Geron Anticipates Higher End of RYTELO Revenue Guidance in 2026 Due to Growing Community Adoption
Geron Corporation (NASDAQ:GERN) is projecting its 2026 revenue for the drug RYTELO, also known as imetelstat, toward the higher end of its guidance range. The company now expects $230 million to $240 million in net revenue from RYTELO by year-end 2026, up from a previous estimate of $220 million-$240 million. This optimism is driven by increasing adoption among community oncology practices and three consecutive quarters of growth. Geron's latest quarterly report showed record revenue of $57.5 million for the period ending September 16, 2026. The company has been expanding its commercial efforts into second-line lower-risk myelodysplastic syndromes (MDS) treatment within community settings and is adding approximately 100 to 200 new accounts per quarter. Geron also plans to outline a European commercialization strategy before the end of the year. The company continues its Phase 3 IMpactMF trial for relapsed or refractory myelofibrosis, with over $300 million in cash reserves and operating expenses expected between $230 million-$240 million.
