Geron Corporation

NASDAQ•GERN

CEO: Dr. John A. Scarlett M.D.

セクター: Healthcare

業種: Biotechnology

上場日: 1996-07-31

Geron Corporation, a late-stage clinical biopharmaceutical company, focuses on the development and commercialization of therapeutics for myeloid hematologic malignancies. It develops imetelstat, a telomerase inhibitor that is in Phase 3 clinical trials, which inhibits the uncontrolled proliferation of malignant stem and progenitor cells in myeloid hematologic malignancies for the treatment of low or intermediate-1 risk myelodysplastic syndromes and intermediate-2 or high-risk myelofibrosis. The company was incorporated in 1990 and is headquartered in Foster City, California.

連絡先情報

919 East Hillsdale Boulevard, Suite 250, Foster City, CA, 94404, United States

650-473-7700

www.geron.com

時価総額

$992.84M

PER (TTM)

-12.6

17.2

配当利回り

52週高値

$2.01

52週安値

$1.04

52週レンジ

53%

順位56Top 81.7%

2.5

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 2.5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$48.02M+0.00%

直近4四半期の推移

EPS

-$0.05+0.00%

直近4四半期の推移

フリーCF

-$22.10M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

RYTELO Product Revenue Surge Net product revenue reached $183.6M in 2025, showing 58% growth over 2024 sales figures.

Total Revenue Skyrockets Total revenues hit $183.9M in 2025, a 139% increase compared to the prior year's $77.0M.

Cash Position Strong Ended 2025 with $401.1M in cash, cash equivalents, and marketable securities for operations.

リスク要因

Commercialization Success Dependent Near-term prospects entirely rely on successful U.S. commercialization of RYTELO for lower-risk MDS.

Workforce Reduction Implemented Strategic restructuring announced in December 2025 resulting in workforce reduction of approximately one-third.

Facing Securities Litigation Company and officers named in multiple securities class action and derivative lawsuits; defense costs are substantial.

見通し

EU Commercialization Planned Preparing for planned RYTELO commercialization launch in select European Union markets throughout 2026.

IMpactMF Trial Analysis Timing Expect interim overall survival analysis for the IMpactMF Phase 3 trial in the second half of 2026.

Operating Expenses Expected Down Expect SG&A expenses to decrease in 2026 due to headcount reduction savings from restructuring efforts.

同業比較

売上高 (TTM)

ARVN

$262.60M

-0.3%

VALN

$198.55M

+13.5%

GERN

$183.88M

+138.8%

粗利益率 (最新四半期)

VIR

672.1%

-54902.1pp

DNA

124.4%

-21.7pp

ABUS

97.9%

-2.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
DAWN	$2.20B	-20.5	-23.4%	0.5%
TYRA	$2.04B	-18.8	-41.2%	2.1%
VIR	$1.30B	-3.0	-49.3%	18.6%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

6.6%

安定成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし