Biotech - EHA 2026: Abstract Drop - AGIO, ONC, NRIX, FULC, AAPG, GILD, AMGN, REGN

Research evidence excerpt

Biotech - EHA 2026: Abstract Drop - AGIO, ONC, NRIX, FULC, AAPG, GILD, AMGN, REGN

Truist Securities

Equity Research Report May 12, 2026

HEALTHCARE: Biotechnology

Biotech - EHA 2026: Abstract Drop - AGIO,

ONC, NRIX, FULC, AAPG, GILD, AMGN, Gregory Renza, M.D.

212-419-4617 REGN Gregory.Renza@truist.com

Abstracts for the European Hematology Association (EHA 2026; June 11 - 14 in

Stockholm, Sweden) went live this morning. Within our coverage, key highlights

Supawat Thongthip, Ph.D. include: AGIO's Plenary RISE UP presentation (new transfusion reduction endpoint);

212-401-4429 updated BTK degrader data from ONC and NRIX; full pociredir data from FULC in Supawat.Thongthip@truist.com

SCD; AAPG's lisaftoclax and olverembatinib data across heme indications; GILD's

incremental KITE-753 update (next-gen bicistronic CAR-T); AMGN's subcutaneous

Anish Nikhanj, Ph.D. Blincyto; and REGN's initial LINKER-AL2 data for Lynozific in AL and odronextamab

212-326-3106 update. Anish.Nikhanj@truist.com

5 Page Document Agios (AGIO, Buy)

• Good spread of presentations and publications at EHA, showcasing mitapivat

- We see presentations and publications covering mitapivat in SCD, thalassemia,

Reasons for this report and rare hemolytic anemia. As a key point of focus for us and investors: the oral

presentation during the Plenary Abstracts Session which will include new data on

✓ Industry Conference Takeaways mitapivat's capacity to drive transfusion burden reduction - associated with newly

announced confirmatory study primary endpoint, and sNDA submission for

mitapivat in SCD. AGIO will host a webcast to discuss the results on June 13.

• EHA and confirmatory study clarity offer some support and de-risking to mitapivat in