Geron (GERN) Bank of America Global Healthcare Conference 2026 summary

Company overview and commercial progress

• Transitioned to a commercial-stage company focused on hematological diseases, with RYTELO (imetelstat) as its first launched asset targeting low-risk MDS patients.

• Achieved $51.8 million in net revenue in Q1, marking its largest quarter to date, with 8% quarter-over-quarter revenue growth and 6% demand growth.

• RYTELO is now ordered by 1,450 accounts across the U.S., with 33% of sales from first- and second-line patient populations.

• Focused on expanding RYTELO's use in the second-line setting, supported by NCCN Guidelines and ongoing growth in this segment.

• Plans to update the market on EU commercial strategy for RYTELO by year-end, considering partnerships and alternative models to traditional large-scale launches.

Clinical insights and physician engagement

• Cytopenias associated with RYTELO are predictable, on-target, and correlate with robust patient response, as shown in IMerge data and ASH presentations.

• Physician education emphasizes proper management of cytopenias to maintain patients on therapy and maximize efficacy.

• RYTELO's mechanism of action targets the disease itself, not just symptoms, offering a broader spectrum than lenalidomide.

• Ongoing engagement with the medical community reinforces confidence in RYTELO's durability of response and management strategies.

Real-world evidence and future readouts

• First real-world evidence for RYTELO will be presented at EHA and ASCO, with data from Moffitt Cancer Center replicating IMerge trial results.

• Real-world data shows outcomes on par or better than clinical trials when patients are well managed, supporting broader adoption.

• Additional investigator-initiated trials and real-world studies are underway to further validate RYTELO's effectiveness.