Geron Corporation (GERN) CEO John Scarlett Presents at H.C. Wainwright Global Investment Conference Transcript
Sep. 14, 2020 4:23 PM ET|4 comments | About: Geron Corporation (GERN)
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Earning Call Audio
Geron Corporation (NASDAQ:GERN) H.C. Wainwright Global Investment Conference September 14, 2020 2:30 PM ET
Company Participants
John Scarlett - President & CEO
Conference Call Participants
Vernon Bernardino - H.C. Wainwright
Vernon Bernardino
Good afternoon everyone and welcome back to the H.C. Wainwright 22nd Annual Global Healthcare Conference. My name is Vernon Bernardino and I’m an H.C. Wainwright’s Senior Analyst. We hope you’ve had a good day at our conference and are taking full advantage of the almost 200 healthcare company sessions just today alone. Please be sure not to miss our virtual entertainment event this evening at six o'clock, it's going to be fantastic. With that said, I'd like to introduce our next presentation and welcome Dr. John Scarlett, President and CEO of Geron which is a late stage clinical stage first-in-class telomerase inhibitor named imetelstat.
John Scarlett
Thanks very much, Vernon. I’m very happy to be here and thank the organizers in at Wainwright for inviting us.
I'll do a quick forward-looking statement. Please note that the session will contain forward-looking statements relating to our plans, expectations, timelines, beliefs, statements of potentiality and projections. These include timelines for completion of enrolment and top line results from the Phase III Imerge trial and for the planned Phase III refractory MF trial that imetelstat has potential disease modifying activity.
Imetelstat’s U.S. revenue potential in the patent protection for imetelstat is expected to last until 2033. These and other forward-looking statements involve risks and uncertainties that can cause actual results to differ materially from those in terms of forward-looking statements and include without limitation, those regarding that we may be unable to overcome all clinical safety, efficacy, technical, scientific, operational, manufacturing and regulatory challenges to enable expected timelines for Imerge and refractory MF trial that regulatory authorities may not permit the further development of Imetelstat on a timely basis or at all that Geron maybe unable to maintain patent protection or obtain its revenue projections and COVID-19 pandemic may significantly impact the timelines for both enrolment and the results of the clinical trials.
A detailed information on these risks are included and how they may differ materially from those statements are explained under the heading Risk Factors in our quarterly report on Form 10-Q for the quarter ended June 30 2020 filed with the SEC. Undue reliance should not be placed on forward-looking statements, which speak only as of the date they're made and the facts and assumptions underlying the forward-looking statements. So thank you all very much for joining us. This is a quick snapshot of the company. We're going to do this as an accelerated 20 minute presentation. Actually, it'll be a few minutes less probably.
First of all, this is as Vernon mentioned, the first-in-class telomerase inhibitor, this drug imetelstat clearly has an unique mechanism of action and I will speak to that in a subsequent slide. We have a compelling and differentiating Phase III data in lower risk MDS specifically with regard to the durability 29% of patients with transfusion for greater than one year. We think that this is the most important quality of the drug in terms of how it will be perceived in the marketplace and how it will gain hopefully appropriate market share.
In MF, we have 28.1 month median OS in patients with relapsed and refractory to JAK inhibitor and that compares very favorably to historical calls of 14 to 16 months. We'll speak briefly about that. We do have two Phase II trials with registrational intent that are ongoing. Both will be discussed in more detail, the important comment is that we expect completion of enrollment into Phase III lower risk MDS study and by the end of the first quarter of 2021 with top line results expected in the second half of 2022 and the Phase III study with MF, we will describe again in more detail.
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Short Terminator
Comments22 | + Follow
This is the first time Chip opened his mouth and SP went up, major development!
14 Sep 2020, 05:35 PMReply1Like
AnonymousWizard
Comments2386 | + Follow
Sounds better but really, only one question ? Come Onnnnnnnn !
Now back to the ole rocking chair he goes. Quota presentations achieved. Options review time.
14 Sep 2020, 05:05 PMReply1Like
Geromar
Comments91 | + Follow
@AnonymousWizard Get the Watermelon sugar ready, I smell a M&A.
14 Sep 2020, 05:38 PMReply0Like
User 7649441
Comments4150 | + Follow
this call was "fantastic!" "Stupendous"! "marvelous"! in Rocking Chair fashion of course!
14 Sep 2020, 04:55 PMReply1Like
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