Geron Corporation · NASDAQ:GERN
Geron — Investor Presentation (January 2026)
20 slides from Geron's investor presentation, Jan 12, 2026
Slide 1: Corporate Presentation January 2026
Corporate Presentation January 2026
Slide 2: Forward-Looking Statements
2 Forward-Looking Statements Except for the historical information contained herein, this presentation contains forward-looking statements made pursuant to the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Investors are cautioned that such statements, include, wit
Slide 3: Our Path to Building a Sustainable Hematology Powerhouse
Our Path to Building a Sustainable Hematology Powerhouse o Plan to pursue ex-U.S. RYTELO paths for LR-MDS patients o Expand into relapsed/refractory myelofibrosis if Phase 3 IMpactMF trial is successful and RYTELO is approved in this indication o Potential to leverage balance sheet to pursue innovat
Slide 4: Lower-Risk Myelodysplastic Syndromes (LR-MDS): A Serious and Burdensome Disease
1. Santini V. Anemia as the main manifestation of myelodysplastic syndromes. Semin Hematol. 2015 Oct;52(4):348-56. 2. de Swart L, Smith A, Johnston TW. Validation of the Revised International Prognostic Scoring System (IPSS-R) in patients with lower-risk myelodysplastic syndromes: a report from the
Slide 5: Inspired by the real experiences of people living with blood cancer
Inspired by the real experiences of people living with blood cancer, Geron is advancing science that aims to meaningfully improve patients’ lives. Living with lower-risk myelodysplastic syndrome is a trip you wish you didn't have to take. Some days I can’t even do normal things –grocery shopping, ti
Slide 6: RYTELO (imetelstat) Approved in the U.S. and EU for Eligible Lower Risk MDS
* RYTELO® (imetelstat) is approved in the U.S. and the EU for the treatment of certain adult patients with lower-risk myelodysplastic syndromes (LR-MDS) with transfusion-dependent anemia. See U.S. Prescribing Information and Medication Guide: https://pi.geron.com/products/US/pi/rytelo_pi.pdf; see Su
Slide 7: RYTELO Addresses the Core Unmet Needs in LR-MDS
7 1. Platzbecker U and Santini V, et al. Imetelstat in patients with lower-risk myelodysplastic syndromes who have relapsed or are refractory to erythropoiesis-stimulating agents (IMerge): a multinational, randomised, double-blind, placebo-controlled, phase 3 trial. Lancet. 2024;403(10423):249-260.
Slide 8: Durable Transfusion Independence Supported by Phase 3 Results
8 Durable Transfusion Independence Supported by Phase 3 Results IMerge Phase 3 demonstrated meaningful, sustained clinical benefit for patients with LR-MDS1,2 Median duration of response with RYTELO: 51.6 weeks (95% CI: 26.4-89.1) vs. 13.3 weeks with placebo (95% CI: 8.0-24.9) (HR 0.2; 95% CI: 0.1-0
Slide 9: Treatment-Emergent Cytopenias Reflect On-Target Activity
9 Data, Presented at ASH 2025, Suggests Treatment-Emergent Cytopenias Reflect On-Target Activity and are Potentially Associated with TI and Hb Improvement RBC-TI Response to Imetelstat by Maximum Reduction in Platelets or Neutrophils Within the First 2 Cycles of Treatment3,a Cytopenias associated wi
Slide 10: Engaging the LR-MDS Community in Surround Sound
Digital and Non- Personal Campaigns HCP Education Patient Community Engagement Disease Awareness Presence at Hematology Forums Third- Party Education Engaging the LR-MDS Community in Surround Sound Commercial Medical Affairs Patient Advocacy
Slide 11: Coordinated Commercial, Medical, and Advocacy Efforts to Expand Awareness
1 Geron promotes RYTELO within its FDA-approved indication for patients requiring four or more red blood cell units over eight weeks who have not responded to or have lost response to or are ineligible for erythropoiesis-stimulating agents (ESAs). Refined Positioning & Targeting • Targeting engageme
Slide 12: A Field Ready Scientific Story: RYTELO Key Messages
12 1. Platzbecker U and Santini V, et al. Imetelstat in patients with lower-risk myelodysplastic syndromes who have relapsed or are refractory to erythropoiesis-stimulating agents (IMerge): a multinational, randomised, double-blind, placebo-controlled, phase 3 trial. Lancet. 2024;403(10423):249-260.
Slide 13: Opportunities to Expand RYTELO Addressable Market
HR-MDS: higher-risk myelodysplastic syndromes; LR-MDS: lower-risk MDS; MF: myelofibrosis; R/R AML: relapsed/refractory acute myeloid leukemia; R/R MF: relapsed/refractory MF; TI: telomerase inhibitor; IA: interim analysis; FA: final analysis * RYTELO® (imetelstat) is approved in the U.S. and the EU
Slide 14: Potential to Double RYTELO Addressable Market with R/R Myelofibrosis
JAKi: Janus kinase inhibitor; MF: myelofibrosis; R/R MF: relapsed/refractory. Source: US IQVIA Claims through 2023 (MF Market Sizing Report delivered March 2024); DRG Epi (2022 Report) Growth Rates applied through 2040 *Patient estimates as of 2028. 1 Subject to positive results in the Phase 3 IMpac
Slide 15: IMpactMF: First Phase 3 R/R Myelofibrosis Trial with Overall Survival Endpoint
15 INT-1/INT-2/HR MF: Intermediate-1/Intermediate-2/High Risk MF; PROs: patient-reported outcomes; SVR: spleen volume reduction; TSS: total symptom score. * Expect IMpactMF interim analysis readout for overall survival in the second half of 2026 (when approximately 35% of patient events have occurre
Slide 16: Aligning for Long-Term Growth and Value Creation: 2026 Guidance
16 1 2026 Financial Guidance provided by Geron in it press release and 8-K filed January 12, 2026. 2 Prior 2025 Financial Guidance provided by Geron in its press release and 8-K filed November 5, 2025. The Prior 2025 Guidance is referred to for illustrative purposes only, was given as of November 5,
Slide 17: Exclusivity for RYTELO
17 If PTE Applied to COM3COM Patent Term +2 years6 1. New Chemical Entity (NCE) exclusivity for 5 years after first approval. 2. Orphan drug exclusivity in U.S. for 7 years after any indication. 3. U.S. Patent Term Extension (PTE) can only be applied to one patent; if our composition of matter (COM)
Slide 18: Our Path to Building a Sustainable Hematology Powerhouse
Our Path to Building a Sustainable Hematology Powerhouse o Plan to pursue ex-U.S. RYTELO paths for LR-MDS patients o Expand into relapsed/refractory myelofibrosis if Phase 3 IMpactMF trial is successful and RYTELO is approved in this indication o Potential to leverage balance sheet to pursue innovat
Slide 19: Appendix
= —— Appendix
Slide 20: NCCN Guidelines Recommend Imetelstat as a Preferred Second-Line Treatment Option
20 All recommendations are category 2A unless otherwise indicated. National Comprehensive Cancer Network® (NCCN®) makes no warranties of any kind whatsoever regarding their content, use or application and disclaims any responsibility for their application or use in any way. aOther recommended. bPoor