Core Insights - Geron Corporation has provided financial guidance for 2026, expecting net product revenue for RYTELO (imetelstat) to be in the range of $220 million to $240 million, while total operating expenses are anticipated to be between $230 million and $240 million [1][6]. Financial Guidance - The company expects top-line growth and a reduction in operating expenses year over year, which will strengthen its balance sheet [2]. - RYTELO's net revenue growth is projected to be driven by targeted healthcare professional (HCP) and patient engagement, with stronger performance anticipated in the second half of 2026 [2][6]. Business Strategy - Geron's priorities for 2026 include driving RYTELO commercial growth in the U.S., expanding into LR-MDS markets outside the U.S., and advancing the Phase 3 IMpactMF trial [2]. - A strategic restructuring plan has been implemented to streamline operations and support the RYTELO commercial strategy, aiming to create long-term value for patients and shareholders [6]. Product Information - RYTELO is a first-in-class telomerase inhibitor approved in the U.S. for treating adult patients with LR-MDS who are transfusion-dependent and have not responded to or are ineligible for erythropoiesis-stimulating agents [4][5][7]. - The drug is administered as an intravenous infusion over two hours every four weeks [4]. Scientific Evidence - The company has expanded the scientific evidence supporting RYTELO's potential in treating lower-risk myelodysplastic syndromes (LR-MDS), with new analyses presented at the 2025 American Society of Hematology Annual Meeting [6].