Geron(US:GERN)2025-06-09 13:52Commercial Performance & Strategy - RYTELO's U S commercial success is the company's top priority[10, 45] - The estimated 2025 U S RYTELO total addressable LR-MDS patient population is approximately 15,400[16] - Approximately 85% of covered lives are under plans with favorable RYTELO coverage policies[27] - Since approval, approximately 900 accounts have placed orders, with approximately 300 new accounts since January 2025[26] - Approximately 25% of RYTELO new patient starts are in the 1st and 2nd line settings[26] - The company plans to commercialize RYTELO in select EU4 countries starting in 2026, pending strong reimbursement and favorable pricing[29] Clinical Development - The IMpactMF Phase 3 trial is 85% enrolled, with interim analysis anticipated in the second half of 2026[36, 38, 47] Financial Update - As of March 31, 2025, the company's cash and marketable securities were approximately $457 5 million[43] - Q1 2025 net product revenue was $39 4 million[43] - Total net product revenue since launch (June 2024) is $115 9 million[43] - The company expects total operating expenses for 2025 to range from $270 million to $285 million[43]