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GEGERN

Geron Corporation

$GERN·$834M·Biotechnology·Healthcare
$1.30-1.5%YTD-0.8%1Y+3.9%
Price updated 9h ago·X counts updated 7d ago
GEGERN
$GERNGeron Corporation
$1.30-1.52%63 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GERN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

63X posts · last 7 days
Sep 2Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GERN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GERN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventStalledAI verdict · as of 2026-09-20

The move has stalled — likely just drifts unless something new shows up.

Rytelo-launch biotech at 27% of range with 60% gross margin — the myelofibrosis label expansion is the whole story.

Geron Corporation is a specialty biotech built around Rytelo (imetelstat) — a telomerase inhibitor approved for lower-risk myelodysplastic syndromes with a potential label expansion into myelofibrosis. Sitting at 27% of the 52-week range on a $834M market cap, essentially flat over the trailing year.

  • The setup has real fundamental substance: 60% gross margin, launched revenue base, and operating margin at -18% is narrowing as the Rytelo commercial ramp continues. The pipeline optionality on the myelofibrosis Phase 3 (IMerge-MF) is the trade multiplier.
  • The catch is what the tape shows: 5x sales at a small revenue base means the current multiple is entirely optionality on IMerge-MF plus continued Rytelo commercial ramp — no visible sentiment on X, and the stock at 27% of range says the market is voting for waiting rather than compounding.

The story turns on the IMerge-MF Phase 3 topline plus a Q3 print (Nov 4) showing Rytelo prescription trajectory; a soft launch quarter or a Phase 3 setback resets fast.

What to watch: Nov 4 earnings — Rytelo Rx trajectory, launch commentary, and any IMerge-MF Phase 3 timing update. A prescription-ramp beat plus MF timing extends the coil upward; a soft launch or MF delay resets.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $GERN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Late-stage biopharma commercializing imetelstat, a telomerase inhibitor targeting myelofibrosis and myelodysplastic syndromes.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $GERN.

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $GERN

Partial — imetelstat (telomerase inhibitor) for myelofibrosis and MDS is a late-stage commercialized hematology asset that benefits from the biotech re-rating; no direct GLP-1/mRNA/gene-editing exposure; commercial launch trajectory is the primary driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-16.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-18.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-30.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
59.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.02$-0.01-125.2%
Q1 2026May 6, 2026$-0.01$-0.03+66.7%
Q4 2025Feb 25, 2026$-0.03$-0.030.0%
Q3 2025Nov 5, 2025$-0.03$-0.04+18.2%
Next earningsWed, Nov 4·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$57.5M+17.2%0.0%-21.7%$-0.02$-16.1M
Q1 FY26$51.8M+30.9%96.7%-0.5%$-0.01$-63.2M
Q4 FY25$48.0M+1.0%97.3%-22.5%$-0.05$-22.1M
Q3 FY25$47.2M+67.1%53.2%-29.4%$-0.03$-13.5M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$236.3M$233.7M – $238.9M-$0.04-$0.05 – -$0.034
FY27$342.0M$309.9M – $398.3M$0.07$0.02 – $0.164
FY28$526.2M$437.0M – $747.6M$0.25$0.11 – $0.584
FY29$704.7M$650.2M – $838.9M$0.45$0.40 – $0.562
FY30$933.8M$861.6M – $1.1B$0.66$0.59 – $0.822

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.27%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 560.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 10 other (10 awards) in window

See when $GERN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsApr 143
3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 263
8-KOfficer or director changeMar 268-K — Item 5.02: Officer or director change
+ 12 other (5 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Geron Corporation Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·2d agoGeron Eyes High End of 2026 RYTELO Revenue Guidance as Community Adoption Expandsmarketbeat.com·4d agoGeron Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Geron Corporation - GERNgurufocus.com·6d agoGeron Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Geron Corporation - GERNbusinesswire.com·6d agoGeron Sees RYTELO Revenue Near High End of 2026 Guidance as Community Use Expandsmarketbeat.com·7d ago

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Voices on X · last 7 days

No standout posts about $GERN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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