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Corporate presentation

On January 12, 2026 Immatics presented its corporate presentation.

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(Presentation, Immatics, JAN 12, 2026, View Source [SID1234661953])

Geron Corporation Provides 2026 Financial Guidance

On January 12, 2026 Geron Corporation (Nasdaq: GERN), a commercial stage biopharmaceutical company, aiming to change lives by changing the course of blood cancer, reported 2026 financial guidance.

"Our priorities for 2026 are clear – driving RYTELO commercial growth in the U.S., pursuing paths to bring RYTELO to LR-MDS markets outside the U.S., and advancing our Phase 3 IMpactMF trial," said Harout Semerjian, President and Chief Executive Officer of Geron. "These priorities are supported by a focused commercial strategy, an expanding body of RYTELO scientific evidence and real-world experience, and a streamlined and energized Geron team. Together, these strengths are designed to drive deeper engagement across the hematology community and reinforce our conviction that we can deliver for eligible LR-MDS patients and build Geron into a leading, sustainable hematology company."

"Our 2026 financial guidance reflects expected top-line growth alongside an anticipated reduction in operating spend year over year, reinforcing the strength of our balance sheet," said Michelle Robertson, Chief Financial Officer. "We expect RYTELO net revenue growth to be driven by more focused HCP and patient targeting, with stronger performance in the second half of the year. Our anticipated 2026 total operating expense base reflects our recent strategic restructuring and is expected to support continued investment in RYTELO commercial strategy and clinical development priorities."

2026 Financial Guidance

RYTELO net product revenue expected in the range of $220 million to $240 million.
Total operating expenses expected in the range of $230 million to $240 million.

Business Highlights

Expanded the scientific body of evidence supporting the potential of RYTELO (imetelsat), a first-in-class telomerase inhibitor, in lower-risk myelodysplastic syndromes/Neoplasms (LR-MDS) at the 2025 American Society of Hematology (ASH) (Free ASH Whitepaper) Annual Meeting, with an oral and poster presentations of new analyses from the Phase 3 IMerge trial reinforcing RYTELO as a differentiated treatment option.
Implemented a strategic restructuring plan, from a position of strength, designed to streamline the Company and support the RYTELO commercial strategy and opportunistic innovation to create long-term value for patients and shareholders.
Announced a first amendment to the existing 5-year senior secured term loan facility agreement with investment funds managed by Pharmakon Advisors, LP to extend the outside date for requesting the Tranche B Loan (an aggregate principal amount of $75 million) and the Tranche C Loan (an aggregate principal amount of $50 million, available upon reaching a specified trailing twelve-month RYTELO revenue milestone), from December 31, 2025 to July 30, 2026.

About RYTELO (imetelstat)
RYTELO is an oligonucleotide telomerase inhibitor approved in the U.S. for the treatment of adult patients with LR-MDS with transfusion-dependent anemia 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). It is indicated to be administered as an intravenous infusion over two hours every four weeks.

In addition, RYTELO is approved in the European Union as a monotherapy for the treatment of adult patients with transfusion-dependent anemia due to very low, low or intermediate risk myelodysplastic syndromes without an isolated deletion 5q cytogenetic (non-del 5q) abnormality and who had an unsatisfactory response to or are ineligible for erythropoietin-based therapy.

RYTELO is a first-in-class treatment that works by inhibiting telomerase enzymatic activity. Telomeres are protective caps at the end of chromosomes that naturally shorten each time a cell divides. In LR-MDS, abnormal bone marrow cells often express the enzyme telomerase, which rebuilds those telomeres, allowing for uncontrolled cell division. Developed and exclusively owned by Geron, RYTELO is the first and only telomerase inhibitor approved by the U.S. Food and Drug Administration and the European Commission.

(Press release, Geron, JAN 12, 2026, View Source [SID1234661952])

Corporate overview

On January 12, 2026 Galecto Biotech presented its corporate presentation,

(Presentation, Galecto Biotech, JAN 12, 2026, View Source [SID1234661951])

Corporate presentation

On January 12, 2026 Erasca presented its corporate presentation.

(Presentation, Erasca, JAN 12, 2026, View Source [SID1234661948])

Disc Medicine Highlights Recent Achievements and Key Business Objectives and Milestones for 2026

On January 12, 2026 Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, reported its recent pipeline progress and strategic priorities for 2026.

"2025 was a transformative year for Disc, marked by strong execution across our portfolio and meaningful progress toward becoming a fully integrated clinical and commercial organization," said John Quisel, J.D., Ph.D., President and Chief Executive Officer of Disc. "Most notably, bitopertin received CNPV designation and we submitted our NDA under the accelerated approval pathway, positioning the NDA for rapid review by the FDA. We also reported positive initial Phase 2 data from the RALLY-MF study of DISC-0974 in anemia of myelofibrosis, demonstrating robust and broad hematologic activity, and advanced our third program DISC-3405 into proof-of-concept studies for polycythemia vera and sickle cell disease."

"As we look ahead to 2026, we are entering an exciting and pivotal period for Disc," continued Dr. Quisel. "We are preparing to execute a successful US launch of bitopertin for EPP while continuing enrollment in the global APOLLO confirmatory study. Across our pipeline, we expect multiple Phase 2 updates for DISC-0974 and DISC-3405, including important regulatory interactions and expansion into new indications. Together, we believe these milestones position Disc for sustained growth as we work to deliver meaningful new therapies to patients with serious hematologic diseases."

Summary of Key Achievements During 2025

Bitopertin NDA submitted and accepted under the accelerated approval pathway with priority review
Bitopertin awarded the Commissioner’s National Priority Voucher (CNPV), a pilot program designed to accelerate the NDA review period to 1-2 months
Transition to commercial-ready organization through build out of marketing, market access, medical science liaison, and sales teams and related infrastructure
Presentation of positive initial data from the Phase 2 RALLY-MF study of DISC-0974 for anemia of MF, demonstrating robust and broad hematologic efficacy across patient segments
Issuance of a Composition of Matter patent for DISC-0974, providing patent exclusivity until 2041, not including potential extensions
Initiated Phase 2 study of DISC-3405 in PV and Phase 1b study of DISC-3405 in SCD
Strengthened balance sheet through two equity offerings, bringing unaudited cash, cash equivalents, and marketable securities to $791 million as of December 31, 2025, which provides runway into 2029

Key Business Objectives and Milestones for 2026
Bitopertin: GlyT1 Inhibitor (Heme Synthesis)

Anticipate FDA approval decision regarding NDA for bitopertin for the treatment of EPP under the CNPV program
Successful launch and initial commercialization of bitopertin in the US, if approved
Continue enrollment of the global, confirmatory APOLLO study with topline data expected by early 2027

DISC-0974: Anti-hemojuvelin Antibody (Hepcidin Suppression)

Progress ongoing Phase 2 MF anemia trial with updated data expected H2 2026
Conduct End of Phase 2 meeting with the FDA about DISC-0974 in MF anemia in H2 2026
Initiate a Phase 2 study of DISC-0974 in patients with anemia and inflammatory bowel disease (IBD)

DISC-3405: Anti-TMPRSS6 Antibody (Hepcidin Induction)

Progress ongoing Phase 2 PV trial with updated data expected H2 2026
Progress ongoing Phase 1b SCD trial with updated data expected H2 2026

Bitopertin, DISC-0974, and DISC-3405 are investigational agents and are not approved for use as therapies in any jurisdiction worldwide.

(Press release, Disc Medicine, JAN 12, 2026, View Source [SID1234661946])