Slide 1: Q2 2024 Earnings Call
Q2 2024 Earnings Call August 8, 2024
Slide 2: Welcome and Introduction
Welcome and Introduction JOHN SCARLETT, ANDREW J. FAYE FELLER, MICHELLE M.D. GRETHLEIN, PH.D. M.D. ROBERTSON Chairman and EVP, Chief EVP, Chief EVP, Chief Chief Executive Officer Operating Officer; Interim Medical Officer Financial Officer Commercial Lead 2
Slide 3: Forward-Looking Statements
Forward-Looking Statements During the course of this presentation and question-and-answer session, there will be forward-looking statements regarding future events, performance, plans, expectations and other projections, including those relating to: • the launch, commercial opportunity and therapeut
Slide 4: Agenda
1. Introductory Remarks: Commercial Execution and Value Creation ▸ John A. Scarlett, M.D., CEO 2. Commercial and Operations Updates ▸ Andrew J. Grethlein, Ph.D., COO; Interim Commercial Lead Agenda 3. Medical and Clinical Updates ▸ Faye Feller, M.D., CMO 4. Financial Review ▸ Michelle Robertson, CFO
Slide 5: Introductory Remarks: Commercial Execution and Value Creation
Introductory Remarks: Commercial Execution and Value Creation John A. Scarlett, M.D. Chairman and Chief Executive Officer 5
Slide 6: We Are Executing as a Commercial-Stage Company
We Are Executing as a Commercial-Stage Company FDA approval of RYTELO (imetelstat) as the first and only telomerase inhibitor on June 6, 2024* RYTELO commercially available as of June 27, 2024 Encouraging early launch metrics; as of July 31, 2024: • ~60% of top decile 1-4 accounts have been reached
Slide 7: RYTELO is Poised to Be a Standard-of-Care across High Unmet Need LR-MDS Subgroups
RYTELO is Poised to Be a Standard-of-Care across High Unmet Need LR-MDS Subgroups ~13,200 U.S. patients with LR-MDS need treatment for symptomatic anemia1 First-line ESA-ineligible patients 1 in 10 LR-MDS patients are ESA-ineligible and have limited (RS+ and RS-) treatment options.2 ~25% of LR-MDS p
Slide 8: RYTELO Patent and Regulatory Exclusivity in the U.S. for LR-MDS Expected into 2037
RYTELO Patent and Regulatory Exclusivity in the U.S. for LR-MDS Expected into 2037 Regulatory Exclusivities, Patent Terms and Patent Term Extensions RYTELO patents 12/27/2025 12/27/2030 03/15/2033 08/30/2037 listed in the FDA’s Orange Book 6/6/2024 LR-MDS Data/Market Exclusivity1 6/6/2029 FDA co
Slide 9: We Are Well-Positioned to Build Long-Term Commercial Value with RYTELO
We Are Well-Positioned to Build Long-Term Commercial Value with RYTELO (imetelstat) Significant burden of RBC transfusion dependence and anemia for people with LR-MDS, with high unmet treatment need, especially among select subgroups Totality of clinical benefit across subgroups, with a well-charact
Slide 10: Commercial and Operations Updates
Commercial and Operations Updates Andrew J. Grethlein, Ph.D. EVP, Chief Operating Officer; Interim Commercial Lead 10
Slide 11: Strong Foundation for Commercial Execution
Strong Foundation for Commercial Execution • Over 80% of hematologist/oncologists surveyed pre-FDA approval were aware of imetelstat* • Payors have displayed a high level of understanding of RYTELO’s U.S. PI and IMerge clinical data • RYTELO 188mg/vial and 47mg/vial available in distribution channel
Slide 12: Highly Experienced Oncology Commercial and Medical Field Teams Covers Entire U.S. Market
Highly Experienced Oncology Commercial and Medical Field Teams Covers Entire U.S. Market 50 5 7 10 Oncology Field Key Account Reimbursement Field Medical Clinical Educator Managers Access Directors & Affairs Team Liaisons National Accounts Driving awareness, medical education, access, and adoption o
Slide 13: Early Launch Results as of July 31, 2024 Reinforce our Strategy to Drive Uptake
Early Launch Results as of July 31, 2024 Reinforce our Strategy to Drive Uptake and Awareness ~160 ~60% ~115 300+ patients of top decile 1-4 unique ordering HCP have received accounts reached accounts participants RYTELO^ in first National with interest across community oncology and academic setting
Slide 14: Medical and Clinical Updates
Medical and Clinical Updates Faye Feller, M.D. EVP, Chief Medical Officer 14
Slide 15: Updated MDS NCCN Guidelines
Updated MDS NCCN Guidelines 15
Slide 16: Imetelstat Inclusion in the Updated MDS NCCN Guidelines Reflects Strength of Phase 3 Data
Imetelstat Inclusion in the Updated MDS NCCN Guidelines Reflects Strength of Phase 3 Data and U.S. Prescribing Information NCCN Guidelines guide clinical, formulary and treatment pathway decision-making RS+ RS- serum EPO serum EPO serum EPO serum EPO >500 mU/mL ≤500 mU/mL >500 mU/mL* ≤500 mU/mL In 1
Slide 17: Myelofibrosis Updates
Myelofibrosis Updates — ~~
Slide 18: First and Only Phase 3 Trial in Myelofibrosis with Overall Survival as Primary Endpoint
First and Only Phase 3 Trial in Myelofibrosis (MF) with Overall Survival as Primary Endpoint Planned analyses* Enrolled as • Interim Analysis expected in early 2026 ~70% of August 2024 when ~35% of the planned enrolled patients have died; alpha spend ~0.01 • Final Analysis expected in early 2027 whe
Slide 19: Phase 1 IMproveMF Study Evaluating Combination Therapy in Frontline MF
Phase 1 IMproveMF Study Evaluating Combination Therapy in Frontline MF July 2024: No dose limiting toxicities experienced by the 3 initial patients in the final dose level 4 cohort (imetelstat 9.4 mg/kg), leading to recommendation by SET to expand the cohort per trial protocol PART 1: PART 2: Dose F
Slide 20: Financial Results
Financial Results Michelle Robertson EVP, Chief Financial Officer 20
Slide 21: Second Quarter 2024 Financial Highlights
Second Quarter 2024 Financial Highlights GERON CORPORATION GERON CORPORATION • Launched RYTELO Condensed consolidated statements of operations Condensed consolidated balance sheets commercially in the U.S., with $780K in THREE MONTHS ENDED SIX MONTHS ENDED (In thousands) JUNE 30 DECEMBER 31 net prod
Slide 22: Closing Remarks
Closing Remarks John A. Scarlett, M.D. Chairman and Chief Executive Officer 22
Slide 23: Thank you!
Thank you! Contact: Investor Relations investor@geron.com 23
Slide 24: Q&A
Q&A 24