (Primary 1L/RS+ choice) 2️⃣ Supportive Transfusions: 5–8 hrs per visit, 1–3x/mo (Iron overload risk, low margin) 3️⃣ RYTELO: ~2.5 hrs 1x/mo (J0870 ASP+6% buy-and-bill) RYTELO captures the post-Reblozyl / RS- market by offering high-margin specialty drug revenue while freeing up chair capacity vs standard transfusions. 📈
View on StockTwits ↗$GERN good series of videos on the treatment landscape. Nothing but positivity from this panel. I believe the second video discusses side effects of Imetelstat. You can clearly see the progress being made. You can get to the next videos from this link. https://youtu.be/BNQxx1m9X6Y?is=J4a4azwnPt-bcKHQ
View on StockTwits ↗$GERN Here are two great articles on YouTube: Both are very positive! Here's Why GERN Is Breaking All The Rules & GERN Q2 Earnings Surge: My Take on the 8-K.
View on StockTwits ↗$GERN Interesting to see that last year's Prix Gailen award winner for orphan drug/rare disease - Voranigo by Servier Pharmaceuticals is also tied to Royalty Pharma - who has had a royalty deal with Geron since November 2024. 2025 sales of Voranigo were $155.4M. 2026 sales are projected to be between $225 to $250 net US revenue. Nice catch DAVID on the YMB BTW! https://www.royaltypharma.com/news/royalty-pharma-reports-first-quarter-2026-results/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.