Investor SentimentSome investors feel the company undersold the Rytelo royalty given the math implies a high IRR to the royalty purchaser.
Product Launch StrategyDue to the high costs associated with launching a new product ex-US, Geron is carefully selecting which countries it plans to commercialize Rytelo.
Regulatory And Competitive RisksKey risks include clinical failure or underperformance of imetelstat in myelofibrosis, delays to clinical timelines, failure to gain regulatory approval, and competitive pressures.