Geron

Q2 FY2026 EarningsQ2 FY26 results were mixed, with RYTELO® driving a revenue beat of $57.5M vs. $55.4M expected (+3.8% variance). However, heavy non-cash inventory-related expenses led to a significantly wider net loss of -$16.7M compared to the consensus of -$4.2M, resulting in a GAAP EPS miss of -$0.02 vs. -$0.008 expected. Full-year FY26 guidance remains unchanged, projecting RYTELO sales of $220M-$240M, which aligns with current market trajectories despite the margin pressure seen this quarter.